Responsible Finance Series: Event 4 of 4 | Recording of the one-hour webinar with Tamara Toles O'Laughlin, Moderator, CEO and President of the Environmental Grantmakers Association; Timothy Yee, Co-Founder and Chief Retirement Specialist at Green Retirement Inc.; Alex Wright-Gladstein, CEO of Sphere, sponsor of the Sphere 500 Climate Fund; R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor Ratings and Portfolios.

Watch the recording of Responsible Finance Webinar #4: Retirement Plans, Part 4 of Third Act’s 4-part series on Responsible Finance designed in collaboration with Timothy Yee and Rose Penelope Yee of Green Retirement, Inc. to answer your questions. In this series, you will hear from certified financial advisors, bank and personal finance experts, experts on investment and retirement, and nonprofits leading campaigns to reform the financial system. You’ll learn big-picture strategies and approaches as well as practical steps to help you design your personal Responsible Financial Plan and to make choices that are good for you and good for the planet.

Responsible Finance Webinar #4: Retirement Funds was hosted on January 26, 2023.

Speakers included:

  • Tamara Toles O’Laughlin, Moderator, CEO and President of the Environmental Grantmakers Association
  • Timothy Yee, Co-Founder and Chief Retirement Specialist at Green Retirement Inc
  • Alex Wright-Gladstein, CEO of Sphere, sponsor of the Sphere 500 Climate Fund
  • R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor Ratings and Portfolios

In this webinar recording you will learn about:

  • An overview of 401(k) and 403(b) employer retirement plans
  • Specific and practical tools, ratings, platforms, and resources you can use to evaluate and choose retirement funds that meet your environmental and social values
  • Learn how to implement a “fossil-fuel-free” portfolio, and how to track progress via GHG emissions reductions
  • Learn how to rollover 401(k) funds from prior employers so you have more options to invest in
  • Opportunities for engagement and activism with employers and investment advisors to persuade them to choose and offer greener retirement plans

To learn about the earlier webinars, please visit the Responsible Finance Resource Collection and check out some of our blogs.

Please note: Third Act is a non-profit educational, organizing, and advocacy organization. We are not investment advisors and are legally prohibited from providing investment or financial advice. The information provided on this page, our website, in the webinar, and in emails is for educational purposes only. Third Act does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments.

Ways to get involved

All the different ways you can get involved with Third Act: