ESG investing can potentially benefit your clients’ portfolio performance. Sound too good to be true? It’s not – and we’ll give you all the why’s and the how’s. In this webinar, you’ll learn:
- What is ESG investing?
- Why you should consider ESG investing
- How ESG investing benefits portfolios
- How to incorporate ESG into portfolio strategies
- Steps to adding ESG investing to your practice
This is your opportunity to differentiate yourself from the competition, increase business, and do good for the world! Sign up for this webinar featuring Sheryl Rowling, CPA/PFS as she talks about her firm’s experience provides insights from Morningstar, and walks you through the ESG process.
After registering, you will receive a confirmation email containing information about joining the webinar.
About the Speaker
In her Morningstar role, Sheryl focuses on tax-efficient portfolio management strategies for Morningstar’s Total Rebalance Expert (software that she designed and ultimately sold to Morningstar) and serves as a subject-matter expert on tax-efficient investing portfolio rebalancing, and advisor practice management.
Rowling has nearly 40 years of experience in the financial services industry, leading Rowling & Associates, a fee-only wealth management firm. Focusing on holistic financial advice, Rowling & Associates provides integrated tax-efficient portfolio management designed to assist clients in reaching a worry-free future.