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X-WR-CALDESC:Events for Copper Leaf Financial
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DTSTART;TZID=America/New_York:20221116T120000
DTEND;TZID=America/New_York:20221116T130000
DTSTAMP:20260411T045750
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:20260411T045750
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
ATTACH;FMTTYPE=image/png:https://copperleaffinancial.com/wp-content/uploads/2022/11/10-2022-th.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220914T000000
DTEND;TZID=America/New_York:20220914T000000
DTSTAMP:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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:20260411T045750
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
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DTSTART;TZID=America/New_York:20210318T000000
DTEND;TZID=America/New_York:20210318T000000
DTSTAMP:20260411T045750
CREATED:20230208T154735Z
LAST-MODIFIED:20230411T125637Z
UID:10000049-1616025600-1616025600@copperleaffinancial.com
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
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DTSTART;TZID=America/New_York:20210221T000000
DTEND;TZID=America/New_York:20210221T000000
DTSTAMP:20260411T045750
CREATED:20230208T154735Z
LAST-MODIFIED:20230411T125435Z
UID:10000050-1613865600-1613865600@copperleaffinancial.com
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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