Past events

How can your investment strategy impact the change you want to see in the world?

  • Lenore Reiner, Responsible Investment Specialist - Calvert, an Eaton Vance Company
  • Geri E. Pell, CFP®, MBA, CDFA®, Private Wealth Advisor and Julie Wendholt, APMA®, Financial Advisor

For some, having a lasting impact on the world for today, and future generations is of utmost importance. How can you use your investments to make a difference and effect the positive change you want to see? Investing with your values and having a good rate of return are not mutually exclusive. You can do well by doing good.

Join us virtually on September 17th as we welcome Lenore Reiner, Responsible Investment Specialist at Calvert, an EatonVance Company. Lenore will discuss Responsible Investing: Aligning your financial goals with your values. She will dig deep and show us how using various environmental, social, and governance factors when making investment decisions can help put your money to work towards implementing policies and practices that align with your values.

Please invite anyone you know who is like-minded and curious about Pell Wealth Partners and how we can help them invest for impact.

This is an informational event. There is no obligation or cost to attend. Eaton Vance is not Friday, March 20th affiliated with Ameriprise Financial. Pell Wealth Partners is a private wealth advisory practice of Amerirpise Financial Services, LLC. Investors could experience increased risk when limiting investment choices to a specific industry sector that may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. The Compass is a trademark of Ameriprise Financial, Inc.. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.2973753ACMR0320

[Not Your Typical] Finance 101

  • Daniel Ahearn, APMA®, Financial Advisor | Vice President
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Calling the class of 2020, college students, and Zoomers:

Join Financial Advisor Dan Ahearn, APMA® of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC for a virtual "Finance 101" Q&A session as we discuss some of the most common concerns facing Gen Z today:

  • How can I afford to live while in college without having to eat ramen every night?
  • What will my student loans look like after I graduate?
  • Should I sign up for the credit card that's also offering me a free t-shirt?
  • Is it too early to start thinking about retirement?

This is an informational event. There is no cost or obligation.
The Compass is a trademark of Ameriprise Financial, Inc.
Ameriprise Financial Services, LLC, Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc., All rights reserved 3176972ACMR0720

[Not Your Typical] Finance 101

  • Daniel Ahearn, APMA®, Financial Advisor | Vice President
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Calling the class of 2020, college students, and Zoomers:

Join Financial Advisor Dan Ahearn, APMA® of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC for a virtual "Finance 101" Q&A session as we discuss some of the most common concerns facing Gen Z today:

  • How can I afford to live while in college without having to eat ramen every night?
  • What will my student loans look like after I graduate?
  • Should I sign up for the credit card that's also offering me a free t-shirt?
  • Is it too early to start thinking about retirement?

This is an informational event. There is no cost or obligation.
The Compass is a trademark of Ameriprise Financial, Inc.
Ameriprise Financial Services, LLC, Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc., All rights reserved 3176972ACMR0720