Faith-Based Investing Advisory Council

Our next Faith-based advisor study group will be Friday July 16th at 4PM EST.  No registration is required.  You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736

This month's topic:  A Case Study: Implementing Faith-Based Investing in Your Practice

What would it look like to implement faith-based investing in your practice? Beyond the philosophical and biblical underpinnings are a lot of moving parts. An advisor who made that transition shares her experience, including options and considerations for making the switch.

 

Rachel McDonough is a financial advisor with Ameriprise Financial Services and currently chairs the Advisors Working Group of the Faith Driven Investor movement, a fast-growing network of Christian financial professionals and investors. She also serves as the vice president of the Christian Franchise Advisor Network (CFAN), a group of over 1,000 Ameriprise franchise advisors dedicated to serving Christian clients from a Christian world view. She is a Certified Financial Planner® and has earned the Certified Kingdom Advisor® designation. Rachel is an author, frequent speaker, worship leader, and homeschooling mama of three.

------------------------------
MARK TRICE
CLEARVISTA FINANCIAL
MTRICE@CLEARVISTAFINANCIAL.COM
Waco, TX
5123811510
------------------------------