Shownotes
In this episode, you're going to learn how to gain access to socially responsible / green energy investments inside your university retirement plan.
Your host, Greg Shepard, will share with you how your colleagues are accessing these investments and how one of Greg's clients now has her portfolio in 100% in socially responsible / green energy investments.
This is information you won't attain by attending your HR Benefits seminar. Greg has 20 years experience in dealing with higher ed retirement plans and this podcast focuses on all the "ins-and-outs" of higher ed retirement plans that's not known by many university employees.
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S&A Financial Services, Inc. is a registered investment
advisor. Content presented is for informational purposes only and should not be
considered as investment advice or as an offer or solicitation for the sale or
purchase of any specific securities, investments, or investment strategies.
Always consult with your tax advisor or attorney regarding your specific
situation.