An all Quaker panel explores the challenges and rewards of aligning our values and our finances. We will discuss investments banking and more.

Invest in Your Values program at Medford Friends Meeting on Saturday, Oct. 13th, at 4:00. Please see the attached flyer for details. This is the third program in our series on climate change. Inspired by the fossil fuel divestment/renewables reinvestment movements, our program will explore the challenges of socially responsible finances. Expert speakers and panelists will look at how all of our finances–investing, banking, etc., can support our values. A sustainable vegetarian meal will follow.

For details or to register, call 609-953-8914. Registration is not required, but it does help us plan the meal. We sincerely hope you can join us on October 13th.”

Jeffery W. Perkins of Friends Fiduciary will discuss screening for responsible investments and shareholder activism. Perkins is executive director of Friends Fiduciary, a Quaker non-profit that provides socially responsible investment management services to Quaker meetings, churches and organizations. 

Pamela Haines, will speak on how economic theories and structures shape lives and challenge values. A co-author of Toward a Right Relationship with Finance; Interest, Debt, Growth and Security, she espouses a common theme: Demystifying connections between economics and daily life, while challenging people to claim their power and act on their values.

Rich Cleaver Rich has worked in financial services his entire career and is currently Director of Sales and Relationship Management for a large provider of credit card processing and related services. The presentation will be an overview of affinity credit cards linked to nonprofit organizations and causes, including a comparison of selected programs. 

Panel: Rachel Melroy Husser joins the speakers. She is Senior Vice President and Investment Counselor for Capital Group Private Client Services. She assists nonprofit foundations and endowments to pursue financial objectives. She has served the International Rescue Committee and spent an AmeriCorps year of service teaching on NYC’s Lower East Side.