Service Description

At Inspire Advisors, we believe investing is not only about financial return but also about stewardship and alignment with biblical values. This class is designed to provide a strong foundation in Biblically Responsible Investing (BRI) and equip you with the tools to apply it to your own financial life. This interactive session will cover: Foundations of BRI – The biblical basis for investing for the glory of God. Understanding Your Investment Statements – Moving beyond performance numbers to evaluate strategy. Setting Objectives & Strategy – Defining goals, strategy, and developing your Investor Policy Statement (IPS). Screening Investments – Identifying companies to avoid and how to find biblically aligned alternatives. Transforming Your Portfolio – Practical approaches for both individual investors and those working with advisors. Portfolio Basics – Key principles of asset allocation, diversification, and recognizing investor biases. Interactive Q&A – Addressing participant questions and applying concepts to real-world scenarios. Additional Details: Each participant will receive a workbook to use during the class and as a take-home resource. After each section, attendees will work through a real-world problem to reinforce the concepts learned. The evening will begin with a brief coffee social, followed by the instructional portion and Q&A. This event is free and open to the public. We encourage you to invite a friend, colleague, or family member who may benefit from learning more about Biblically Responsible Investing. Reserve your seat today: www.moneypatternwealth.com/ourclasses