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DTSTART;TZID=America/New_York:20230920T120000
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SUMMARY:Virtual Townhall: 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 our September virtual townhall we discussed how you can protect yourself and your loved ones! \nClick here to view this recorded event. \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomed Jared Hoffman\, Managing Director of Strategic Initiatives for Buckingham Strategic Partners. Jared is a public speaker who educates firms and clients on best practices around cybersecurity with an emphasis on the behavioral aspect of it. Jared is also a member of Infraguard\, a partnership between the FBI and public/private sector created to share information and trends on cybercrime tactics and defenses. \nMore about Jared Hoffman: \nAs the Managing Director of Strategic Initiatives\, Jared Hoffman is energized by the ever-changing challenges and opportunities he and his team face as they work to be a resource for departments throughout the organization.  Jared helps advance the strategic plan by collaborating on internal and external technology rollouts\, improving internal best practices through training and development opportunities\, and acting as a resource for projects and initiatives of all sizes to improve the overall client experience. Click here for a complete bio.
URL:https://copperleaffinancial.com/event/virtual-townhall-scams-hacks-and-cyber-security-what-you-need-to-know-to-protect-yourself/
LOCATION:Online\, United States
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T120000
DTEND;TZID=America/New_York:20231018T130000
DTSTAMP:20231121T182800Z
CREATED:20230918T122233Z
LAST-MODIFIED:20231121T182800Z
UID:10000059-1697630400-1697634000@copperleaffinancial.com
SUMMARY:Virtual Townhall: Paul Hawken & The Regeneration Project - Putting Life at the Center of Every Action and Decision
DESCRIPTION:Click here to view this recorded event. \nIn our October townhall\, we welcomed Paul Hawken\, author of nine books including six New York Times bestsellers. Paul is also the founder of Project Regeneration which is creating the world’s largest listing of solutions to the climate crisis. \nWe discussed Regeneration\, a radical new approach to the climate crisis\, one that weaves justice\, climate\, biodiversity\, and human dignity into a seamless tapestry of action\, policy\, and transformation that can end the climate crisis in one generation. Paul talked about what needs to be done and how to do it on all levels of agency\, from a classroom to a CEO. \nMore about Paul Hawken \nPaul Hawken starts ecological businesses\, writes about nature/commerce\, and consults with heads of state and CEOs on climatic\, economic\, and ecological regeneration. He has written nine books including six NYT bestsellers:  Growing a Business\, The Next Economy\, The Ecology of Commerce\, Blessed Unrest\, Drawdown\, and Regeneration. His latest book\, Regeneration\, Ending the Climate Crisis in One Generation\, was published by Penguin Random House September 2021. He is the founder Project Regeneration which is creating the world’s largest listing of solutions to the climate crisis. He is currently writing The Book of Carbon\, The Business of Life\, to be published by Penguin Random House in 2024. For more information about Paul please click here.
URL:https://copperleaffinancial.com/event/virtual-townhall-the-regeneration-project-putting-life-at-the-center-of-every-action-and-decision/
LOCATION:Online\, United States
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231115T120000
DTEND;TZID=America/New_York:20231115T130000
DTSTAMP:20231024T151823Z
CREATED:20231024T151730Z
LAST-MODIFIED:20231024T151823Z
UID:10000060-1700049600-1700053200@copperleaffinancial.com
SUMMARY:Virtual Townhall: Enhance Your Philanthropic Giving by Including Real Estate and Property Donations
DESCRIPTION:Click here to register! \nAre 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? Do you want to preserve part of your farm from development? \nAs part of Copper Leaf Financial’s focus on philanthropic giving we are excited to invite you to our next virtual townhall as we discuss the possibilities of including real estate and property donations in your giving strategy. \nJoin us on Wednesday\, November 15th at 12pm Eastern for “Enhance Your Philanthropic Giving by Including Real Estate and Property Donations” as we welcome Christa Kemp from the Vermont Land Trust. Christa is an expert in major gifts and planned giving. \nWe will talk about how donating real estate to charity may provide a solution to some potential legacy planning dilemmas. We’ll also discuss how the Vermont Land Trust works with donors to help families reduce taxes and preserve valuable Vermont property for future generations. \nDon’t miss this opportunity to learn about how you could use real estate and property donations to maximize the impact of your giving and your legacy! \nMore about Christa Kemp \nChrista serves as the Vermont Land Trusts’ Director of Donor Relations\, responsible for major gifts and planned giving.  She joined VLT in 2011\, after working in Burlington as an investment advisor and retirement planner. A native Vermont\, she brings 30 years of experience working or volunteering on behalf of land and wildlife conservation. Christa especially loves connecting with people about VLT’s work and their impact on farming\, forestry\, climate\, and recreation. Click here to learn more about Christa and VLT.
URL:https://copperleaffinancial.com/event/virtual-townhall-enhance-your-philanthropic-giving-by-including-real-estate-and-property-donations/
LOCATION:Online\, United States
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231213T120000
DTEND;TZID=America/New_York:20231213T130000
DTSTAMP:20240711T145549Z
CREATED:20231127T142848Z
LAST-MODIFIED:20240711T145549Z
UID:10000061-1702468800-1702472400@copperleaffinancial.com
SUMMARY:Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead
DESCRIPTION:Click here to register! \nWhat investing lessons did 2023 teach us and what might 2024 have in store? \nMarket uncertainty and continued inflation loom as we look towards the new year. Stock market forecasts and 2024 predictions by so-called experts can feel overwhelming. \nJoin us for our next virtual roundtable event “2023 Market Review: Lessons Learned and a Look Ahead with Larry Swedroe”. Discover 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 will take a close look at the year ahead. Michael will ask Larry to look into his crystal ball and share his thoughts about market forecasts and his views about the future. \nMore about Larry Swedroe: \nAs a sought-after speaker and co-author of eight books on investing\, Larry Swedroe has also had appearances on national television shows airing on NBC\, CNBC\, CNN and Bloomberg Personal Finance. He is a prolific writer\, contributing regularly to multiple outlets\, including Advisor Perspectives and The Evidence-Based Investor. For more information about Larry please click here.
URL:https://copperleaffinancial.com/event/virtual-townhall-2023-market-review-lessons-learned-and-a-look-ahead/
LOCATION:Online\, United States
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T120000
DTEND;TZID=America/New_York:20241029T130000
DTSTAMP:20241107T134858Z
CREATED:20240829T151221Z
LAST-MODIFIED:20241107T134858Z
UID:10000062-1730203200-1730206800@copperleaffinancial.com
SUMMARY:Digesting Your 2023 Tax Return
DESCRIPTION:Click here to view the webinar on our YouTube channel. \n\nHave you ever wondered where the numbers on your tax return come from and why they might not be what you expected?\nDo you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions?\nDid you know that your return can provide valuable insights that can uncover significant financial planning opportunities?\n\nAs part of *Davis & Hodgdon’s focus on proactive\, strategic tax planning we are pleased to invite you to our brief October webinar as we shine a light on some of the most important elements of the tax return and how you can use that information to develop better tax planning and retirement strategies. \nJoin us on Tuesday\, October 29th at 12pm Eastern for “Digesting Your 2023 Tax Return” presented by Davis & Hodgdon Partner Matthew Cleare\, CGMA\, CPA and *Copper Leaf Financial Senior Wealth Advisor Breanna Sykes\, CFP®. \nMatt and Bre will discuss the following: \n\nA brief 1040 overview (the main sections that every taxpayer should understand\, in layman’s terms)\nIdentify key income amounts (how can you use this information?)\nInsights on your tax return from the perspective of a CPA and Financial Planner\nYour questions\n\nDon’t miss this opportunity to learn more about the anatomy of your tax return\, and how you might be able to use that information to plan better for the future! \n \nMore about Matthew S. Cleare\, CGMA\, CPA \nMatthew became a Partner at Davis & Hodgdon in 2023. He is a graduate of Champlain College\, and completed the Leadership Champlain program in 2018. His specialties include accounting\, business management\, tax\, and finance\, and he has many years of experience preparing tax returns\, providing advisory services and performing audits and other attestation engagements for a variety of not‐for‐profit and corporate clients. He also manages the Convergent Accounting division of the Davis & Hodgdon Advisory Group. \nMatt is very active in the community currently serving as Chair on the Vermont Society of CPAs (VTCPA) Board\, Business and Math Advisory Board of Community College of Vermont (CCV)\, and he is also a member of the American Institute of CPAs (AICPA). He resides in St. Albans with his wife and three children. Matt and his wife Ashley also own and operate Rail City Market in Saint Albans. \nMore about Breanna Sykes\, CFP® \nBreanna Sykes is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Senior Wealth Advisor with Copper Leaf Financial. She has a B.S. in Business and Master of Business Administration (MBA) with a concentration in entrepreneurship from Bellevue University.  Breanna is part of Copper Leaf’s team of advisors responsible for providing advisory and investment management services to clients. Breanna has a passion for educating clients about their finances and teaching them how to plan for the future in order to learn how to retire. She enjoys taking the time to understand her client’s goals and lifestyles in order to provide the best service possible. She also focuses on employee and employer plan benefits\, insurance planning\, intergenerational planning\, and retirement planning. \nBreanna grew up in the Adirondacks and spent 10 years in South Carolina before moving back to Vermont where she spent much of her childhood. She resides in Monkton with her husband Jon and three children. \n*Copper Leaf Financial is an affiliated and separately registered entity
URL:https://copperleaffinancial.com/event/digesting-your-2023-tax-return/
LOCATION:Online\, United States
CATEGORIES:Webinar
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