2023 Market Preview with Larry Swedroe
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....
12 events found.
What is Evidence-Driven Investing™ and Why Is it Our Strategy?
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...
Free
The Evolution and Current State of ESG (Environmental, Social, & Governance) Investing
Featured
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),...
Free
Can a Private Foundation Help You Achieve Your Charitable Goals?
Featured
Online
, United States
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...
The Science of Sustainable Investing
Featured
Online
, United States
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...
The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses
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. The...
Changing the Game: Aligning Your Investments with Your Values 2023
Please note that this live event was not recorded. Join us on Wednesday, July 19th at 12pm for “Changing the Game: Aligning Your Investments with Your Value” as we welcome...
Navigating Turbulent Financial Markets
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...
Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
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...
Virtual Townhall: Paul Hawken & The Regeneration Project – Putting Life at the Center of Every Action and Decision
Featured
Online
, United States
Click here to view this recorded event. In our October townhall, we welcomed Paul Hawken, author of nine books including six New York Times bestsellers. Paul is also the founder...
Virtual Townhall: Enhance Your Philanthropic Giving by Including Real Estate and Property Donations
Click here to register! Are 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?...
Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead
Featured
Online
, United States
Click here to register! What investing lessons did 2023 teach us and what might 2024 have in store? Market uncertainty and continued inflation loom as we look towards the new...