Jina Penn-Tracy
Co-Founder, Co-Owner and Senior Wealth Manager
Centered Wealth
Co-Founder, Co-Owner and Senior Wealth Manager
Centered Wealth
President and CBDO
World Tree
Co-Founder, Co-Owner and Senior Wealth Manager
Centered Wealth
Director of Investor Relations
World Tree
(for accredited investors only)
When it comes to investing, are you clear on your motivations? Do you know what drives you to invest?
For many people, it’s simply about growing their wealth. But there’s so much more to it than that!
Join Centered Wealth Impact Advisors Jina Penn-Tracy and Stuart Valentine, and World Tree executives, Dr. Cathy Key and Angela Burton as they discuss the importance of keeping your eyes on the larger picture.
Investing is about connecting your values to your financial goals. It’s about finding alignment between what you believe in and where you want your money to go.
When you can do that, suddenly investing becomes so much more than just numbers on a page. It becomes exciting, inspiring, and empowering.
This webinar will have you feeling inspired and reconnected to what’s most important to you and aligning it with the way you create your wealth.
Centered Wealth is not a registered broker-dealer nor a registered investment advisor. Centered Wealth and Vanderbilt Financial Group are separate and unaffiliated entities. Jina Penn-Tracy and Stuart Valentine are registered financial advisors under Vanderbilt Advisory Services. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade Insurance Services offered through Vanderbilt Insurance and other agencies Supervising Office: 55 Main Street, Suite 415 Newmarket, NH 03857 603-659-7626 For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
This presentation is not a solicitation to purchase any securities and is for informational purposes only. All investing involves risk. Please refer to the appropriate offering documents and the prospectus should you wish to invest additional funds.
World Tree USA
1590 Rosecrans Ave.
Suite D516
Manhattan Beach, CA 90266
contact@worldtree.eco
1 888 693 8733 (TREE)
480 948 0188
Centro Corporativo Plaza Roble
Escazú-Edificio Las Terrazas A
Quinto Piso,
San José
costarica@worldtree.eco
Calle Ottawa No. 204
Col. Villaverde. C.P. 37288
Leon, Guanajuato, Mexico