Different str ategies create a variety of results to your financial plans. Your financ ial plans are influenced by legal and tax techniques\, the markets and you r own tolerance to risk. What are some general financial items to consid er 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 creat e and work on your own strategies. With Greg Crawford\, Sierra Wealth Mana gement\; Mike Bosma\, Bosma Group\; Matt Grey\, McDonald Carano Wilson.
\nAn increasing number of us consider our environmental and et hical beliefs when we select investments for our retirement or savings. Th is practice – known as sustainable investing – has both economic and e thical benefits as studies show that sustainable investments also make goo d financial sense. We often find it difficult to translate our knowledge o f the environment into practical ways to invest for retirement\, whether w e are investing $100 for ourselves or $1 million for our non profit founda tion or clients. Squaw Valley Institute and Parasol are hosting a lively p anel discussion covering the practical issues that we face in ensuring tha t our 401ks and retirement savings are invested in accordance with our bel iefs. A leading Bay Area sustainable investing firm – Veris Wealth Partn ers – will lead a discussion to arm you with the knowledge that you need to select your own investments\, argue your case with your financial advi sor or persuade your human resources department to invest your company’s 401k sustainably.
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