Registration is open for the November 4th MMI/Morningstar FA Forum

GET AHEAD OF THE SUSTAINABLE INVESTING CURVE

If you're like many other Financial Advisors, you probably find yourself fielding more and more questions from clients about how they can align their investments with their values.

Ask yourself:

• Do I have a game plan for incorporating sustainable investing into my practice?

• Am I keeping pace with the proliferation of sustainable investment options?

• Do I have the expertise to properly evaluate these options, integrate them into client portfolios, and measure their sustainable impact?

If you answered "NO" to any of these questions, join us in Chicago on Monday, November 4.

The   Money Management Institute   (MMI) and   Morningstar   invite you to a unique, one-day forum for Financial Advisors who want to move   beyond theory to practice   and implement sustainable investing for their clients.

VIEW PROGRAM DETAILS AND AGENDA

REGISTER       (use discount code provided below)

The highly interactive program features:

• Practical know-how and guidance to take advantage of the sustainable investing opportunity
• An all-star lineup of industry experts and advisors who have successfully integrated ESG into their practices
• Small-group sessions to share information and ideas with other forward-looking advisors
• Potential CE credits for CIMA®, CPWA®, CIMC®, RMA®, and CFP® professionals

PLUS!    To take your understanding even further, every attendee will receive one complimentary license for the MMI/Morningstar Sustainable Investing Curriculum, an eight-course online program that blends foundational knowledge with practical insights. Valued at $595, this curriculum is a great follow-on for you or a member of your team.

Invest one day to make your practice more "sustainable" - we hope you will join us in Chicago. Please also share this invitation with colleagues who would be interested in attending.

We are pleased to offer a special discount rate to our Harvest readers of 50% off the retail rate. Attendees will not only benefit from a great line-up of speakers and engaging dialogue, they will also receive CE credits and, to take their understanding even further, access to our sustainable investing curriculum.    Use code HVST50 at registration .

Can't make it to the Forum? Click here to join the MMI Sustainable Investing community and receive ongoing updates and thought leadership.

Questions?   Please contact MMI at   events@mminst.org   or (646) 868-8500.

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