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X-WR-CALDESC:Events for Copper Leaf Financial
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210922T000000
DTEND;TZID=America/New_York:20210922T000000
DTSTAMP:20260405T200046
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:20260405T200046
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:20260405T200046
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:20260405T200046
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:20260405T200046
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:20260405T200046
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210318T000000
DTEND;TZID=America/New_York:20210318T000000
DTSTAMP:20260405T200046
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
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/March-21_image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210221T000000
DTEND;TZID=America/New_York:20210221T000000
DTSTAMP:20260405T200046
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
ATTACH;FMTTYPE=image/jpeg:https://copperleaffinancial.com/wp-content/uploads/2023/02/Feb-21-image.jpg
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