Investing with Impact
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ABOUT THE PROGRAM
Impact investing, or socially responsible investing are gaining national interest. These investments are made with the intention to generate a measurable, positive social and/or environmental impact alongside a financial return are gaining attention. We’ll cover the history, variety of impact priorities, due diligence, and diversity focus. It is about matching our client’s interests with their financial goals. We as advisors need to listen to our clients.
Members may register a prospective member at no extra cost! This is a great way to introduce your colleagues to the Council.
ABOUT THE SPEAKER
Kit Mac Nee joined Morgan Stanley as a Financial Advisor in 2013. Prior to joining Morgan Stanley, Kit was with Merrill Lynch Wealth Management for nearly nine years.
On her way to becoming a Certified Financial Planner™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, Board Member, and consultant to guide families and charities toward more secure financial futures.
Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit family, including trips to Detroit, my original hometown. She lives in Santa Monica, California and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as a board member for the National Association of Estate Planners and Councils and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving ® from California State University Long Beach, American Institute of Philanthropy in 2001, became a Certified Financial Planner™ and Accredited Estate Planner® in 2013.
SCHEDULE
The program will be held via Zoom. Participant audio and video will be muted upon joining the meeting. There will be ample time for questions and conversation.
