Partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets, the difference between trading and investing, and the power of donor-advised funds.
Thursday, October 19 – 5 – 8 p.m.
Our discussion features industry leaders in the measurement and construction of investment vehicles that use ESG principles in their decision-making. We will discuss the effects recent economic shifts have had on our economy and individual investors.
Thursday, July 20, 2017 – 5:30-7:30 p.m.
You’re invited to an opening reception for ‘Patterns of Nature’ featuring the art of Francesca Saveri and Nancy Hartley.