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Webinar & workshops that will expand your expertise

Boost your credibility and knowledge through executive thought leadership.

We often speak to general audiences about:

  • Investment and social responsibility
  • Becoming financially empowered
  • Building a practice of giving (charitable and beyond)

We often speak to financial advisors about:

  • Building a values-driven firm
  • Identifying and developing a niche
  • SRI/ESG Investment options and who they are right for
  • RIAs learning to support their clients’ charitable (and non-deductible) giving

List of places we have spoken:​

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If you’d like a member of the Values Added team to speak at your event, please contact us at:

Or you can simply email us directly:

"> EMAIL US

Would you like your (charitable) giving to be mindful, tax-efficient, effective, and fun?

We have created a 5-day series that covers the how, why, who, and when of incorporating a giving practice into your daily life.