From Values to Practice: A Panel on Embedding Purpose in Your Financial Business

Join us for a dynamic panel discussion featuring four trailblazing women—financial advisors and money coaches—who are helping shape the future of values-aligned investing. These leaders will explore the rising interest in purpose-driven investing, particularly among women and younger clients. We’ll dive into how each panelist integrates values-based approaches into their coaching and advisory work, and discuss how AFCPE professionals can begin introducing these concepts into their own practices. Learn what it takes, where to start, and how to communicate the value of this work to clients in meaningful and actionable ways.

Presenters: Panel discussion led by Janine Firpo President and Co-Founder of Invest for Better

Cost: Free for members, $50 for non members