Advisor Summit Workshop

Our Advisor Summit Workshop is a two-day, advisor-focused event designed to provide financial planners and investment advisors with the tools they need to successfully integrate SRI into their practices for the long term.

Join us November 7-8, 2020 at The Swan and Dolphin Disney World Resort, Orlando Florida

The workshop will feature in-depth tutorials on a variety of topics including:

  • Portfolio construction
  • Risk management
  • Shareholder advocacy
  • Practice management
Attendees also have the opportunity to network with, and learn from experienced SRI advisors in a more intimate setting after the close of the main conference. The Advisor Summit Workshop is typically approved for between four and six hours of continuing education credit for CFP designees, and one hour of continuing education credit for CIMA designees.

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 Business Development 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. Learn more.

Interested in joining us? Please contact Business Development for more information.