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Join us for some perspectives on establishing or optimizing a values-aligned retirement portfolio for you, your team, and/or your organization. You will find this discussion helpful if you are trying to set up an individual retirement account for yourself, establish a group retirement plan for your organization, or encourage your employer to offer a values-aligned option. Come with questions for an extended Q&A and stay tuned for a more detailed discussion focused on implementation in the coming months.

Come with questions for an extended Q&A and stay tuned for a more detailed discussion focused on implementation in the coming months.

• Georges Dyer, Co-founder & Executive Director, Intentional Endowments Network

• Lucille Hu (BA ‘11), Financial Advisor, Morgan Stanley

• Trevor Thompson (BA ‘11), Program Officer, Northlight Foundation