Goodfunds Wealth Management: Sustainable and responsible investing since 1986

 public speaking

 

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1% Community Investment Campaign

Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more!


Social Investment Forum Member 2009

 

First Affirmative Financial Network, LLC, Network Member
(Network Services Member)

 

Green America, Approved for People and Planet

 

 

Financial Planning Association, Puget Sound Chapter

 

ES b&w photo

 

 

 

 

Schedule Eric as a speaker for your organization by calling him directly at 206-782-1205. If long-distance, call 800-940-1747. Or complete a request form

Generally, the confirmed audience or participant group size should be 15 to 150. 

Since 1986, Eric regularly gives talks, seminars, interviews, and classes for:

  • Environmental and social organizations
  • Universities, colleges, schools
  • Co-ops, clubs, and employee groups
  • Public radio and TV

Topics available:

  1. Learn about the strategies of modern sustainable investing and SRI:
    --Portfolio qualitative screening criteria, examples and resources
    --Shareholder advocacy and activism
    --Community investing
  2. Examine the myths about SRI.
  3. Discover how to combine SRI with charitable giving accounts.
  4. Discussion about the meaning of money and wealth today.
  5. Finding and working with an advisor.

Can collaborate on developing additional topics.

Speaking engagement fee schedule

$250 min fee. Based on availability and special circumstances, speaker's fee may be reduced or waived for sponsoring non-profit or mission-allied organizations.

Guarantee: "I am so certain that your audience will appreciate my talk, I will not charge a fee unless you are satisfied."


site sponsored by Eric A. Smith, CFP®, AIF®
specializing exclusively in sustainable and responsible investing since 1986

Member of First Affirmative Financial Network, Social Investment Forum, 
Green America Business Network, and Financial Planning Association

 

Securities & investment advisory services offered through KMS Financial Services, Inc. KMS is a FINRA Registered Broker/Dealer, member SIPC, and SEC Registered Investment Advisory firm. Please review our additional disclosures and disclaimers and contact information. ©2010 goodfunds.com; Eric A. Smith.