Be uncompromising. You shouldn't have to settle for the status quo. Investing ethically can be complex, that's why we specialize in it. Registered in Ohio.
We all customize our estate planning our own way. Sometimes people write letters to their kids. Sometimes, apparently, people write a diary full of lies so everyone wonders if they are true. ๐
I have met several people recently with alpha-gal syndrome which results from a tick bite and makes people allergic to mammal meat. This diagnosis is relatively new and growing rapidly. The vegetarian protein industry is important. Join us.
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Was a speaker at the National Association of Personal Financial Advisors (NAPFA) Spring Conference talking about LGBT+ people, non-traditional families, and financial planning issues to consider. Lots of fun. #napfa24#athensimpact#LGBTQIA#DEi#diversity#financialplanning
At the National Association of Personal Financial Advisors (NAPFA) Conference I helped lead the DEI breakout session where we discussed how we can work together to make our little corners of the world more inclusive. #napfa24#athensimpact#DEI#inclusive#equity#Diversity
Joined the National Association of Personal Financial Advisors (NAPFA) at the first PRIDE happy hour for the new PRIDE affinity group. Itโs great to be part of an organization that keeps DEI at its core. #Pride#DEI#athensimpact#happyhour#NAPFA24#financialplanner#Diversity