About the Webinar
For an increasingly substantial segment of the industry’s clientele, the financial planning process encompasses far more than just portfolios and profits. Many clients wish to embrace and reflect their core values regarding environmental, cultural, and socially responsible concerns (amongst many others) in their investments – a goal that can at times be challenging, but is far from impossible.
Join MQ Veteran Partners Tanya Steinhofer, CFA, CFP® and Jacob Newcomer, CFP® as they discuss values-focused investing, a strategy that aspires to fulfill a combination of both financial and philanthropic returns.
About our guests:
Tanya Steinhofer, CFA, CFP® has more than 20 years of experience in the investment industry.
She is the Founder and Principal of Redwood Grove Wealth Management and has been an MQ Partner since 2016.
Jacob Newcomer, CFP® is a Partner at Chicory Wealth, based in Decatur, GA. An MQ Partner since 2019, he is a member of the MQ Advisory Board.
This webinar is open to EVERYONE.
- Free to MQ Partners
- $25 fee for others