Скачать с ютуб Investing with Purpose: How Social Impact Can Transform Your Financial Future" в хорошем качестве

Investing with Purpose: How Social Impact Can Transform Your Financial Future"

Are you a Black or Brown investor looking to make your money work for more than just financial returns? Join us for "Investing with Purpose: How Social Impact Can Transform Your Financial Future," a webinar dedicated to exploring how social impact investing can empower communities of color while building your personal wealth. Sponsored by One Digital, this webinar features insights from industry experts Kevin Cheeks, CFP®, CSRIC®, Ayo Idowu, APMA™, Crystal Thompkins, Toussaint Bailey, and Dien Yuen. Gain actionable strategies to align your investments with your values and make a meaningful impact. What You’ll Learn: The Power of Social Impact Investing: Understand how social impact investing allows you to support causes that matter to you and your community. Why It Matters for Black and Brown Investors: Discover why this approach is essential for building generational wealth and addressing social and economic disparities. Building a Purpose-Driven Portfolio: Learn how to align your investments with your values, focusing on companies and projects that uplift communities of color. Success Stories of Impact: Hear real-life examples from our speakers on how Black and Brown investors are using social impact to create positive change while growing their financial futures. Taking Action: Get actionable steps to start investing with purpose and become a part of the movement that drives both financial and social returns. Meet the Speakers: Kevin Cheeks, CFP®, CSRIC® is a CERTIFIED FINANCIAL PLANNER™, Chartered SRI Counselor™, and founder of ImpactFI with nearly two decades of experience in wealth management. He has advised clients at leading firms such as Charles Schwab, Bank of America, and Wells Fargo, focusing on socially responsible investing. Kevin co-launched ECHO45, a boutique RIA, where he served as Chief Compliance Officer and Director of Planning Services. Ayo Idowu, APMA™ is a Financial Advisor at Integrate Wealth Management, dedicated to educating clients and guiding them toward financial success. With a detailed, interactive approach, Ayo helps clients create adaptable financial strategies that increase their understanding of the industry and prepare them to achieve their goals. Crystal Thompkins is the Director of Strategic Impact and a Chartered Advisor in Philanthropy® with over 20 years of experience in planned giving. She has led philanthropic strategies at BNY Mellon Wealth Management, managed over 100 nonprofit giving programs, and published significant research on high-net-worth giving behaviors. Crystal also leads TrueCrystal Consulting, focusing on legacy planning for BIPOC-led organizations. Toussaint Bailey is the Founder and CEO of Uplifting Capital, a platform empowering personalized impact through private market investments. Previously, Toussaint was CEO and Chairman of Enso Wealth Management, where he oversaw its growth to nearly $2 billion before its acquisition. With a background in law, he serves on advisory boards including RIA Institute and Financial Advisor IQ. Dien Yuen is the CEO of Daylight, advancing philanthropy through training, research, and cultural dexterity in the advising sector. Dien developed the Impact Philanthropy Advisor certificate program and serves as lead faculty at the Wealth Management Institute in Singapore. Previously, she founded the Center for Philanthropy and Social Impact at The American College of Financial Services and has held executive roles in wealth management and development organizations. Who Should Attend: This webinar is designed specifically for Black and Brown investors who want to leverage their wealth-building journey to support their communities and the causes they care about. Whether you’re new to investing or looking to enhance your strategy with purpose, this session will provide the insights and tools you need.