Climate change is reshaping the financial landscape for families and the professionals who guide them. This presentation delves into the latest research and data to highlight the multifaceted financial challenges arising from our shifting climate. We will explore how climate change is influencing real estate values, driving fluctuations in insurance premiums, impacting income stability, and contributing to the inflation of consumer goods. Join us as we examine these critical issues, equipping financial planners with the insights needed to navigate and advise on the evolving economic realities faced by their clients.
Learning objectives:
This presentation provides actionable strategies to elevate financial planning service models in response to emerging challenges posed by climate change and economic volatility. We will offer practical approaches to help clients effectively prepare for and mitigate the impacts of property damage, soaring insurance premiums, declining real estate values, and rising cost of living. Attendees will gain insights into integrating these considerations into their financial planning processes, enabling them to offer more resilient and adaptive strategies that safeguard their clients' financial well-being amidst these evolving risks.
Meet Dan Carreno, CIMA, CSRIC
After a decade of working with visionary investors on Wall Street, Dan realized the transformative potential of capital markets in addressing society's most pressing challenges. Driven by this insight, he has dedicated his career to guiding asset allocators through the intricate and dynamic world of sustainable investing. In 2023, he co-founded O-Six Impact Partners to further this mission. Dan holds a graduate degree in Environmental Policy from the University of Denver and is a Certified Investment Management Analyst and a Chartered SRI Counselor.