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? We spoke with an expert about this and much more: What do you need to know about getting your estate plan in order here in Vermont? Will your estate be...
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. Michael L. Thompson, CAP®, AIF®, AEP®...
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! Michael L. Thompson, CAP®, AIF®, AEP® of...
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...
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. To...
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. With guest Jared Hoffman, Managing Director, Buckingham Strategic Partners. To view...
With guest Kelly Baldoni, Head of Global Women’s Strategies at Impax Asset Management and the Pax Ellevate Global Women’s Leadership Fund. To view the recorded event please click here.
Is there a path to investment success in 2023? Market 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. “2023 Market Preview with Larry Swedroe” and learn...
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...
Guests: Sam & Sarah Adams, founders of Vert Asset Management As 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! Over the last...
Wednesday, April 19, 12-1pm ET: “Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?” Guest: Jessica Donahue, Foundation Source As 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...
Guest: Lacey Huebel, Head of Responsible Investment, North America and Senior Portfolio Manager and Vice President, Dimensional Fund Advisors As 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...
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