Sustainable Investing & Fiduciary Duty
We are excited to announce that our first dinner meeting of the fall season will be held in person on Wednesday, October 26, 2022, at Giovanni’s II/The Water’s Edge. We will kick off the meeting with cocktails and networking from 5:45pm to 6:30pm, followed by dinner and a panel discussion on Sustainable Investing & Fiduciary Duty that will address the ever-increasing interest in values-based investing, how we define sustainable investing, and the potential implications to a trustee’s fiduciary obligations.
Guest Attendees: The guest fee is $85 and guest attendance by a professional colleague is limited to two dinner meetings within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by Travis L. Hood, CPA/PFS, our First Vice President, Membership, at 203-327-5717 or Travis@kahansteiger.com.
Deadline to register is Wednesday, October 19th. For registration details and speaker bios, please click on the document link below.