12:00 - 1:00
Learn how to evaluate how to invest for your future, optimize taxes, and allocate to funds and firms that treat people and the environment better all at the same time.
HIP Investor's Chief Investment Officer and Lead Investment Advisor R. Paul Herman will explain the latest on sustainable investing approaches, available tax-deferral strategies, and how to position your portfolio to benefit people and planet while also seeking to reduce future risk and pursue positive returns.
Herman is the CEO of HIP Investor and the author and co-editor of two books: Global Handbook of Impact Investing and The HIP Investor, both available in the San Francisco Public Library and used in teaching sustainable finance around the world.
Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.