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Join Cassie Laymon, John Siverling, and Aimee Minnich for an introduction to Impact Investing. John and Aimee will discuss trends they are seeing that are of interest to advisors, and share how advisors can add this tool to their investing toolbox to make a positive impact for their clients and the global community. In addition, John will also be reviewing highlights from the recently completed "Survey on Awareness and Use of Faith Based Investing" conducted by the Christian Investment Forum and Aimee will share some highlights from her most recent book, The Profitable Charity.
Cassandra Laymon is the President of Beacon Wealth Consultants and Director of Institutional Sales for LightPoint Portfolios. Cassandra partners with advisors and their business owner and church clients as a Certified Plan Fiduciary Advisor to better understand their company retirement plan objectives and design, to make them values-aligned, efficient, and cost effective. She also assists financial advisors and business owners in better understanding their fiduciary responsibilities and how to effectively delegate those to a qualified investment manager - 3(38) Fiduciary. Cassie is the author of the book I Found Jesus in the Stock Market: How Biblically Responsible Investing Can Change Your Heart, Too. She has also earned the Certified Kingdom Advisor® credential.