Different strategies create a variety of results to your financial plans.  Your financial plans are influenced by legal and tax techniques, the markets and your own tolerance to risk.  What are some general financial items to consider and what will it mean to your family, your retirement, your tax bill?  This seminar will look at the dollar and cents of financial plans from a legal and tax perspective and give you an overall view to help you create and work on your own strategies. With Greg Crawford, Sierra Wealth Management; Mike Bosma, Bosma Group; Matt Grey, McDonald Carano Wilson.

An increasing number of us consider our environmental and ethical beliefs when we select investments for our retirement or savings. This practice – known as sustainable investing – has both economic and ethical benefits as studies show that sustainable investments also make good financial sense. We often find it difficult to translate our knowledge of the environment into practical ways to invest for retirement, whether we are investing $100 for ourselves or $1 million for our non profit foundation or clients. Squaw Valley Institute and Parasol are hosting a lively panel discussion covering the practical issues that we face in ensuring that our 401ks and retirement savings are invested in accordance with our beliefs. A leading Bay Area sustainable investing firm – Veris Wealth Partners – will lead a discussion to arm you with the knowledge that you need to select your own investments, argue your case with your financial advisor or persuade your human resources department to invest your company’s 401k sustainably.