Event held on Thursday January 26th
At the Wellness Living Store
About: Join us for a conversation between Greg Wendt and Hollis Doherty about the evolution of our financial system… Greg Wendt is an expert in Sustainable Investing and will elucidate for us some of the NEW FINANCIAL MODELS coming forth to help strengthen community based businesses. Click here for a link to his presentation: http://bit.ly/KTLvJj
Greg built his expertise while working with major Wall Street firms such as Smith Barney, UBS Paine Webber and Prudential Securities. Currently Gregory is Vice President of Sustainable and Responsible Investing at EP Wealth Advisors, Inc., www.epwealth.com, a well-established Registered Investment Advisory firm with over $1 Billion under management as of 1/1/11.
Greg has been a veteran financial advisor and Certified Financial Planner since 1991. He advises clients who want to align their wealth through investments that reflect their priorities and concerns for a better world. His clients want to generate healthy returns while cultivating opportunities to improve life for current and future generations.
Greg frequently writes articles, speaks at conferences and is often profiled or quoted in media including appearances on “Living with Ed” on Home and Garden Television, Air America Radio, Business Ethics magazine, Daily Variety, Financial Planning Magazine and Yogi Times Magazine
Hollis has written a screenplay on the currency experiment in Woergl, Austria in 1932, called, “The Miracle in Woergl”. She will be asking Greg questions from a layman’s perspective.