Money 101: Learn about Merging Purpose and Profit with Swell | Online
About this event
Whether you’re building a company from the ground up, freelancing, or crafting your career with the same company for years to come, planning for your financial future is key. Regardless of your career stage, there are simple steps you can take today to get your money life on the right track, and do so with your values in mind.
Putting money aside for the future is a no brainer, we all know we need to do it. The rub for lots of us is doing it without sacrificing our values in the process. Many traditional investments can contain holdings that might not necessarily line up with your values – think fracking, tobacco, and casinos. No matter how much you recycle your plastic water bottles, if your money is going to a big oil company, all your good deeds could be counteracted. Enter impact investing. That’s when a third party like Swell vets the companies you invest in to make sure they are contributing positively to the world.
Join Swell CEO and CFA charterholder Dave Fanger for an evening of money insights, where he’ll discuss:
When To Start - Swell CEO and CFA charterholder Dave Fanger will explain the ins and outs of getting started investing today, even if it’s with a small amount (think your daily latte). He’ll explain why getting started today is smart, as money invested in your early career has the power to grow by leaps and bounds over time.
Money Planning 101 - From ETFs and mutual funds to IRAs and 401k rollovers, we’ll cut through the jargon to explain the essential aspects of your money life.
Invest With Intention - Investing is about more than just dollars and cents. It’s also about shaping the world with your dollars. Learn how you can vet your investments for companies that don’t align with your values, and how impact investing can help you meet your financial goals.
