Events

What is Socially Responsible Investing and how can it be part of your total investment strategy? Are you interested in investing according to your values? Join us as we learn the basics of investing, delve into the confusing world of ESG investments, some of the challenges involved in defining "Socially Responsible Investing," and take away practical tips on how to align your personal portfolio with your personal beliefs.

Recomended Pre-Reading:
From SRI to ESG: The Origins of Socially Responsible and Sustainable Investing - Blaine Townsend (PDF, 2.5 MB)

‍

Speaker: Vicki Jovanovic

Vicki Jovanovic, a financial advisor at Sawston Wealth Management, LLC, is focused on making finance accessible for PNW residents. With a commitment to educating and simplifying financial complexities, she helps clients take charge of their finances and future. Vicki holds Series 65 Securities Registration and the AAMS designation, providing expert guidance for financial success. Her global background, spanning Asia, Europe, and the U.S., gives her a diverse perspective. Based in Olympia since 2012, she leads a balanced life, enjoying camping, hiking, Zumba, and diving into mystery novels while offering comprehensive financial advice.