Speakers

Jordan will present on the importance of saving one’s personal history and family stories in a world in which that tradition is quickly fading, plus strategies, advice, and things to avoid when writing your own life story or family history. Jordan owns a company called Legacy Biography, where he offers a done-for-you writing service that helps people write their memoirs/autobiographies. Jordan holds a degree in Creative Writing from Georgia Southern University and currently live in southeast Georgia.

Doing Well by Doing Good: can sustainable investing help with retirement planning?

Investors are increasingly interested in incorporating sustainable and impact (ESG) investing into their financial planning.  Driven by interest from retail investors, sustainable investing is the cutting-edge new concept in investing. In addition to this overview on sustainable investing, William will offer insights on the turbulent current market environment that all investors can benefit from. 

William Bruno 

William B. Bruno is VP for Sustainable Investing and Financial Planning at Sandbox Financial Partners, an independent investment advisory firm in Bethesda. Will has worked as a financial advisor for over 15 years and has developed a deep understanding of sustainable (ESG) investing and retirement planning. Will has served on the Episcopal Diocese of Washington's Committee on Socially Responsible Investing and been on the Investment Committee of the Fairfax, County Bar Association in Virginia.   In addition, he has published articles on investing and is a contributor to Kiplinger.  Will and his two sons live in Bethesda, MD.