Sustainable, Responsible, and Impact Investing: Investing for “Good.”

SRI investing has come of age in the last few years with one out of every five dollars invested according to a sustainable, responsible and impact strategy.

Learn how to invest according to your personal values, not someone else’s. Whether that is protecting our planet or equal rights in the workplace, SRI investing can make a difference.

Our unique process brings it all together in a comprehensive and logical way.

This FREE interactive seminar will provide you with the framework you need to....

  •  Understand how SRI investing has changed
  •  Uncover your personal values, leading to improved personal fulfillment
  •  Learn that SRI investing no longer means giving up performance and paying high fees
  •  Identify new investment opportunities beyond a traditional brokerage account
  •  Learn how to participate in actions that can change corporate America and save our planet

Please pass this on to someone that may be interested.

This seminar is for educational purposes only. Financial Planning Solutions, LLC is a fee only registered investment advisor and therefore has no products to sell.
To reserve your seat, click the "Register Now" button above. Or call 617-630-4978.

Who should attend? 

  • You've heard of Socially Responsible Investing and want to learn more
  • You want your investments to reflect your personal values
  • You want to know more about why SRI is one of the most rapidly growing investment strategies

Please note: Space is limited and you must pre-register. Can't make it on the 22nd?, Schedule a complimentary one-on-one call with Lyman or Rick by clicking HERE to see their calendars.

Click HERE for directions to the Mt. Ida Campus at UMASS Amhest, 777 Dedham Street, Newton, MA 02459

About the presenters:
Lyman Jackson,CFP®,AIF®, 

Lyman has over 30 years’ investment industry experience. He serves on the Board of Conscious Capitalism Boston, Inc. (CCB) as Treasurer. CCB is a non-profit that seeks to foster better corporate business practices that benefit not only shareholders but stakeholders, employees and their communities. 

Rick Fingerman,CFP®,CCPS® CDFA ®

Rick specializes in working with women in transition and helping families pay for college without jeopardizing their retirement. He has 30 years’ experience in financial planning and investment management.
Financial Planning Solutions, LLC is an independent fee-only Registered Investment Advisor. 120 Wells Ave. Newton, MA 02459