Upcoming Events
PLANNING FOR YOUR LONGEVITY
12 month workshop series for developing your personal plan
3rd Tuesday of each month - next class Tuesday, April 15, 2014
Time: 6:00-7:30pm
Location: Share Space, 533 5th Street, Santa Rosa - 2nd Floor
Cost: Donations welcome
This monthly class series is hosted by The Collaborative on Positive Aging. Topics will include:
For more information, please call Mary 707-525-0143 or email: information@councilonaging.com
12 month workshop series for developing your personal plan
3rd Tuesday of each month - next class Tuesday, April 15, 2014
Time: 6:00-7:30pm
Location: Share Space, 533 5th Street, Santa Rosa - 2nd Floor
Cost: Donations welcome
This monthly class series is hosted by The Collaborative on Positive Aging. Topics will include:
- Relationships
- Balance & Self Care
- Finances
- Living Arrangements
- Meaning and Purpose
- Work and Volunteerism
- Much More!
For more information, please call Mary 707-525-0143 or email: information@councilonaging.com
SOCIAL ENTERPRISE MEET-UP
Date: Thursday, April 17th
Time: 6:00-8:00 pm
Location: Share Space, 533 5th Street, 2nd Floor, Santa Rosa
Cost: Free (suggested donation of $5)
Come and meet your fellow visionary and social entrepreneurs through our building a better world through business mixer. Great networking, fabulous speakers and awesome snacks.
Meet Oren Wool, Executive Director of the Sustainable Enterprise Conference.
Oren is a consultant in the natural products industry for organizations implementing solutions that improve organizational communication and support brand messaging. Previously Oren directed the logistical operations for Indigenous Designs, overseeing a near doubling of the company. He worked with cooperatives in Peru, Ecuador, Guatemala and India to bring organic artisan crafted contemporary clothing to the fashion industry and deliver profits from a socially equitable supply chain.
Date: Thursday, April 17th
Time: 6:00-8:00 pm
Location: Share Space, 533 5th Street, 2nd Floor, Santa Rosa
Cost: Free (suggested donation of $5)
Come and meet your fellow visionary and social entrepreneurs through our building a better world through business mixer. Great networking, fabulous speakers and awesome snacks.
Meet Oren Wool, Executive Director of the Sustainable Enterprise Conference.
Oren is a consultant in the natural products industry for organizations implementing solutions that improve organizational communication and support brand messaging. Previously Oren directed the logistical operations for Indigenous Designs, overseeing a near doubling of the company. He worked with cooperatives in Peru, Ecuador, Guatemala and India to bring organic artisan crafted contemporary clothing to the fashion industry and deliver profits from a socially equitable supply chain.
LOCAL INVESTING - Join Dale Wannen of Sustainvest Asset Management
Date: Thursday, April 24th
Time: 6:00-8:00pm
Location: Share Space, 533 5th Street, 2nd Floor, Santa Rosa
Cost: Free (suggested donation of $5)
Host: The Sonoma New Economy Project
Sustainable and Responsible Investing: Shareholder Activism
Ever want to raise your hand and say something to corporate management? As holders of stock in a company, investors do have the ability to take an active role as the owners of these corporations. One way to do this is through filing shareholder resolutions. Topics that are addressed include corporate governance, climate change, political contributions, pesticide use, animal cruelty, gender/racial discrimination, pollution, problem labor practices and a host of other issues. Shareholder resolutions are then presented for a vote to all owners of a corporation. Sustainvest Asset Management is actively involved in filing such resolutions and is always open to ideas that clients may have regarding issues that are near and dear to them.
Dale Wannen has over 15 years experience in wealth management and financial services. Prior to Sustainvest, Dale was a portfolio manager at Harrington Investments and specialized in ESG investment strategies, securities analysis, and shareholder advocacy. Prior to this position, Dale was a financial advisor with UBS Wealth Management Services in San Francisco. He is often a guest speaker on the topic of ESG investing and shareholder advocacy. Dale has an MBA in Sustainable Management from Presidio Graduate School in San Francisco. He earned a B.A. in Economics from Rowan University and currently is a volunteer with Mentor Me Petaluma, Rebuilding Together Petaluma, and the founder of Green Drinks Petaluma. He also currently sits as Board of Director and Treasurer of San Francisco human rights organization, Global Exchange, teaches Economics for the Oakland non-profit Game Theory Academy and is a committee member for the National Resources Defense Council (NRDC) in San Francisco.
Sustainvest Asset Management, LLC is a registered investment advisor based in Petaluma, CA which focuses on sustainable and responsible (SRI) investing helping clients align their values with their investment goals without sacrificing returns. As an independent practice, we are able to give clients an objective view without any conflict of interests.
Date: Thursday, April 24th
Time: 6:00-8:00pm
Location: Share Space, 533 5th Street, 2nd Floor, Santa Rosa
Cost: Free (suggested donation of $5)
Host: The Sonoma New Economy Project
Sustainable and Responsible Investing: Shareholder Activism
Ever want to raise your hand and say something to corporate management? As holders of stock in a company, investors do have the ability to take an active role as the owners of these corporations. One way to do this is through filing shareholder resolutions. Topics that are addressed include corporate governance, climate change, political contributions, pesticide use, animal cruelty, gender/racial discrimination, pollution, problem labor practices and a host of other issues. Shareholder resolutions are then presented for a vote to all owners of a corporation. Sustainvest Asset Management is actively involved in filing such resolutions and is always open to ideas that clients may have regarding issues that are near and dear to them.
Dale Wannen has over 15 years experience in wealth management and financial services. Prior to Sustainvest, Dale was a portfolio manager at Harrington Investments and specialized in ESG investment strategies, securities analysis, and shareholder advocacy. Prior to this position, Dale was a financial advisor with UBS Wealth Management Services in San Francisco. He is often a guest speaker on the topic of ESG investing and shareholder advocacy. Dale has an MBA in Sustainable Management from Presidio Graduate School in San Francisco. He earned a B.A. in Economics from Rowan University and currently is a volunteer with Mentor Me Petaluma, Rebuilding Together Petaluma, and the founder of Green Drinks Petaluma. He also currently sits as Board of Director and Treasurer of San Francisco human rights organization, Global Exchange, teaches Economics for the Oakland non-profit Game Theory Academy and is a committee member for the National Resources Defense Council (NRDC) in San Francisco.
Sustainvest Asset Management, LLC is a registered investment advisor based in Petaluma, CA which focuses on sustainable and responsible (SRI) investing helping clients align their values with their investment goals without sacrificing returns. As an independent practice, we are able to give clients an objective view without any conflict of interests.
