Socially Responsible Investing with Greg Wendt. August 30.

What: Socially Responsible Investing with Greg Wendt, Certified Financial Planner
When: Thursday, August 30, 2012 at 7:30 pm
Where: at the L.A. EcoVillage (directions)

What do you do if you actually do have a pile of money and want to handle it in fiscally and socially responsible way as well as environmentally sensitive way? How can you do good while still doing well?

About Greg Wendt:

Gregory Wendt, CFP is Vice President of Sustainable and Responsible Investing (SRI) with EP Wealth Advisors, Inc. – a well established and recognized registered investment advisory firm based in Los Angeles with over $1 Billion of client assets under management as of April 2011. Having been in the business since 1991, Greg has earned a reputation as one of California’s leading experts in Sustainable and Responsible Investing.Greg is frequently profiled or quoted as an expert in the media including “Living with Ed” Television Show on Home and Garden Television, Business Ethics magazine, Los Angeles Times, Daily Variety, Financial Planning Magazine and others. Greg also speaks regularly at conferences on the matters of new paradigms in economics, sustainable and responsible investing, new consciousness around wealth and related matters. You can learn more about what is on his mind at his blog “Sustainable Wealth”.Greg and his colleagues at EP Wealth Advisors offer comprehensive financial advice to individuals, families, privately held corporations and charitable organizations. People come to Greg for a full range of financial services including comprehensive financial planning, investment management, estate planning and life insurance.Greg advises clients who want to align their wealth through investments that reflect their priorities and concerns for a better world. His clients
want to generate healthy returns while cultivating opportunities to improve life for current and future generations.””My work as a wealth coach is to advise you to and to work with your money to support your highest mission for living on the planet. I want you to live in a way that is consistent with your deeply held values and ideals.” ¬†Greg

Sponsored by Urban Soil/Tierra Urbana limited equity housing co-op, the Beverly-Vermont
Community Land Trust and CRSP Institute for Urban Ecovillages.

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