WISE-NYC is excited to invite you to a special panel discussion. This in-person event will explore how individuals can align their financial goals with their values, while building long-term financial wellbeing. Our panelists will share practical strategies for designing a sustainable investment approach, choosing values-aligned financial advisors, and navigating the evolving landscape of policies and regulations that impact personal finance. They’ll also share real-world examples to help bring these ideas to life.

Panelists: 

• Dilini Weerasooriya, Senior Financial Advisor, Merrill

• Katie White, Vice President, Business Development Officer, 1919 Investment Counsel

• Tifphani White-King, Partner, Global Tax Board & US Tax Board, Forvis Mazars

Moderator:

• Carlotta Franchin, Managing Director, Sustainability Consulting, Forvis Mazars.

Location:
Forvis Mazars, LLP
Link to RSVP