Why is considering climate risk crucial in financial decision-making?
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, is joined by guest co-host, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement to speak with Steven M. Rothstein, Managing Director, Accelerator at Ceres, Inc., about the importance of considering climate risks and opportunities in financial decision-making, particularly in banking, insurance, and pensions. Stephen emphasizes the need for investment portfolios to consider long-term climate change impacts. He highlights the lack of access to climate funds in 401(k) plans and the misconceptions surrounding ESG options in retirement plans.
Connect with Jamie Hopkins and Ana Trujillo Limón:
Connect with Bonnie Treichel:
Connect with Steven M. Rothstein:
About our Guests:
Bonnie Treichel, JD, is the founder and chief solutions officer of Endeavor Retirement. Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors updated on the rules and regulations through her webinars, presentations, and consultations. The result — advisors and consultants help more people access their retirement savings.
Steven M. Rothstein is the founding Managing Director of the Ceres Accelerator for Sustainable Capital Markets.
This episode of Framework was pre-recorded. At the time of recording Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.