Sunday, September 6, 2020

2020’s spotlight on social justice and esg

 

The events of 2020 have again turned the spotlight on social inequalities. The pandemic and excessive use of police force have stricken people of color disproportionately. The recession and stay-at-home orders have set back people of color and women, especially working moms.

Coincidentally this year, dollars directed to ESG investments have set new records. “ESG” stands for environmental, social, and governance. It’s an approach to investment selection and managing risk using criteria such as human rights, sustainability, and other social, not traditional financial, considerations.

There is no way to draw a line of causality between these two themes: health, economic, social upheaval on the one hand, and interest in ESG on the other. After all, ESG investing spiked and set a record in 2019. Intuitively, however, it’s not hard to see how the events of this year may have prompted many more of us to align our finances with our social conscience.

webinar for job seekers, wed 9/9/2020 at 2 pm eastern



Do you know someone in the job market? Join my colleagues and me and a guest speaker from Indeed, one of the largest job sites, for a review of how to craft a resume and online profile, and other things to pay attention to in a job search or transition. 

Day: Wednesday September 9
Time: 2 pm Eastern
Online: https://www.uberconference.com/room/bmccormick24
Dial-in (audio only): 315-304-6372

Direct questions to: bob.eng@belpointewealth.com

Tuesday, July 30, 2019

Webinar - Thursday, Oct. 3rd, 2019 at 7 p.m. ET


HOW Do I Figure Out Where To Live 

As I Get Older?


Hosted by Tara Bansal and Bob Eng 


Thursday, October 3, 2019, 7 PM to 8 PM Eastern

Dial-in number: 515-604-9519, access code: 926342#



Please register here


In this audio-conference call, we'll introduce and discuss the building blocks for getting started on this subject:

Reflect – Think about and make time to get clear on what is most important to you.  What is working?  What is not working?  What do you want to change?  What are you ready to let go of?  What do you want more of?

Connect –Talk to people who are part of this decision or will be impacted by this decision (spouse, family, friends, etc.). Gather information from those whom you trust as experts in particular areas or who have valuable experience.

Explore / Act – What actions can you take to gain more insight and get the information you want and need to make a good decision for you and your family?

Reflect, Connect, and Explore are not sequential steps. You may bounce around among them or repeat them, because life keeps changing.

In this workshop, we’d like to guide you on how to start thinking about some of these important questions:

·       Family (Where do they live? What obligations do they have? What obligations do you have and want to keep?)

·       Social (Where are your friends? Do you want to make new friends?  How easy is it to make new friends?  What activities do you like? Where are these activities available?)

·       Health, especially mobility and walkability, access to good healthcare and hospitals

·       Types of homes and communities

If you, someone you care about, or someone you know is ready to start thinking about this subject, please plan on joining us on 

Thu 10/3 at 7 pm ET and register here

For technical support the day of the call between 6:50 and 8 pm ET, text or call Mathangi (pronounced "MAA-thung-ghee) at 908-656-2031

A replay should become available within a couple of days of the live event