February Roundtable Event "Money Date Night" was a Success
The latest in the Copper Leaf Roundtable event series, "Money Date Night", did not disappoint!
ICF Certified Coach and Podcast Host Lindsey Lathrop and Michael L. Thompson, CAP®, AIF® led an insightful discussion about methods for building stronger relationships with healthy financial conversations.
This is the 3rd in Copper Leaf Financial's Roundtable event series which began in October 2019:
- 10/17/2019: Impact Investing: Introduction to ESG, SRI, and Gender Lens Investing
- 11/7/2019: Smarter Charitable Giving: Tax Strategies for Your Giving Efforts Under the New Law
We are looking forward to hosting many more of these Roundtable education events in 2020 so be on the lookout for dates and event topics that might be of interest to you!
With offices in Rutland and Williston, Vermont Copper Leaf Finanicial develops a customized wealth management plan designed to integrate every aspect of your financial life. Call us today at 802.878.2731 to schedule a strategy session and begin building your road map to financial success.
Below: Photos from "Money Date Night" Roundtable Education Event, February 18, 2020.