01
Oct
2024

Event:

The Business of Giving: Environmental Philanthropy in Financial advice

Organiser:

The Global Returns Project

Location:

Allies and Morrison, 85 Southwark Street London SE1 0HX, London, London

Audience:

Financial Advisers

Financial advisers: join us on 1st October for a CPD-eligible discussion of environmental philanthropy! 

Clients care about philanthropy and sustainability. But many financial advisers are missing vital opportunities to meet client demand and grow their business – all while accelerating incredible solutions to the environmental emergencies we face.

Join us for an evening of data-driven discussion co-hosted by the Global Returns Project, Pro Bono Economics, the Personal Finance Society. 

Jack Chellman will offer an evidence-based overview of why advisers should connect clients with climate and nature charities as a part of normal financial planning.

Then a panel of industry experts including Roy Coulson (Attivo), Nicole Sykes and George King IV (MASECO Private Wealth), will explore the commercial advantages of embracing environmental philanthropy within financial advice.

Attendees will receive one hour of CPD via the PFS.