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This call, which took place in September of 2015, is entitled: Making a Difference Through Proxy Voting. Why is proxy voting an important component to Biblically Responsible Investing? We typically talk about divesting of certain investments to align our portfolios with our faith values. But, there may be times when a protest is more suitable, and proxy voting is one way to do that. Join us on our monthly call to learn how to cut through all that paper to find the most important pieces and use your vote to make a difference in the companies your clients are invested in.
About the Speaker
Cassandra Laymon
Beacon Wealth ConsultantsCassandra 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.
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