Join us for wine, cheese, and a bit of education!
Mariah Daniel, Attorney, Daniel Law
Mariah will shed some light on the differences between a will and a trust and explain some of the pitfalls of designating your will as a beneficiary on your accounts.
Roberta Keller, Founder/CEO, Alexis Advisors
Roberta will offer some perspective on how long this bull market is likely to last and explain some of the ideas behind sustainable investing.
2821 Emerywood Parkway (ChildFund building), 5th floor
Whether your child is 2, 20, or you're hoping to go back to college yourself, planning for education is an essential (and often overlooked) piece of personal finance. At this event, we'll discuss different strategies and tools available to save for college. You'll learn about what goes into financial aid calculations, the different types of student loans, how to balance your competing financial demands, and more.
Thursday, August 17, 12:00-1:00pm
Clark Boardroom (5th floor), ChildFund Building, 2821 Emerywood Parkway
Cost: Free (please bring your own lunch)
“Kids are expensive!”
“This is getting old…is this how my parents feel?”
“It is already stressful, and I’ve only been doing it for five minutes.”
“You can’t get what you want all the time.”
These are just a few of the insightful comments made by students at the end of a day at JA Finance Park. Want to help local students come to these realizations? Volunteer with Alexis Advisors on May 10th!
At JA Finance Park, middle and high school students receive an adult identity, complete with a job, debt, and maybe even some kids. They create a budget considering their new identity, shop at 20+ businesses, and make payments with a real debit card to finish their day.
Volunteers will work with small groups of students to provide real-life examples and facilitate discussions throughout the simulation. JA Finance Park days are fast, fun, and meaningful to the students you’ll be assisting. All training and materials are provided.
Please contact us with questions or sign up using the form below.
Sustainable Responsible Impact (SRI) Investing is an investment strategy that considers social good alongside financial return - it's all about using your money to place a vote for the companies whose corporate practices promote environmental stewardship, human rights, consumer protection, and good governance.
Virginia Impact Investing Forum (VIIF) is bringing together a community of people who care about doing the most good with their money. This event will be the first of (hopefully) many more. We'll be discussing the strategies and principles of SRI Investing and brainstorming ways to best implement it in a portfolio. Additionally, we're hoping to get feedback from attendees on what kind of community you'd like to see formed and what events would be of interest in the future.
The meetup will be in the Beet Cafe in Ellwood Thompson's. Consider arriving a few minutes early to grab yourself lunch from Ellwood's hot bar or lunch counter.
Whether you're an investment professional, a personal investor, or just interested in learning more about SRI Investing and meeting some like-minded people, we look forward to having you join us!
Click here to register for this event.