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This session is part of Module 3 of the Faith-Based Investing course.
Module 3 covers practical issues including what types of screening tools are available, how to construct a diversified faith-based portfolio, addressing common concerns, and how to use a faith-based investment offering to differentiate your practice and deepen client relationships.
About the Speaker
Rich Young
Young & AssociatesRich Young, CKA® is President of Young & Associates, a Private Wealth Advisory practice of Ameriprise Financial Services, LLC. Rich has served at Young & Associates since 1992. He also assists CFAN ( Christian Financial Advisor Network ) within Ameriprise and the Biblical Responsible Investment platform offered for advisors to serve clients. Rich and his wife, Julie, live in Mt Pleasant, SC and have 7 children.
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