Description
If BRI is important to you, you will love this class! None of us want to invest in sectors of the market that hold positions that are against our values, but how do you know, and what can you do about it? Everyone wants to seek a reasonable rate of return on investments they would like to potentially have. No one should have to feel out of control about how they are invested, and no one should think they don't have a choice because they do!
Date and Time
Thu, Dec 10, 2026
2:00p - 3:00p CST
Location
Socially Responsible Investing and Wealth Transfer Techniques Workshop
Note
If BRI is important to you, you will love this class! None of us want to invest in sectors of the market that hold positions that are against our values, but how do you know, and what can you do about it? Everyone wants to seek a reasonable rate of return on investments they would like to potentially have. No one should have to feel out of control about how they are invested, and no one should think they don't have a choice because they do! If being socially responsible is important to you in your investing, or maybe it's not, but you're curious about screening out certain sectors of the market you would never want to support, this workshop is for you. This location has good parking and is Handicap accessible.
Advisory Services are offered through ECHO Financial LLC, an Investment Advisor in the State of Nebraska. Insurance Products and Services are offered through ECHO Financial LLC & ECHO PELSTER INSURANCE LLC, affiliated Companies.
Offices: 203 West Arnold Avenue, Arnold, NE, and 111 Halligan Drive, North Platte, NE (inside the Gateway Building). Appointments always recommended. 308-848-2244 Office or 308-325-3153 Mobile.