Recorded Townhalls posted and available to view

The Copper Leaf Financial YouTube channel includes a library of all of our recorded monthly virtual townhall events. Our townhalls have covered a wide range of topics and guests from local and national organizations – from Estate Planning Basics to Sustainable Investing – we’ve got it covered. See the list below including links and follow us on YouTube!

August 17th, 2022: 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 and Dr. Asma Ali Abunaib, Board Member. To view the recorded event please click here.

July 19th, 2022: Establishing Trusts for Special Situations with Rebecca Halvorson, Senior Vice President, Cumberland Trust. To view the recorded event please click here.

June 14th, 2022: 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. To view the recorded event please click here.

May 18th, 2022: Estate Planning Basics and What You Need to Know About Digital Assets with Andy Kestner, Langrock Sperry & Wool, LLP. To view the recorded event please click here.

April 20th, 2022: 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. To view the recorded event please click here.

March 15th, 2022: Putting Today's Investing Experience in Perspective with Weston Wellington, Vice President of Dimensional Fund Advisors. To view the recorded event please click here.

January 12th, 2022: ETFs and Your Investment Portfolio with Anthony Caruso, CFA® of Dimensional Fund Advisors. To view the recorded event please click here.

December 2nd, 2021: 2022 Market Preview with Larry SwedroeNational Speaker and Investment Author, Buckingham Strategic Wealth. To view the recorded event please click here.

November 16th, 2021: Trust Planning: What Every Family Should Know About Trusts with Rebecca Halvorson, Senior Vice President and Managing Director of Business Development, Cumberland Trust. To view the recorded event please click here.

September 22nd, 2021: Investing in Vermont’s Communities with Will Belongia, Executive Director at the Vermont Community Loan Fund. To view the recorded event please click here.

August 17th, 2021: Dimensional Fund Advisors: Who Are They and Why Should Investors Care? with Apollo Lupescu, highly regarded speaker and Vice President from Dimensional Fund Advisors. To view the recorded event please click here.

July 21st, 2021: Inflation - What Investors Need to Know with Larry Swedroe, National Speaker and Investment Author, Buckingham Strategic Wealth. To view the recorded event please click here.

June 16th, 2021: 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. To view the recorded event please click here

May 20th, 2021: Navigating Turbulent Financial Markets: An Investing Town Hall with Apollo D. Lupescu, PhD, a highly regarded speaker, and Vice President from Dimensional Fund Advisors. To view the recorded event please click here.

April 13th, 2021: The Biggest Mistakes Investors Make and How to Avoid Them with Larry Swedroe, Author and Investment Expert, Chief Research Officer of Buckingham Wealth Partners. To view the recorded event please click here.

January 21st, 2021: Breaking Money Silence® to Achieve Gender Parity with guest Kathleen Burns Kingsbury. To view the recorded event please click here.

With offices in Rutland and Williston, Vermont Copper Leaf Financial develops a customized wealth management plan designed to integrate every aspect of your financial life. Click here to schedule a strategy session and begin building your road map to financial success. To register for our next townhall event click here.