EPISODE · Oct 26, 2021 · 45 MIN

Sustainable Investing

from Boomer Banter, Real Talk about Aging Well

Sustainable investing is about thinking about what you care about, what is important to you and then talking to advisor about what your beliefs are and how you can structure your investments to support those beliefs. Francie Heller, is the daughter of holocaust survivors and visionaries who instlled gratitude and the value of giving back into their children. Francie started out as a speech pathologist and she tells about her journey from there to Wall Street. She is now focused on working with companies and foundations to align their investments with their missions and values. Lots of good advice in this discussion.

Episode metadata supplied by the publisher feed · Published Oct 26, 2021

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Sustainable Investing

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