Lyceum News

** Free Lecture **

The Bedford Lyceum and First Parish in Bedford’s Environmental Justice Committee are proud to present

Personal Values-Based Investing”

with Flynn McDonnell, JD

Flynn McDonnell, JD will discuss how we can make a positive impact through values based investing with the intention to generate measurable social and environmental impact in addition to a financial return.  What is Socially-Responsible Investing, Environmental, Social and Governance Investing, and Impact Investing?  Investing consciously and purposefully allows one to express beliefs and make a positive impact on the world (e.g., divesting from fossil fuels). Join us for this discussion!

 SUNDAY, May 1st  from 3–4pm (Eastern) via Zoom

PRESENTER: Flynn McDonnell, JD, Senior Investment Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has held positions on investment and planning committees for various registered investment advisors.   Flynn also sits on several non-profit and for-profit advisory boards. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI Consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and a VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at the law firm Forman, Roberts, Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami, Florida.

Zoom link:

https://zoom.us/j/99347803793?pwd=blkycmNielM3Rk9lbVcxZVpIbHJkZz09

Meeting ID: 993 4780 3793
Passcode: 465986
One tap mobile +19292056099,,99347803793#
By phone +1 929 205 6099

 

For further information, please contact Ellen at mountainbreeze52@gmail.com

** First Parish in Bedford is proud to host this presentation as part of The Bedford Lyceum, a monthly lecture series on a wide range of topics.  All talks are free and open to the public.   Registration is not required.  **