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Workshop:
Ethical Investing - Finding
Investments Reflecting Your Values
By arrangement
for any group, anywhere! For information,
Contact Us.
Purpose:
Learn how to find, research and assess stocks that are good
to invest in and that reflect your personal values. You
will learn how to optimize the use of the
web, as well as on-line library and broker services.
No financial skills required.
In Addition:
- Gain knowledge of how
to use the 'Robins
Life-Benefiting Scale' and thereby be able to assess
potential investments according to your own values.
- Create a set of
personal values and guidelines that will direct you and your
investment advisor towards selecting appropriate, and
profitable investments.
* Additional material covered:
"Who should invest my money; questions to ask financial
advisor; and, how to select an
advisor."
(Note: No advice or recommendations will be given
concerning investments, nor will any investment products be offered for
sale. Please see your investment advisor for such information. These workshops
are for educational purposes only.)
Workshop
Leader/Facilitator:
Ron Robins,
MBA. Mr. Robins brings to the workshop a unique confluence and depth of
knowledge from his background as a securities analyst, in global private
investment sales, and over 30 years in spiritual development.
His activities have been featured in many
media including The Financial Post, Rogers Television’s
Money Line, Report on Business Television’s Business
Morning, CBS MarketWatch, CBC Radio One’s Metro
Morning, 680 News Radio, New Directions Magazine,
Environmental News Network Radio, and The Catholic Register.
Who
Should Attend:
Investors
whose
investments are just a few hundred dollars in value to those
with multi-million dollar portfolios!
Investment
advisors and financial planners
looking
for a set of tools they can use to service clients
interested in values-based investing.
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Typical comments of past workshop participants -- "Great
workshop! Highly recommend it for both investors and investment
advisors alike ... This is the only workshop I know that shows
investors how to easily integrate their inner values with
investing. The way we learned to quantify those values was
terrific."
-- Frank Miotto
Financial
Advisor
"This was the first
workshop that I have attended that has provided me with a basis
of investing financially for the soul - this is a very timely
workshop."
-- Marsha Lecour
Educator
“It's always satisfying to find
others who successfully put social, ecological and human values
into the investing equation. Keep up the good work.”
-- David Mitchell
Real Estate
Investments
and Property
Management
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