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X-WR-CALDESC:Events for Copper Leaf Financial
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SUMMARY:The Biggest Mistakes Investors Make and How to Avoid Them with Larry Swedroe
DESCRIPTION:Hosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring friend and investment expert Larry Swedroe\, Chief Research Officer of Buckingham Wealth Partners we address strategies for avoiding mistakes and much more. \nAt Copper Leaf Financial we practice evidence-based investing (EBI) because it is rooted in data\, and Larry has had a major influence on the EBI approach as one of the first published authors to explain the science of investing in layman’s terms. He has since authored 18 more books on smart investing and has spent his time\, talent and energy educating investors on the benefits of EBI with enthusiasm few can match. \nFor this event\, we draw from Larry’s book “Investment Mistakes Even Smart Investors Make and How to Avoid Them” and discuss: \n\nHow today’s markets differ from times past\nShatter myths about money that you’ve come to accept. We may even challenge the conventional wisdom you’ve received from friends\, other advisors\, and other so-called “experts”.\nThe markets\, portfolio construction\, alternative asset classes\, smart tax strategies\, and some of the investment mistakes that smart investors make.\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/the-biggest-mistakes-investors-make-and-how-to-avoid-them-with-larry-swedroe-author-and-investment-expert-chief-research-officer-of-buckingham-wealth-partners/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/April-21_image.jpg
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DTSTART;TZID=America/New_York:20210318T000000
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DTSTAMP:20230411T125637Z
CREATED:20230208T154735Z
LAST-MODIFIED:20230411T125637Z
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SUMMARY:Long Term Care Considerations in the Age of COVID-19
DESCRIPTION:Michael Thompson of Copper Leaf Financial welcomes Mark Maurer\, CFP\, President & CEO of insurance advisory firm LLIS to discuss important issues for those considering long term care insurance or those with existing policies in the age of COVID-19. \nSpecifically\, we discuss: \n\nThe direct impact that COVID-19 has had on long term care\nAddressing hard questions about how to make sure your coverage is designed to adequately meet your needs\nHow protection against the risk of long-term care expense fits into an overall financial plan for retirement.\n\nMark is a member of the National Association of Insurance and Financial Advisors\, and a popular speaker for financial organizations including The Alliance of Cambridge Advisors\, NAPFA\, Garrett Planning Network\, LIMRA\, LOMA\, and Society of Actuaries. He is also a contributing insurance resource to industry publications including Business Week\, Bloomberg.com\, Forbes\, NAPFA Advisor\, AMA Physicians’ Guide to Financial Planning\, NY Daily News\, Jean Chatzky’s Talking Money\, and Jane Bryant Quinn’s book\, Making the Most of Your Money Now. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/long-term-care-considerations-in-the-age-of-covid-19-with-mark-maurer-cfp-president-ceo-of-insurance-advisory-firm-llis/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/March-21_image.jpg
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DTSTART;TZID=America/New_York:20210221T000000
DTEND;TZID=America/New_York:20210221T000000
DTSTAMP:20230411T125435Z
CREATED:20230208T154735Z
LAST-MODIFIED:20230411T125435Z
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SUMMARY:COVID-19 Lessons from a Vermont Primary Care Physician
DESCRIPTION:Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH Internal Medicine in South Burlington\, Vermont. Mark was on the front lines from the very start of the coronavirus outbreak\, and he shares his insight and thoughts about this virus and health care considerations. \nSpecifically\, we discuss: \n\nVaccines\nVariants of the virus\nTravel advice\nHealth questions that can’t wait\nHow to approach your next doctor’s appointment\nThe new normal in healthcare\nMethods for helping family and friends suffering from isolation/loneliness\n\nDr. Pitcher is an American Board of Internal Medicine (ABIM) Board Certified physician with over 25 years of experience in Primary Care Internal Medicine\, and has served as the Medical Director for Burlington Health and Rehabilitation since 1995. Currently serves as an associate Medical Director with the VNA Hospice Program\, and is a Fellow in the American College of Physicians. \nThis video can be viewed in two parts: \n\nPart I: https://youtu.be/ZS6ueHw9BXE\nPart II: https://youtu.be/GhnH-MulK0w
URL:https://copperleaffinancial.com/event/covid-19-lessons-from-a-vermont-primary-care-physician-with-guest-dr-mark-pitcher-of-goodhealth-internal-medicine-in-south-burlington-vt/
CATEGORIES:Webinar
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