Establishing Trusts for Special Situations
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...
12 events found.
VCLF: Innovatively and Equitably Providing Access to Funding
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...
Strategic Tax Planning for 2022 and Beyond with guest Jeffrey Levine, CFP ®, CPA, PFS, CWS, AIF
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...
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...
Investing in Gender Diversity & Women’s Leadership
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.
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....
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...