Green Your Retirement: 401(k)s and IRAs

This ESGX focuses on how to Green Your Retirement plan and fund choices, including how to engage your organization, who has tools to use for existing or new plans, and what a sustainable retirement plan looks like.

We will discuss:

1. How can your retirement portfolio -- IRA, Rorth IRA, your firm's 401(k), 403(b), or super-annuation plan -- become more sustainable, fossil free, gender equal, racially just, and higher impact?
2. If you or your firm doesn't have a formal plan, what other choices and options exist, and how can you implement them ?
3. What tools already exist -- free and subscription -- to know what you own and optimize portfolios for impact in line with a better future society, nature, and economy?

We will be joined by special guests:

• Megan Morrice, EQIS and Values Advisor
• Judy Mares, Mares Financial Consulting
• Douglas Lynam, Longview Asset Management
• Mara Bun, Australian Ethical 
• Brian McConnell, Natixis Investment Managers
• Chad Spitler, Third Economy LLC

Introduction: Nigel Lake

Context: Paul Herman

Chad Spitler

Brian McConnell

Judy Mares

Doug Lynam and Mara Bun

Group Discussion with Megan Morrice

Good news and wrap-up with Nigel Lake and Paul Herman