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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

© Nigel Lake and Paul Herman, 2020, 2021

Picture
  • Home
    • Contact
  • Why?
  • Live Events
    • 42 Sand Talk
    • Monthly Green Jobs Report
    • Impact Investing
    • 38 Carbon Club
    • 34 Power Shift
    • 33 Green Santa
    • 31 Countdown to 2021
    • 29 Equal Forever After
    • 28 Ballot Box
    • 26 Green Banks
    • 24 Prosperity Through Diversity
    • 23 Impact Investing Handbook
    • 22 Building Green Communities
    • 21 Green Jobs Report - July
    • 20 Resilient Cities
    • 19 Remembering Origin Stories
    • 18 Survival Instinct
    • 17 Green Your Retirement
    • 16 Green Jobs Report
    • 15 Building The Circular Economy
    • 14 Roads to Refuge
    • 13 Solutions for Equality
    • 12 Intelligent Oceans Deep Dive
    • 11 Green Jobs Report - May
    • 10 Sustainable Food Systems
    • 09 Pandemic Pivots - Insights from Asia
    • 08 Grow The Pie
    • 07 Crisis, Creativity, Collaboration
    • 06 Activating Academia
    • 05 Faith-Based Investing
    • 04 Green Jobs, Green New Deal, Job Guarantee
    • 03 Science-Based Targets
    • 02 COVID-19 Risk + Resilience
    • 01 The Virus Stimulus
    • 00 Lock Down, Share The Load
    • Earth Week
    • Your Hosts
  • Meet Our Guests
  • Bookshelf
  • Blog
    • Register
    • ESGX Merch