PLEASE NOTE NEW ZOOL LINK PROVIDED BELOW – THE PREVIOUS ZOOM LINK DID NOT WORK

Presented by

Kristin Summers, Financial Advisor, Morgan Stanley

Description

Our speaker, Kristin Summers, will take us on a three-part financial wellness journey for the months of May, June and July.

There is often a desire for investors to align their asset growth with their values, specifically to help make the world a better place. In this respect, ESG (Environmental, Social Governance) investment strategy has been growing in popularity in recent years. This is where investors choose companies who look to create a positive change in society by tackling social issues such as climate change, hunger, gender equality, racial equality, and more—all while earning positive returns.

In June, Kristin spoke about the basics of investing in the stock market, getting us familiar with what stock investing means, why we may want to consider investing in the stock market and how it is typically done.

For Kristin’s final topic on this journey, she will share with us her perspective of value-based investment strategies, specifically in the following areas:

➢ Generate positive social or environmental change
➢ Align portfolio goals with personal values

Come to all three talks presented by Kristin and be ready to become financially savvy with your money!

Speaker

Kristin Summers began her career as a music supervisor in Los Angeles working on feature films such as “The Blind Side”, “Sex and The City 2”, and Tom Fords’ “A Single Man”. With time, she took her talents to the boutique music publishing company, Heavy Hitters Music. As an integral member of the team, she discovered, signed, and shaped artists for music placements in film and TV. She worked alongside major television networks, editors, and producers to create music that fit to specified project needs. In the spring of 2013, Kristin returned to her music supervision roots, becoming an Emmy Award-nominated music supervisor for her 4 years of work overseeing the music department for the daytime talk show, The Talk, at leading broadcasting network, CBS. In 2015, Kristin also cultivated and began teaching the Music Supervision in Film & TV course at Belmont University’s west coast location. Since leaving Los Angeles in 2017, Kristin has found a new home in Chicago and a new passion in financial planning for individuals, families, and small business-owners. While focusing on women’s financial planning, entertainment industry strategies, and socially responsible investment planning at Morgan Stanley, Kristin continues to help people across the country grow and protect their wealth to fund future goals, while also giving back to the entertainment community as a songwriting mentor to 1000+ songwriters.

Note: The information provided in or through this workshop is for general informational purposes only and does not constitute a recommendation or solicitation to purchase or sell any product or services or make any other type of purchase or decision. The Koa Club is not responsible for, nor endorse, any content that may be provided by the speaker in this workshop and hereby disclaims any responsibility for such content provided.

Morgan Stanley Disclaimer: The securities/instruments discussed in this workshop may not be appropriate for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Who Can Attend & Fee

• Free for all members of The Koa Club and their guests
• Event limited to only members of The Koa Club and their guests

Location/ Date & Time

Online via Zoom only:

Date:  Tuesday, July 26, 2022

Time: 12pm – 1pmPT/1pm-2pmMT/2pm-3pmCT/3pm-4pmET