Held on June 8, 2016.At first glance, wealth advisors seem to share common goals: most want to provide sound financial advice, help clients reach their long-term goals, and achieve maximum profit for their investment strategies. But look more deeply, and significant differences appear as advisors’ motives, convictions, and investment philosophies shape the recommendations they make. Today, less than one percent of investment assets are held with firms that use a faith-based investment approach.The event provided a Christian theological framework for investing for financial planners and their clients/individual investors. Attendees gained practical ideas about (1) evaluating your own investments based on a biblical view of business; (2) contributing to a healthier economy through a biblical understanding of financial planning; and (3) for wealth managers, advising clients and helping them to see the values underpinning their investments.
CEO & Managing Partner
Director of Faith and Business
CFP
Executive Director
