Goodfunds Wealth Management: Sustainable and responsible investing since 1986

 

Public speaking

 

Home
About Goodfunds
Investing services
Family foundations
Financial planning
News & info
Success stories
Account service
Help friends & world
Frequent questions
Contact & info

More Goodfunds Resources:

Client documents

Fees for advisory services

Being a good client

Avoiding frauds

SRI book reviews

Find, work with an advisor

Professional referrals

Personal finance books 

Responsible philanthropy

Guest speaker

Free SRI newsletter, tell a friend, bookmark, link

Employment, collaboration

Directions to the office


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!


Strategic Relationships

Financial Planning Association, Puget Sound Chapter

Green America, Approved for People and Planet

First Affirmative
(Network Services Member)

Sustainable Ballard

Guest speaker for your group

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.


Site sponsored by Eric A. Smith, CFP®, AIF®
Specializing exclusively in sustainable and responsible investing since 1986. Member of First Affirmative Financial Network, US SIF,  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. ©2012 goodfunds.com; Eric A. Smith.