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At Inspire Advisors, we believe investing is not only about financial return but also about stewardship and alignment with biblical values. This class is designed to provide a strong foundation in Biblically Responsible Investing (BRI) and equip you with the tools to apply it to your own financial life.This interactive session will cover:
- Foundations of BRI – The biblical basis for investing for the glory of God.
- Understanding Your Investment Statements – Moving beyond performance numbers to evaluate strategy.
- Setting Objectives & Strategy – Defining goals, strategy, and developing your Investor Policy Statement (IPS).
- Screening Investments – Identifying companies to avoid and how to find biblically aligned alternatives.
- Transforming Your Portfolio – Practical approaches for both individual investors and those working with advisors.
- Portfolio Basics – Key principles of asset allocation, diversification, and recognizing investor biases.
- Interactive Q&A – Addressing participant questions and applying concepts to real-world scenarios.
Additional Details:
Each participant will receive a workbook to use during the class and as a take-home resource.
After each section, attendees will work through a real-world problem to reinforce the concepts learned.
The evening will begin with a brief coffee social, followed by the instructional portion and Q&A.
This event is free and open to the public. We encourage you to invite a friend, colleague, or family member who may benefit from learning more about Biblically Responsible Investing.
Reserve your seat today: www.moneypatternwealth.com/ourclasses
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Event Venue & Nearby Stays
Rooster's Crow Coffee Roastery, 8402 Building H Whitesburg drive,Huntsville, Alabama, United States
Tickets
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