ESGPlayers Podcast with Jonathan Kvasnik

ESGPlayers Podcast with Jonathan Kvasnik

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ESGPlayers Podcast with Jonathan Kvasnik episodes

  • ESG Players Podcast-Jonathan gives Your Stake/Your Story the Buzz about is Investment Ideas

    https://www.yourstake.org/esguniversity/ep-11-how-beekeeping-brought-me-into-esg-investing

    Listen to the full episode, as Jon and Gabe discuss:

    • Prospecting new clients using a small jar of homemade honey
    • Building better conversations around ESG investing by talking about client’s gardens and how they’re looking for new steps to engage with bettering the world
    • Using ESG data to find investment opportunities without the need to compromise on returns
    • Understanding client preferences and thresholds for company actions and how to utilize tools to build the right portfolio for them

      • ‍

      About YourStake Your Story:

      YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.

      Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.


      https://www.yourstake.org/esguniversity/ep-11-how-beekeeping-brought-me-into-esg-investing

      24 min
    • ESGPP Flash-webinar: Stay The Course 6/2/22

      Jun 2, 2022

      Flash-webinar: Stay The Course

      Jonathan B Kvasnik, ChFC presents: Stay the Course,
      a flash webinar with guest Joel Isenberger.

      Stay the Course:
      EVEN AS BOND MARKETS CHANGE, THE REASONS TO INVEST REMAIN CONSTANT

      Jon presents four reasons why bonds may be a valuable part of a diversified portfolio across interest rate environments.

      1. Lower volatility helps preserve capital
      2. Rising rates build income
      3. Cash “safety” comes at a price
      4. Rising rates don’t impact all bonds the same

        5. Joel concludes the webinar with a look at how rising rates affect the commercial loan market.

        Questions? Contact Krista Klindworth: [email protected]

        Securities offered through Securities America, Inc., member FINRA/SIPC. Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Securities America is separate from any other named entities.

        -Not FDIC Insured -No Bank Guarantees -May Lose Value -Not Insured By Any Government Agency -Not Bank Deposits Securities America and its representatives do not provide tax advice. Please coordinate with your tax advisor regarding your specific situation.

        Joel Isenberger is not affiliated with Securities America, Inc. In general, the bond market is volatile as prices rise when interest rates fall and vice versa. This effect is usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. Bonds are also subject to other types of risks such as call, credit, liquidity, interest rate, and general market risks.

        23 min
      10. Tax strategies for the current financial landscape

        I will show you Strategies I use with clients, for example:

        -Consider “Lumping donations” rather than smaller regular donations
        -Why you may no longer be able to deduct gifts to your favorite Charity
        How to make your IRA distributions potentially nontaxable to you

        31 min
      11. How To Make Decisions When Business Partners Disagree-11-18-20

        Jonathan Kvasnik, ChFC, Presents A Webinar: How To Make Decisions When Business Partners Disagree.

        Guest Speaker: Dan Simon – Owner of Simon Mediation

        Dan Simon, MA, J.D., helps business partners and others resolve conflicts constructively. He practices and teaches transformative mediation in Minneapolis and Los Angeles. He helps clients shift from defensiveness and resentment to clarity, strength and compassion. He received his law degree and his MA in Counseling Psych. from the University of Minnesota and has been mediating full time since 1998. More information available at www.transformativemediation.com

        Join our webinar on Thursday morning,

        November 19th from 8:00 am – 9:00 am

        HANDLE YOUR BUSINESS DISPUTE WITH INTEGRITY

        Regardless of the topic of the business dispute that’s between you and another business, or between you and your business partners, Dan can help you have a good conversation with your business partners. He can help you clarify exactly what you want, and help you make the best possible decisions in order to help you facilitate and achieve your desired outcome.

        Questions contact: [email protected] or 651.291.6216

        Securities offered through Securities America, Inc., member FINRA/SIPC. Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered through Securities America Advisors, Inc.

        Securities America is separate from any other named entities.

        Not FDIC Insured – No Bank Guarantees – May Lose Value – Not Insured By Any Government Agency – Not Bank Deposits

        https://vimeo.com/481732141

        52 min

      About ESGPlayers Podcast with Jonathan Kvasnik

      From the publisher's feed

      ESG Players Podcast is a full package podcast! Environmental, Social, Governance investing is the newest, smartest way to do your investing.
      This podcast is one of the most valuable resources…