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Wellness Workshop Series: Conscious Wealth Planning

  • Conscious Health Meditation + Wellness 1963 Hosea L Williams Drive Southeast Atlanta, GA, 30317 United States (map)

Make 2018 the year you get educated and take charge of your money! 

During this 2 hour interactive workshop you will learn:
*What Sustainable Investing is (and is not).
*What it means to be conscious with your own money- whether you have signficant assets to manage, or you are  just starting to accumulate wealth!
*Practical steps you can take to enhance your relationship to money.

Price: $35 on/before January 15. $45 after January 16. 

About Meredith
Meredith Sims is a fee based investment advisor with a two-fold mission: Helping investors align their values with socially responsible investing and educating and empowering women to step up and take charge of their money.  Working as a Financial Advisor for over 13 years, she is passionate about connecting individuals with the ‘why’ of their money, having them understand their money values and building wealth with purpose, to support their own life fulfillment.  She also believes in making a difference by directing money to where it can do the most good, including investing using Socially Responsible Investing (SRI) strategies.  She recently launched her new firm, Heart Strong Wealth Planning in order to better serve individuals who want to make a difference by investing according to their values.

Meredith holds FINRA Series 6, 63, 65 and 7 licenses. Securities offered through IFS Securities, Inc., Member FINRA, MSRB, SIPC; Investment advisory services offered through IFS Advisory, LLC Registered Investment Advisor. 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326. Phone 404-382-5223. IFS Securities, Inc./IFS Advisory LLC and Heart Strong Wealth Planning are not affiliated companies.