End of Week Notes — Addendum

MMI/Morningstar Sustainable Investing Financial Advisor Forum — Oct. 2nd

I have four passes to this event for financial advisors. If you’d like to use one, email me at jon.hale@morningstar.com.

Attend a unique, one-day forum for Financial Advisors committed to “staying ahead of the curve” and moving from theory to practice in implementing sustainable investing for their clients.

The program for this highly interactive event features:

• Practical know-how and guidance to take advantage of the sustainable investing opportunity

• An all-star lineup of industry experts and advisors who have successfully integrated ESG into their practices

• Small-group sessions where you can share information and ideas with other forward-looking advisors

• Potential CE credits for CIMA®, CPWA® and CFP® professionals

Invest one day to make your practice more “sustainable.”

More information/agenda here.