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DTSTART;TZID=America/New_York:20231213T120000
DTEND;TZID=America/New_York:20231213T130000
DTSTAMP:20260405T170944
CREATED:20231127T142848Z
LAST-MODIFIED:20240711T145549Z
UID:10000061-1702468800-1702472400@copperleaffinancial.com
SUMMARY:Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead
DESCRIPTION:Click here to register! \nWhat investing lessons did 2023 teach us and what might 2024 have in store? \nMarket uncertainty and continued inflation loom as we look towards the new year. Stock market forecasts and 2024 predictions by so-called experts can feel overwhelming. \nJoin us for our next virtual roundtable event “2023 Market Review: Lessons Learned and a Look Ahead with Larry Swedroe”. Discover how proper planning (not baseless predictions) can eliminate the guessing and instead rely on data and evidence as a path to investment success. \nHosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring investment expert Larry Swedroe\, Chief Research Officer of Buckingham Wealth Partners\, we will take a close look at the year ahead. Michael will ask Larry to look into his crystal ball and share his thoughts about market forecasts and his views about the future. \nMore about Larry Swedroe: \nAs a sought-after speaker and co-author of eight books on investing\, Larry Swedroe has also had appearances on national television shows airing on NBC\, CNBC\, CNN and Bloomberg Personal Finance. He is a prolific writer\, contributing regularly to multiple outlets\, including Advisor Perspectives and The Evidence-Based Investor. For more information about Larry please click here.
URL:https://copperleaffinancial.com/event/virtual-townhall-2023-market-review-lessons-learned-and-a-look-ahead/
LOCATION:Online\, United States
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/11/Luma_12-2023.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231115T120000
DTEND;TZID=America/New_York:20231115T130000
DTSTAMP:20260405T170944
CREATED:20231024T151730Z
LAST-MODIFIED:20231024T151823Z
UID:10000060-1700049600-1700053200@copperleaffinancial.com
SUMMARY:Virtual Townhall: Enhance Your Philanthropic Giving by Including Real Estate and Property Donations
DESCRIPTION:Click here to register! \nAre your kids not interested in taking over the family camp after you’re gone? Are you considering leaving you’re second home to your church or college? Do you want to preserve part of your farm from development? \nAs part of Copper Leaf Financial’s focus on philanthropic giving we are excited to invite you to our next virtual townhall as we discuss the possibilities of including real estate and property donations in your giving strategy. \nJoin us on Wednesday\, November 15th at 12pm Eastern for “Enhance Your Philanthropic Giving by Including Real Estate and Property Donations” as we welcome Christa Kemp from the Vermont Land Trust. Christa is an expert in major gifts and planned giving. \nWe will talk about how donating real estate to charity may provide a solution to some potential legacy planning dilemmas. We’ll also discuss how the Vermont Land Trust works with donors to help families reduce taxes and preserve valuable Vermont property for future generations. \nDon’t miss this opportunity to learn about how you could use real estate and property donations to maximize the impact of your giving and your legacy! \nMore about Christa Kemp \nChrista serves as the Vermont Land Trusts’ Director of Donor Relations\, responsible for major gifts and planned giving.  She joined VLT in 2011\, after working in Burlington as an investment advisor and retirement planner. A native Vermont\, she brings 30 years of experience working or volunteering on behalf of land and wildlife conservation. Christa especially loves connecting with people about VLT’s work and their impact on farming\, forestry\, climate\, and recreation. Click here to learn more about Christa and VLT.
URL:https://copperleaffinancial.com/event/virtual-townhall-enhance-your-philanthropic-giving-by-including-real-estate-and-property-donations/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T120000
DTEND;TZID=America/New_York:20231018T130000
DTSTAMP:20260405T170944
CREATED:20230918T122233Z
LAST-MODIFIED:20231121T182800Z
UID:10000059-1697630400-1697634000@copperleaffinancial.com
SUMMARY:Virtual Townhall: Paul Hawken & The Regeneration Project - Putting Life at the Center of Every Action and Decision
DESCRIPTION:Click here to view this recorded event. \nIn our October townhall\, we welcomed Paul Hawken\, author of nine books including six New York Times bestsellers. Paul is also the founder of Project Regeneration which is creating the world’s largest listing of solutions to the climate crisis. \nWe discussed Regeneration\, a radical new approach to the climate crisis\, one that weaves justice\, climate\, biodiversity\, and human dignity into a seamless tapestry of action\, policy\, and transformation that can end the climate crisis in one generation. Paul talked about what needs to be done and how to do it on all levels of agency\, from a classroom to a CEO. \nMore about Paul Hawken \nPaul Hawken starts ecological businesses\, writes about nature/commerce\, and consults with heads of state and CEOs on climatic\, economic\, and ecological regeneration. He has written nine books including six NYT bestsellers:  Growing a Business\, The Next Economy\, The Ecology of Commerce\, Blessed Unrest\, Drawdown\, and Regeneration. His latest book\, Regeneration\, Ending the Climate Crisis in One Generation\, was published by Penguin Random House September 2021. He is the founder Project Regeneration which is creating the world’s largest listing of solutions to the climate crisis. He is currently writing The Book of Carbon\, The Business of Life\, to be published by Penguin Random House in 2024. For more information about Paul please click here.
URL:https://copperleaffinancial.com/event/virtual-townhall-the-regeneration-project-putting-life-at-the-center-of-every-action-and-decision/
LOCATION:Online\, United States
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/09/Luma_10-2023.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T120000
DTEND;TZID=America/New_York:20230920T130000
DTSTAMP:20260405T170944
CREATED:20230821T152617Z
LAST-MODIFIED:20231128T134440Z
UID:10000058-1695211200-1695214800@copperleaffinancial.com
SUMMARY:Virtual Townhall: Scams\, Hacks and Cyber security: What You Need to Know to Protect Yourself
DESCRIPTION:While the cyber world and all of its conveniences have enhanced our lives\, it has also provided an opportunity for criminals to scam\, hack and even steal our identities. In our September virtual townhall we discussed how you can protect yourself and your loved ones! \nClick here to view this recorded event. \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomed Jared Hoffman\, Managing Director of Strategic Initiatives for Buckingham Strategic Partners. Jared is a public speaker who educates firms and clients on best practices around cybersecurity with an emphasis on the behavioral aspect of it. Jared is also a member of Infraguard\, a partnership between the FBI and public/private sector created to share information and trends on cybercrime tactics and defenses. \nMore about Jared Hoffman: \nAs the Managing Director of Strategic Initiatives\, Jared Hoffman is energized by the ever-changing challenges and opportunities he and his team face as they work to be a resource for departments throughout the organization.  Jared helps advance the strategic plan by collaborating on internal and external technology rollouts\, improving internal best practices through training and development opportunities\, and acting as a resource for projects and initiatives of all sizes to improve the overall client experience. Click here for a complete bio.
URL:https://copperleaffinancial.com/event/virtual-townhall-scams-hacks-and-cyber-security-what-you-need-to-know-to-protect-yourself/
LOCATION:Online\, United States
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/08/luma_9-2023.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230815T120000
DTEND;TZID=America/New_York:20230815T130000
DTSTAMP:20260405T170944
CREATED:20230725T140112Z
LAST-MODIFIED:20230831T141825Z
UID:10000057-1692100800-1692104400@copperleaffinancial.com
SUMMARY:Navigating Turbulent Financial Markets
DESCRIPTION:Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomes investment expert Apollo D. Lupescu\, PhD. Apollo is a globally recognized speaker who has delivered hundreds of lectures and seminars to financial professionals and individual investors on various investment topics. He is Vice President at Dimensional Fund Advisors\, a premier global investment firm managing over $600 billion in assets for institutional investors and clients of select financial advisors including Copper Leaf Financial. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various levels of financial acumen. \nHear unique insights on topics including: \n\nPerspective on broad market and asset class performance\nMarket volatility\nFed actions and interest rates\nInflation/Recession\nPolitics and markets\nBond investing in a rising rate environment\n\nMore about Apollo D. Lupescu\, PhD: \nApollo is currently Dimensional’s “secretary of explaining stuff.” In this role\, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events. Prior to joining Dimensional\, Apollo served in a variety of roles with the US Department of State\, from which he formed his own consulting firm\, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California\, Santa Barbara. Apollo received his PhD in economics and finance from UCSB and holds a BA from Michigan State University\, where he competed in and coached water polo.
URL:https://copperleaffinancial.com/event/virtual-townhall-navigating-turbulent-financial-markets/
LOCATION:Online\, United States
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/07/luma_8-2023.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230719T120000
DTEND;TZID=America/New_York:20230719T130000
DTSTAMP:20260405T170945
CREATED:20230412T180256Z
LAST-MODIFIED:20230725T140911Z
UID:10000055-1689768000-1689771600@copperleaffinancial.com
SUMMARY:Changing the Game: Aligning Your Investments with Your Values 2023
DESCRIPTION:Please note that this live event was not recorded. \nJoin us on Wednesday\, July 19th at 12pm for “Changing the Game: Aligning Your Investments with Your Value” as we welcome Joel Solomon\, TEDx Talks speaker and author of “The Clean Money Revolution” to discuss how individuals\, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental change. \nClick here to register. \nHear unique insights on topics including: \n\nWhat does sustainability mean?\nIs it possible to make a difference these days?\nHow do I align my money with my values?\nCan my money really be a force for good?\nWhat are some real-world examples of having an impact with money?\nCan I make money doing the right thing?\n\nMore about Joel Solomon \nAuthor and well-known public speaker (including TEDx Talks) Joel Solomon is Founding Partner of Renewal Funds\, Canada’s largest mission venture capital firm at over $200m\, investing in Organics and EnviroTech. Joel led an innovative “activist family office” strategy with Carol Newell\, Principal\, for 14 years\, deploying $70m+ in an integrated capital strategy for social and cultural change in the Vancouver\, BC\, Canada\, region. For more information about Joel please click here.
URL:https://copperleaffinancial.com/event/virtual-townhall-changing-the-game-aligning-your-investments-with-your-values/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230614T120000
DTEND;TZID=America/New_York:20230614T130000
DTSTAMP:20260405T170945
CREATED:20230516T130439Z
LAST-MODIFIED:20230905T150314Z
UID:10000056-1686744000-1686747600@copperleaffinancial.com
SUMMARY:The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses
DESCRIPTION:As part of Copper Leaf Financial’s focus on sustainability we welcomed Janice St. Onge\, President of the Flexible Capital Fund\, winner of the 2022 VBSR Innovation & Inspiration Award. \nThe Flexible Capital Fund\, L3C (Flex Fund) is a Montpelier\, Vermont based Community Development Financial Institution (CDFI) which provides creative\, unique financing to Vermont’s growth-stage companies in sustainable agriculture and food systems\, forest products\, and clean technology sectors. We discuss FCF’s history and structure\, how they work as a lender and investor\, and how they provide advisory and development resources to help the portfolio of companies they work with. We also hear more about how the Flex Fund’s innovative capital structure and creative investment terms support their ability to offer members both positive impact and financial returns. \nThe Flexible Fund has made investments in Vermont Smoke & Cure\, Grow Compost of Vermont\, Encore Renewable Energy\, MamaSezz\, Aqua Vitea\, Bolton Valley Resort\, and many others. \nThis virtual townhall is hosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and features Janice St. Onge\, President of the Flexible Capital Fund. \nMore about Janice St. Onge: \nJanice St. Onge is President of the Flexible Capital Fund\, L3C (“Flex Fund”)\, an impact-focused\, CDFI fund\, providing flexible risk capital (revenue based financing\, subordinated debt and equity) to Vermont’s food system\, forestry and clean technology businesses. As President\, Janice manages all facets of the Flex Fund’s operations\, including raising capital\, deal flow\, due diligence\, and portfolio / financial management. Janice brings economic and business development\, as well as financial expertise to the organization\, having served in the technology\, financial services\, higher education and state government sectors during her 25+ year career. Previously\, Janice served as Director of the Vermont Business Center (now the Center for Leadership & Innovation) at the University of Vermont and was the Technology Business Development Director for Vermont’s Department of Economic Development. She received the 2001 National Tibbetts Award in recognition for her outreach work with the Small Business Innovation Research program in Vermont. As Assistant Vice President at Peoples Bank\, she originated and managed a $21 million commercial loan portfolio. Janice is a graduate of the University of Utah with a B.A. in Marketing and is an alumnus of the Snelling Center for Government’s Vermont Leadership Institute. Janice is a 2018-19 Fellow of the RSF Social Finance’s Just Economy Institute. She is a founding member of the Vermont Women’s Investors Network\, and Slow Money Vermont and serves on the Vermont Small Business Development Center Advisory Board. A Stowe\, Vermont resident\, Janice was co-founder of the Stowe Energy and Climate Action Network and is a former International Ski Federation (FIS) World Cup Freestyle Skiing Judge. \nClick here for more information about The Flexible Capital Fund.
URL:https://copperleaffinancial.com/event/virtual-townhall-the-flexible-capital-fund-providing-creative-unique-funding-to-vermont-businesses/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230517T120000
DTEND;TZID=America/New_York:20230517T130000
DTSTAMP:20260405T170945
CREATED:20230412T170632Z
LAST-MODIFIED:20230524T171517Z
UID:10000054-1684324800-1684328400@copperleaffinancial.com
SUMMARY:The Science of Sustainable Investing
DESCRIPTION:Guest: Lacey Huebel\, Head of Responsible Investment\, North America and Senior Portfolio Manager and Vice President\, Dimensional Fund Advisors \nAs part of Copper Leaf Financial’s focus on sustainable investing and sponsored by Vermont Businesses for Social Responsibility (VBSR)\, we present the first in a three-part series presented by Copper Leaf Financial on the topic of sustainable investing. \nIn “The Science of Sustainable Investing” we explore the evidence-driven approach to sustainable investing as it is practiced by Copper Leaf Financial Partner Dimensional Fund Advisors\, a leading global investment firm. We discuss how to combine environmental scientific research and a robust investment philosophy with a goal to deliver meaningful outcomes and a sound investment experience. \nSpecifically\, we cover: \n\nWhat is ESG and how does it differ from Sustainable investing?\nWhat do we know about the economics of climate change?\nWhat does climate science and the evolution of greenhouse gas emissions research tell us about the impact on asset pricing and investment choices?\nDoes a growing demand for lower emissions impact expected returns?\nWhat key metrics can be used to measure the effectiveness of an approach to reducing greenhouse gas emissions and other factors?\nWhat about performance?\n\nFor over 15 years Dimensional has worked with scientists and field experts to develop broadly diversified\, cost-efficient solutions to help investors pursue a good investment experience while targeting measurable environmental goals and aligning their money with their values. \nMore about Lacey Huebel \nLacey Huebel is Dimensional’s Head of Responsible Investment\, North America\, as well as a Senior Portfolio Manager and Vice President. She has been involved with the firm’s social and sustainable fixed income portfolios since their inception and manages a variety of fixed income strategies. Lacey frequently represents Dimensional on ESG matters with clients and at conferences. Previously\, she managed fixed income reporting as part of Dimensional’s Investment Analytics and Data team. \nBefore joining Dimensional\, Lacey was an analyst at PlanMember Financial Corporation. She is a CFA® charterholder and has two master’s degrees—an MS in mathematics from Kansas State University and an MA in applied mathematics from the University of California\, Santa Barbara. She earned her BS from Texas State University\, San Marcos.
URL:https://copperleaffinancial.com/event/virtual-townhall-the-science-of-sustainable-investing/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230419T120000
DTEND;TZID=America/New_York:20230419T130000
DTSTAMP:20260405T170945
CREATED:20230405T143529Z
LAST-MODIFIED:20230531T145046Z
UID:10000053-1681905600-1681909200@copperleaffinancial.com
SUMMARY:Can a Private Foundation Help You Achieve Your Charitable Goals?
DESCRIPTION:Wednesday\, April 19\, 12-1pm ET: \n“Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?” \nGuest: Jessica Donahue\, Foundation Source \nAs part of Copper Leaf Financial’s focus on charitable giving and legacy planning we are very excited to invite you to our April virtual townhall on the topic of using a private foundation as a vehicle for your philanthropy.  We’ll discuss how private foundations work and how they differ from other charitable tools such as donor advised funds (DAFs) and charitable trusts. \nJoin us and you will learn how a foundation can be used to create a permanent philanthropic legacy as well as build an enduring structure for family giving. \nSpecifically\, we’ll discuss: \n\nTax benefits\nLegal and governance considerations\nThe potential for hiring family members\, making grants to individuals and even setting up a separate nonprofit.\n\nWe will also answer common questions about private foundations including: \n\nDo you need millions to set up a foundation?\nCan you use a foundation with other charitable tools such as donor advised funds\, trusts and LLCs?\nWhat kind of assets can go into a foundation and what’s required to set one up?\n\nThis virtual townhall is hosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and features Jessica Donahue from Foundation Source\, the nation’s largest provider of comprehensive services for private foundations. \nClick here to register.
URL:https://copperleaffinancial.com/event/virtual-townhall-can-a-private-foundation-help-you-achieve-your-charitable-goals/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230215T120000
DTEND;TZID=America/New_York:20230215T130000
DTSTAMP:20260405T170945
CREATED:20230202T143404Z
LAST-MODIFIED:20230411T131159Z
UID:10000004-1676462400-1676466000@copperleaffinancial.com
SUMMARY:The Evolution and Current State of ESG (Environmental\, Social\, & Governance) Investing
DESCRIPTION:Guests: Sam & Sarah Adams\, founders of Vert Asset Management \nAs part of Copper Leaf Financial’s focus on sustainable investing and planning and sponsored by Vermont Businesses for Social Responsibility (VBSR)\, we are very excited to invite you to our next virtual townhall on the topic of ESG (Environmental\, Social\, & Governance) investing! \nOver the last five years ESG investing has transitioned from a niche approach practiced by a few pioneers to a mainstream investment strategy. Join us and we will review ESG investing’s rapid development and discuss some of the pressing issues we face today such as: \n\nAre companies actually becoming more sustainable as a result of ESG investing?\nDo the recent political attacks on ESG have merit?\nIs greenwashing really a problem?\nWhat might the future hold?\n\nThis virtual townhall is hosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and features Sam & Sarah Adams\, founders of Vert Asset Management and experts in the construction of sustainable investment portfolios. \nTo view the recorded event click here.
URL:https://copperleaffinancial.com/event/the-evolution-and-current-state-of-esg-environmental-social-governance-investing/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230118T120000
DTEND;TZID=America/New_York:20230118T130000
DTSTAMP:20260405T170945
CREATED:20230202T143833Z
LAST-MODIFIED:20230411T131214Z
UID:10000005-1674043200-1674046800@copperleaffinancial.com
SUMMARY:What is Evidence-Driven Investing™ and Why Is it Our Strategy?
DESCRIPTION:What are the five tenets of Evidence-Driven Investing™ and how does this approach differ from other ways of investing? Some have defined evidence-driven investing as:  “The process of systematically reviewing\, appraising and implementing academic research findings to aid the delivery of optimum investment solutions to investors“. But what does that mean in practical terms\, and how can we use these principals to help you achieve your goals? \nHosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring investment expert Jared Kizer\, CFA® of Buckingham Wealth Partners\, this interactive townhall will cover the history and utility of this approach and the reasons why we find it so compelling. \nTo view the recorded event please click here. \n 
URL:https://copperleaffinancial.com/event/what-is-evidence-driven-investing-and-why-is-it-our-strategy/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221206T000000
DTEND;TZID=America/New_York:20221206T000000
DTSTAMP:20260405T170945
CREATED:20230208T154316Z
LAST-MODIFIED:20230411T131238Z
UID:10000030-1670284800-1670284800@copperleaffinancial.com
SUMMARY:2023 Market Preview with Larry Swedroe
DESCRIPTION:Is there a path to investment success in 2023? \nMarket uncertainty and economic turmoil in the form of unprecedented inflation continues to loom as we look towards the new year. The focus on stock market forecasts and their predictions for 2023 by so-called experts can feel overwhelming. \n“2023 Market Preview with Larry Swedroe” and learn how proper planning (not baseless predictions) can eliminate the guessing and instead rely on data and evidence as a path to investment success. \nHosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring investment expert Larry Swedroe\, Chief Research Officer of Buckingham Wealth Partners\, we will take a close look at the year ahead. Michael will ask Larry to look into his crystal ball and share his thoughts about market forecasts and his views about the future. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/2023-market-preview-with-larry-swedroe-with-guest-larry-swedroe-chief-research-officer-of-buckingham-wealth-partners/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221116T120000
DTEND;TZID=America/New_York:20221116T130000
DTSTAMP:20260405T170945
CREATED:20221104T200348Z
LAST-MODIFIED:20230411T131247Z
UID:10000003-1668600000-1668603600@copperleaffinancial.com
SUMMARY:Investing in Gender Diversity & Women’s Leadership
DESCRIPTION:With guest Kelly Baldoni\, Head of Global Women’s Strategies at Impax Asset Management and the Pax Ellevate Global Women’s Leadership Fund. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/investing-in-gender-diversity-womens-leadership/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221018T120000
DTEND;TZID=America/New_York:20221018T130000
DTSTAMP:20260405T170945
CREATED:20221104T200435Z
LAST-MODIFIED:20230411T131256Z
UID:10000002-1666094400-1666098000@copperleaffinancial.com
SUMMARY:Scams\, Hacks and Cyber security: What You Need to Know to Protect Yourself
DESCRIPTION:While the cyber world and all of its conveniences have enhanced our lives\, it has also provided an opportunity for criminals to scam\, hack and even steal our identities. In this virtual townhall we will discuss how you can protect yourself and your loved ones. \nWith guest Jared Hoffman\, Managing Director\, Buckingham Strategic Partners. To view the recorded event please click here. \n 
URL:https://copperleaffinancial.com/event/scams-hacks-and-cyber-security-what-you-need-to-know-to-protect-yourself/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220914T000000
DTEND;TZID=America/New_York:20220914T000000
DTSTAMP:20260405T170945
CREATED:20230208T154317Z
LAST-MODIFIED:20250305T152403Z
UID:10000033-1663113600-1663113600@copperleaffinancial.com
SUMMARY:Strategic Tax Planning for 2022 and Beyond with guest Jeffrey Levine\, CFP ®\, CPA\, PFS\, CWS\, AIF
DESCRIPTION:The Inflation Reduction Act of 2022 has been passed by the Senate. How does it affect you and what impact does it have on tax planning opportunities? Aside from the new legislation there are additional considerations that need to be made prior to year-end so be sure to check out our September virtual townhall. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/strategic-tax-planning-for-2022-and-beyond-with-guest-jeffrey-levine-cfp-cpa-pfs-cws-aif-buckingham-strategic-wealth/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/02/Sept-2022-Luma.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220817T000000
DTEND;TZID=America/New_York:20220817T000000
DTSTAMP:20260405T170945
CREATED:20230208T154318Z
LAST-MODIFIED:20230411T131323Z
UID:10000034-1660694400-1660694400@copperleaffinancial.com
SUMMARY:VCLF: Innovatively and Equitably Providing Access to Funding
DESCRIPTION:The Vermont Community Loan Fund (VCLF) is committed to building new ways to move capital to those who have been historically\, systemically disenfranchised and denied access to opportunity. VCLF’s new Justice Forward Fund provides affordable access to capital and financing in an equitable way to Vermonters traditionally and generationally excluded from financial markets\, including Black Vermonters\, Indigenous Vermonters\, Vermonters of Color and New Americans. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/vclf-innovatively-and-equitably-providing-access-to-funding-with-guests-from-the-vermont-community-loan-fund-will-belongia-executive-director-jake-ide-director-of-investment-philanthropy-an/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/02/LUMA_8-2022-.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220719T000000
DTEND;TZID=America/New_York:20220719T000000
DTSTAMP:20260405T170945
CREATED:20230208T154319Z
LAST-MODIFIED:20230411T130232Z
UID:10000035-1658188800-1658188800@copperleaffinancial.com
SUMMARY:Establishing Trusts for Special Situations
DESCRIPTION:Trusts and the right kind of trustee could play an important role in your family’s future – especially for those with special situations. Join us for our next free virtual townhall and find out how proper planning and the use of special trusts could potentially benefit your family! \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomes Rebecca Halvorson of Cumberland Trust.  Specifically\, we will discuss: \n\nHow special trusts & trustees can help elderly family members by handling bill payment\, coordinating home maintenance & moving\, managing health care services or providers\, and providing valuable trust administration for complex family situations\nHow Special Needs Trusts can provide long-term support for families and beneficiaries with a sensitivity to government benefits and lifetime care.\nHow a trust and trustee services can help support family members with a history of substance abuse\, or minors and others not yet in a position to take on certain responsibilities.\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/establishing-trusts-for-special-situations-with-rebecca-halvorson-senior-vice-president-cumberland-trust/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/02/Luma_7-2022.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220614T000000
DTEND;TZID=America/New_York:20220614T000000
DTSTAMP:20260405T170945
CREATED:20230208T154319Z
LAST-MODIFIED:20230411T131328Z
UID:10000036-1655164800-1655164800@copperleaffinancial.com
SUMMARY:Giving Circles in Vermont: What Are They and How Can You Get Involved?
DESCRIPTION:Giving Circles are gaining momentum in Vermont! Join us for our next virtual townhall as we discuss this growing movement and how they are bringing people together – empowering them to pool their donations for greater impact while enjoying the social benefits of getting together to support charitable causes. \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomes Leslie Halperin and Laura Latka\, co-founders of The Giving Project in Vermont. They will lead an interactive discussion on this topic and discuss how you can have fun while supporting the causes that you and your friends are most passionate about. Specifically\, they will answer the questions: \n\nWhat are Giving Circles and how do they work?\nHow can you join an existing giving circle or how do you start your own?\nBy pooling money through an organized process Giving Circles can empower people to have more of an impact on the causes they care most about.\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/giving-circles-in-vermont-what-are-they-and-how-can-you-get-involved-with-leslie-halperin-and-laura-latka-co-founders-of-the-giving-project/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/02/6-2022_luma.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220518T000000
DTEND;TZID=America/New_York:20220518T000000
DTSTAMP:20260405T170945
CREATED:20230208T154319Z
LAST-MODIFIED:20230411T130134Z
UID:10000037-1652832000-1652832000@copperleaffinancial.com
SUMMARY:Estate Planning Basics and What You Need to Know About Digital Assets
DESCRIPTION:Estate Planning in Vermont can be complicated. What about your digital assets? Have you identified them and are they protected as part of your estate plan? \nWe spoke with an expert about this and much more: \n\nWhat do you need to know about getting your estate plan in order here in Vermont?\nWill your estate be subject to VT’s 16% estate tax?\nWhat steps should you take to get your personal ducks-in-a-row to prepare for an easy transition of your belongings and assets to your heirs?\nDigital assets – What happens to your online accounts\, iTunes library\, photos\, travel points\, credit card rewards\, or virtual currency like Bitcoin when you pass away? Does your will or trust allow your beneficiaries access to these increasingly important parts of our lives?\nWhat are the laws and regulations pertaining to the accessibility of digital assets?\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/estate-planning-basics-and-what-you-need-to-know-about-digital-assets-with-andy-kestner-langrock-sperry-wool-llp/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2023/02/luma-5-2022.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T000000
DTEND;TZID=America/New_York:20220420T000000
DTSTAMP:20260405T170945
CREATED:20230208T154319Z
LAST-MODIFIED:20230411T130107Z
UID:10000038-1650412800-1650412800@copperleaffinancial.com
SUMMARY:Your Essential Guide to Sustainable Investing
DESCRIPTION:Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your investments were helping to create a more sustainable future? \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomed investment expert Larry Swedroe\, Chief Research Officer of Buckingham Wealth Partners and Sam Adams\, founder of Vert Asset Management and expert in the construction of sustainable investment portfolios. They dove deep into this topic and their new book “The Essential Guide to Sustainable Investing” discussing how it is possible to live your values and achieve your financial goals with ESG (Environmental\, Social\, and Governance)\, SRI (Socially Responsible Investing)\, and Impact Investing. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/your-essential-guide-to-sustainable-investing-with-larry-swedroe-chief-research-officer-of-buckingham-wealth-partners-and-sam-adams-founder-and-ceo-of-vert-asset-management/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/Lu.ma-image_4-2022.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220315T000000
DTEND;TZID=America/New_York:20220315T000000
DTSTAMP:20260405T170945
CREATED:20230208T154419Z
LAST-MODIFIED:20230411T130049Z
UID:10000039-1647302400-1647302400@copperleaffinancial.com
SUMMARY:Putting Today's Investing Experience in Perspective
DESCRIPTION:Many investors have concerns about inflation\, interest rates\, recent geopolitical events\, high stock prices\, which stocks to invest in\, bond prices\, and predictions about the economy. \nHosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring market research expert Weston Wellington\, Vice President of Dimensional Fund Advisors\, we take a close look at what we can learn from the evidence and what research tells us about investor success in challenging times. We discuss all of this and more including: \n\nHow do most conventional approaches to answering these concerns work out?\nCan history provide any wisdom or experience that can help us understand how to approach today’s concerns?\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/putting-todays-investing-experience-in-perspective-with-weston-wellington-vice-president-of-dimensional-fund-advisors/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/Lu.ma-image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220112T000000
DTEND;TZID=America/New_York:20220112T000000
DTSTAMP:20260405T170945
CREATED:20230208T154419Z
LAST-MODIFIED:20230411T130034Z
UID:10000040-1641945600-1641945600@copperleaffinancial.com
SUMMARY:ETFs and Your Investment Portfolio
DESCRIPTION:What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? \nHosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring investment strategist Anthony Caruso\, CFA® of Dimensional Fund Advisors\, we take a close look at ETFs and answer all of your questions about how they could fit into investment portfolios. \nWe discuss all things exchange traded funds (ETFs): \n\nHow are they different than mutual funds and individual stock?\nWhat are the benefits and why would you want them in your investment portfolio?\nHow do they rate when considering tax efficiency\, transparency\, and flexibility?\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/etfs-and-your-investment-portfolio-with-anthony-caruso-cfa-of-dimensional-fund-advisors/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/Jan-2022-image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211202T000000
DTEND;TZID=America/New_York:20211202T000000
DTSTAMP:20260405T170945
CREATED:20230208T154420Z
LAST-MODIFIED:20230411T130001Z
UID:10000041-1638403200-1638403200@copperleaffinancial.com
SUMMARY:2022 Market Preview with Larry Swedroe
DESCRIPTION:Is there a path to investment success in 2022? \n2021 was filled with market uncertainty and economic turmoil in the form of unprecedented inflation. The financial media’s focus on stock market forecasts and their predictions for the year ahead by so-called experts can feel overwhelming. Our event “2022 Market Preview with Larry Swedroe” covers how proper planning (not baseless predictions) can eliminate the guessing and instead rely on data and evidence as a path to investment success. \nHosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring investment expert Larry Swedroe\, Chief Research Officer of Buckingham Wealth Partners\, we take a close look at 2022. Michael asks Larry to look into his crystal ball and share his thoughts about market forecasts and his views about the future. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/2022-market-preview-with-larry-swedroe-national-speaker-and-investment-author-buckingham-strategic-wealth/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/12-2021_image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211116T000000
DTEND;TZID=America/New_York:20211116T000000
DTSTAMP:20260405T170945
CREATED:20230208T154420Z
LAST-MODIFIED:20230411T125935Z
UID:10000042-1637020800-1637020800@copperleaffinancial.com
SUMMARY:Trust Planning: What Every Family Should Know About Trusts
DESCRIPTION:Trusts could play an important role as you plan for your family’s future\, yet it’s surprising how little most people know about them. Whether you have an existing trust or maybe you are considering it for your situation- discover everything you should know about them to make the best choice for your family. \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial is pleased to welcome Rebecca Halvorson of Cumberland Trust. They discuss ALL things “trust” including: \n\nCommon types and main use of trusts\nHow do trusts work?\nUnder what circumstances should you consider a trust?\nPros & cons of family members as trustees\nPartnering with a corporate trustee\nUsing a traditional bank or trust company vs working with an independent trust company\nDirected trusts\nAre you dissatisfied with your current trust?\nHow to change trust companies\nIs it the right choice for your family?\n\nNo knowledge of trusts required. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/trust-planning-what-every-family-should-know-about-trusts-with-rebecca-halvorson-senior-vice-president-and-managing-director-of-business-development-cumberland-trust/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/11-2021_image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210922T000000
DTEND;TZID=America/New_York:20210922T000000
DTSTAMP:20260405T170945
CREATED:20230208T154420Z
LAST-MODIFIED:20230411T125800Z
UID:10000043-1632268800-1632268800@copperleaffinancial.com
SUMMARY:Investing in Vermont’s Communities
DESCRIPTION:Discover how the Vermont Community Loan Fund (VCLF) facilitates impact investing in Vermont\, for Vermonters. \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial is pleased to welcome Will Belongia\, Executive Director of the VCLF. They discuss VCLFs 30-year history of helping Vermonters and it’s roots in supporting affordable housing\, childcare\, as well as Vermont non-profits and small businesses. You will also discover how Copper Leaf Financial works to incorporate investing in VCLF notes into portfolios – empowering you to support locally within your own Vermont community. \nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/investing-in-vermonts-communities-with-will-belongia-executive-director-at-the-vermont-community-loan-fund/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/9-2021-Image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210817T000000
DTEND;TZID=America/New_York:20210817T000000
DTSTAMP:20260405T170945
CREATED:20230208T154626Z
LAST-MODIFIED:20230411T125747Z
UID:10000044-1629158400-1629158400@copperleaffinancial.com
SUMMARY:Dimensional Fund Advisors: Who Are They and Why Should Investors Care?
DESCRIPTION:Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this\, Copper Leaf Financial uses Dimensional funds in many client portfolios. Here is your chance to find out about one of our best kept secrets! \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomes back investment expert Apollo D. Lupescu\, PhD\, a highly regarded speaker and Vice President from Dimensional Fund Advisors. He shares with us who this company is\, where it came from\, and why it is so relatively unknown by individual investors. Apollo helps us learn about the close affiliations with some of the best-known academics in the field of finance and some of the world’s best known academic institutions. \nMore specifically\, we will cover: \n\nThe history of index investing and Dimensional’s pivotal role in the growth of low-cost evidence-based investing and the index investing trend.\nESG (environmental\, social\, governance) investing and how Dimensional has become a leader in this fast-growing investment sector!\nThe latest trends in ETF (exchange-traded fund) investing and Dimensional’s innovative approach to this low-cost option.\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/dimensional-fund-advisors-who-are-they-and-why-should-investors-care-with-apollo-lupescu-highly-regarded-speaker-and-vice-president-from-dimensional-fund-advisors/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/Image-8-21.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210721T000000
DTEND;TZID=America/New_York:20210721T000000
DTSTAMP:20260405T170945
CREATED:20230208T154626Z
LAST-MODIFIED:20230411T125734Z
UID:10000045-1626825600-1626825600@copperleaffinancial.com
SUMMARY:Inflation - What Investors Need to Know with Larry Swedroe
DESCRIPTION:What is going on with inflation and how does it impact your investments? \nAs investors most of us have not dealt with sustained inflation for more than 40 years. However\, many economists\, such as former Treasury Secretary Larry Summers are now worried about the heightened risk of rising inflation caused by massive fiscal and monetary stimulus provided by the federal reserve. Our economy is already seeing signs of strong recovery and every day we see evidence of increased prices on items like washing machines\, lumber and even used cars. \nHosted 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 this topic with questions and strategic advice: \n\nHow should we\, as investors\, plan for inflation today and in the future?\nHow does inflation factor into our financial planning and our portfolios?\nWhat can we learn from history?\nAre there changes we should be making to our investments?\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/inflation-what-investors-need-to-know-with-larry-swedroe-national-speaker-and-investment-author-buckingham-strategic-wealth/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/7-2021_image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210616T000000
DTEND;TZID=America/New_York:20210616T000000
DTSTAMP:20260405T170945
CREATED:20230208T154626Z
LAST-MODIFIED:20230411T125720Z
UID:10000046-1623801600-1623801600@copperleaffinancial.com
SUMMARY:Changing the Game: Align Your Investing with Your Values
DESCRIPTION:In this exclusive\, virtual Townhall we discuss how individuals\, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental change. \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomes Joel Solomon\, TEDx Talks speaker and author of “The Clean Money Revolution”\, as well as Sam & Sarah Adams\, founders of Vert Asset Management and experts in the construction of sustainable investment portfolios. \nHear unique insights on topics including: \n\nWhat does sustainability mean?\nIs it possible to make a difference these days?\nHow do I align my money with my values?\nCan my money really be a force for good?\nWhat are some real-world examples of having an impact with money?\nCan I make money doing the right thing?\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/changing-the-game-align-your-investing-with-your-values-with-joel-solomon-founding-partner-of-renewal-funds-and-sam-and-sarah-adams-founders-of-vert-asset-management/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/Eventbrite-June21.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T000000
DTEND;TZID=America/New_York:20210520T000000
DTSTAMP:20260405T170945
CREATED:20230208T154627Z
LAST-MODIFIED:20230411T125708Z
UID:10000047-1621468800-1621468800@copperleaffinancial.com
SUMMARY:Navigating Turbulent Financial Markets
DESCRIPTION:Hosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring investment expert Apollo D. Lupescu\, PhD\, a highly regarded speaker\, and Vice President from Dimensional Fund Advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various level of financial acumen. \nWe cover unique insights on topics including: \n\nis it the right time to invest at market all-time highs?\ngovernment stimulus spending\, inflation and national debt;\nBitcoin and the “meme stocks”;\nbond investing during historical low interest rates;\nperspective on broad market and asset class performance;\nmarket downturn mitigation strategies;\nthe disconnect between the market and the economy;\nthe impact of a Democratic unified government on the stock market;\nperspectives on investing in the big\, dominant tech stocks;\ncontext on the coronavirus crisis and forward perspectives;\nthe role of diversification in international\, small cap and value stocks.\n\nTo view the recorded event please click here.
URL:https://copperleaffinancial.com/event/navigating-turbulent-financial-markets-an-investing-town-hall-with-apollo-d-lupescu-phd-a-highly-regarded-speaker-and-vice-president-from-dimensional-fund-advisors/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/May2021_image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210413T000000
DTEND;TZID=America/New_York:20210413T000000
DTSTAMP:20260405T170945
CREATED:20230208T154627Z
LAST-MODIFIED:20230411T125652Z
UID:10000048-1618272000-1618272000@copperleaffinancial.com
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
END:VEVENT
END:VCALENDAR