Social Justice and Faith-Aligned Investing
Sundays in May + June
Whether you have a few dollars or millions, you have the power to take control of your finances in a values-aligned way. This upcoming workshop series will help participants identify and apply their financial goals alongside their social justice and Lutheran values. This series is for everyone - all levels of financial experience are welcome.
This workshop series will be lead by Elizabeth Gilbert Kaetzel*. Elizabeth will bring learnings and resources from her work creating an ELCA values-aligned investment stratetgy as part of the Sierra Pacific Synod’s Investment Committee and her decade of experience working in values-aligned and faith investing. Each workshop will also have time for reflection and discussion and include materials to take home.
Sunday, May 17 | 10:15-11:15am
What is Social Justice Investing?
This introductory session will be an opportunity to hear more about what will be covered in the workshop series and hear why investing our values is important.
Sunday, May 31 | 12:30-2:30pm
Lunch & Learn #1: Mapping Your Money
Whether you have cash savings, a 401k, or a complex investment portfolio, this workshop will help find out where your money is, how it’s currently invested, and what your options are for taking action.
Sunday, June 7 | 12:30-2:30pm
Lunch & Learn #2: Mapping what Matters
In part 2, your will learn how to identify the right financial needs and goals for you and your family and your social justice priorities, as well as some practical frameworks for applying those to your investments.
We will be using the book ‘The Social Justice Investor,’ as a resource and guide for much of this series. If you are interested in purchasing the book you can find it here.
Disclaimer: Elizabeth Gilbert Kaetzel is a not a registered financial advisor and information provided during these workshops should be considered educational only and not taken as investment advice. Talk to a certified financial professional for all investment and financial decisions.