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Natural Awakenings Sarasota / Manatee / Charlotte

Socially Responsible Investing – Doing Well by Doing Good

Mar 06, 2013 01:47PM


David Begala, CFP, will present a complimentary “lunch and learn” session on investing for a sustainable future on Thursday, March 21 at 11am, at Flemings Prime Steakhouse, 2001 Siesta Drive in Sarasota.
His topic is socially responsible investments, and he will present opportunities for investors that are global in scale and far-reaching in scope.
Begala is the Portfolio Manager and Account VP of UBS Financial Services, Family Wealth Consulting Group. Please see the ad on page 31.
RSVP to Darleen Keller at 941-364-7202 or email [email protected]. Most appropriate for investors with investable assets of $1,000,000 or more.
Natural Awakenings of Sarasota March 2020 Digital Edition