792: ESG and Retirement Plans with Bonnie Treichel

from LifeBlood · host LifeBlood

On this show, we talked about solving the complexities facing smaller organizations wanting to offer retirement plans, the role ESG funds play in worksite retirement plans and what you can do if you’d like to utilize that investment approach inside your plan with Bonnie Treichel CoFounder and COO of ZUNA. Listen to learn if ESG investments are a good fit for retirement plans!For the Difference Making Tip, scan ahead to 20:56!You can learn more about Bonnie at TeamZuna.com, YouTube, Instagram and LinkedIn.We’re honored to have been named one of the top podcasts from investing!We’re on YouTube, check us out!George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!Have George speak to your organization.You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

What this episode covers

On this show, we talked about solving the complexities facing smaller organizations wanting to offer retirement plans, the role ESG funds play in worksite retirement plans and what you can do if you’d like to utilize that investment approach inside your plan with Bonnie Treichel CoFounder and COO of ZUNA. Listen to learn if ESG investments are a good fit for retirement plans! For the Difference Making Tip, scan ahead to 20:56! You can learn more about Bonnie at TeamZuna.com, YouTube, Instagram and LinkedIn. We’re honored to have been named one of the top podcasts from investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

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792: ESG and Retirement Plans with Bonnie Treichel

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This episode was published on November 25, 2020.

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