First Affirmative Summit Camp

First Affirmative's Summit Camp is a two-day, advisor-focused event spotlighting our Sustainable Investment Solutions. Historically, an invite-only event that occurs prior to The SRI Conference, this year Summit Camp takes place after the conference and we are inviting a wider group of advisors.

Join us November 3-5, 2017 at the Hotel Del Coronado, San Diego.

At the Summit Camp advisors can:

  • Learn about First Affirmative's Sustainable Investment Solutions and how we are uniquely positioned to serve the investment needs of the socially conscious investor.
  • Attend sessions focused on SRI issues, Investments strategies and concepts:
    • Hear from industry leader and writer Bob Veres on Saturday morning
    • Learn how to build your advisory business and tell your story to the market
    • Obtain CE-credits, including the two-hour CFP Ethics course required every two years
  • Connect with other like-minded professionals integrating SRI into their practices
  • Meet key SRI mutual fund and other investment management representatives
  • Meet the First Affirmative team!
  • And, don't forget our "Why We Do What We Do" and awards dinner - Friday night, November 3.

If you are a First Affirmative Network Advisor (i.e. you have clients with AUM with First Affirmative, and/or an MSP/GRC membership) and/or are attending the SRI Conference, you are entitled to a discount on the registration fee. Contact  Danielle Burns for more information. 

Advisors who are not already First Affirmative Network Advisors are invited to join us for two full days of learning and engagement. Register for just $195 via this link.

Interested in joining us? Please contact Danielle Burns for more information. 

View last year's agenda here!