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ESG: The key to building your next generation of clients

Tues, April 23rd | 4:00pm-5:00pm ET

When it comes to investing, your millennial and baby boomer clients have a very different mindset.

According to a recent survey, 60% of millennials think making socially responsible investments are important, as compared to 36% of baby boomers. Plus, 60% of Gen Y investors already have more than 21% of their investments in ESG products, and that percentage is rising.

The bottom-line: Your next generation of clients is demanding more impact in their portfolio. Are you prepared for this new reality? 

Join InvestmentNews on a critical webcast for the future of your practice. How can you use ESG to attract (and retain) your next generation of clients?

In this webcast, our panel of experts will focus on:
  • What millennials want in their portfolio and why
  • How smart advisers are leveraging ESG products
  • Why are ESG and impact products “stickier” assets for millennials
  • What’s next in ESG

This webcast will be a critical resource for advisers that want to remain ahead of the curve with millennials.

Investments & Wealth Institute® has accepted this program for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Anthony Eames
Vice President and Director of Responsible Investment Strategy
Calvert Research and Management
Jon Hale
Head of Sustainability Research
Morningstar Research Services LLC
Heather Townsend, CFP® & CPA
Financial Planner & Founder
Townsend Financial
Jeff Benjamin
Senior Columnist

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at if you have any questions.

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