Building a Life of Impact: Investing Your Values Through Sustainable and Faith-Aligned Retirement Strategies

Clergy and lay leaders increasingly seek alignment between their faith commitments and their financial decisions. Sustainable investing offers a powerful way to live out values such as justice, stewardship, and care for creation while preparing for retirement. By understanding how their retirement assets can contribute to positive change, ministry professionals gain tools to shape a more just and resilient world--now and in their future years of service. What it addresses: Sustainable investing, ESG, and justice-oriented retirement planning. This session is suitable for: Younger clergy and lay workers, justice‑minded leaders, and mid‑career ministry professionals. Host: Rev. Dr. Paul L. Ramsey, Director of Church Relations & Philanthropy Featured Guests: Lan Cai, Chief Investment Officer; PBUCC Investment Team Join Lan Cai, Chief Investment Officer, and members of her investment team, as they introduce sustainable and faith-aligned investing as a way to integrate financial preparation with theological commitments. Topics Include: Sustainable investing basics Faith‑aligned decisions Impact and returns Participants will: Understand ESG principles Align values with investments Understand investing impact