Workshop:
Ethical Investing - Finding Investments Reflecting Your Values (3 hours)

Offered over the web with VOIP or phone. Also available with a live presenter at a location of your choice. Minimum of seven participants.

Purpose: Learn how to find, research and assess stocks/funds 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.

Furthermore:

• 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.
   
• Learn the answers to these questions: "Who should invest my money? What questions to ask a 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. 
Founder and Analyst, Investing for the Soul.

Who Should Attend:

• Investors, whether they have just a few hundred dollars invested 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.

Fees: offered over the web with VOIP or phone--CDN or US$50 per person plus 5% tax (GST). Minimum seven participants. Other fees apply for groups of twenty or more, or where a live presenter is requested. To register and for more information Contact Us.

"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