Event Details:
📅 Date: Thursday, December 4, 2025
🕛 Time: 12:00 PM
📍 Location: PLANTA Bethesda
4910 Elm Street, Bethesda, MD 20814
🥗 Lunch Provided

RSVP:
Please RSVP by November 30th 
Space is limited — early registration is encouraged.

Join Potomac Wealth Advisors, LLC, for an inspiring and insightful luncheon focused on the power and potential of Environmental, Social, and Governance (ESG) investing.

As responsible investing continues to shape the future of global markets, this event will explore how ESG principles can help investors align their portfolios with both performance goals and personal values.

We are honored to welcome Lenore Reiner, Chartered Financial Planner (CFP®) and Chartered SRI Counselor (CSRIC™), Executive Director at Calvert Research and Management, as our featured guest speaker. Lenore is a recognized leader in responsible investment strategy and will share her expert perspective on:

🌱How ESG investing is evolving amid shifting market conditions

🌱The long-term advantages of sustainable investment strategies

🌱Practical steps investors can take to integrate ESG factors into diversified portfolios

This is a unique opportunity to gain professional insight, connect with like-minded investors, and enjoy a delicious lunch in an engaging setting.

Don’t miss this chance to hear from one of the industry’s most respected voices and discover how ESG investing can empower your portfolio to make a lasting impact.

Environmental, social, and governance ("ESG") criteria uses nonfinancial factors to evaluate investments. The Incorporation of ESG factors may mean forgoing certain investment opportunities available to other strategies that do not have similar constraints. As a result, these investments or strategies may underperform the market or other investments. ESG considerations will vary across investment objectives and all investments are subject to risk, including the loss of principal. There is no guarantee that any objective will be achieved.