Money Savage

ESG and Retirement Plans with Bonnie Treichel

November 24, 2020

On this show, we talked about solving the complexities facing smaller organizations wanting to offer retirement plans, the role ESG funds play in worksite retirement plans and what you can do if you’d like to utilize that investment approach inside your plan with Bonnie Treichel CoFounder and COO of ZUNAListen to learn if ESG investments are a good fit for retirement plans!

For the Difference Making Tip, scan ahead to 20:56!

You can learn more about Bonnie at TeamZuna.com, YouTube, Instagram and LinkedIn.

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