Align Your Assets with Your Values—In Just One Day at Glenmede Office – Philadelphia, PA

You already manage your money and understand the basics. Now, discover how to make your portfolio reflect your purpose. Join Invest for Better Philadelphia and The Forum of Executive Women for a focused, high-impact session designed to elevate your financial journey without the multi-week commitment.

Spend a day with a supportive group of women who want their money to reflect what matters most.

Event Details

• Time: 8:30 AM–3:30 PM
• Location: Glenmede’s Office | 1650 Market Street, Philadelphia, PA
• Format: Full-day interactive workshop & executive networking
• Fee: $200 — includes a copy of Activate Your Money, snacks, and lunch
• Hosts: Invest for Better Philadelphia & The Forum of Executive Women

Why Attend?

• Maximum Impact, Minimum Time: Experience the core of Invest for Better’s acclaimed curriculum in a single day—ideal for busy schedules.
• Values-Aligned Investing: Learn actionable strategies to control your assets and align your wealth with your personal mission.
• Executive Community: Connect and collaborate with like-minded women leaders over a day dedicated to financial empowerment.

Is This Day for You?

You’re ready for this session if you can say "Yes" to the following:

• You look forward to a day dedicated to money, values, and impact.
• You have a general sense of your accounts (retirement, personal portfolios).
• You check in on your personal finances at least once a year.
• You know basic concepts like stocks, bonds, and diversification.

If you say "No" to one or more, we recommend our standard 6-session curriculum

What Will You Take Away?

Your money story

Explore the money stories you carry and how history shaped them

• Start to feel less alone in the questions you've been asking

Your bank

• See what your bank actually does with your deposits
• Research your own bank using Mighty Deposits and Bank4Good
• Explore alternatives: credit unions, CDFIs, green banks, and affinity-focused banks

Bonds & fixed income

• Learn about impact-oriented bonds — green, social, gender lens, and municipal

Public equities

• Understand the full spectrum of values-aligned approaches, from screening out harm to backing real solutions
• See why ESG ratings vary — and what that means for your portfolio
• Try As You Sow and Morningstar hands-on, with your own funds

By the end, you'll walk out with more clarity, more confidence, and the sense that your money can work for the life and community you want.