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Looking for a guest speaker, lecturer, or workshop leader?

ES small photoHire 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 has given dozens of talks, seminars, and classes for groups such as:

  • Environmental and Social Organizations
  • Universities, Colleges, Schools
  • Food co-ops
  • Employee groups
  • Public radio and TV

A sampling of subjects that can be covered:

  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.

Speaking engagement fee schedule

$240/hour. $600 minimum per engagement.

Based on availability and special circumstances, speaker's fee may be reduced or waived for sponsoring non-profit groups.

 

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

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1% Community Investment Campaign

Community Investing Achiever in the Social Investment Forum 1% For Community investment campaign since 2002.

Calvert Foundation Advisor of the Year in 2004.

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

 

Member of First Affirmative Financial Network, Social Investment Forum, 
Co-op 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. ©2008 goodfunds.com; Eric A. Smith.