Smart Charitable Giving Strategies During a Pandemic Thursday, November 5th, 2020Time: 12:00PM – 1:30PM ESTVirtual Zoom Meeting These are extraordinary times and the need for charitable giving is overwhelming.…

2021 Market Forecast Tuesday, December 1, 2020Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting 2020 has been a record setting year when it comes to change, uncertainty and market and economic turmoil.…

Webinar: Breaking Money Silence® to Achieve Gender Parity This event was held Thursday, January 21, 2021. To view the recorded webinar please click here. Sixty-one percent of women would rather talk…

Webinar: COVID-19 Lessons from a Vermont Primary Care Physician Tuesday, February 23rd12pm-1pmvia Zoom Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH…

Webinar: Long Term Care Considerations in the Age of COVID-19 Thursday, March 18th 12pm-1pmVia Zoom Michael Thompson of Copper Leaf Financial welcomes Mark Maurer, CFP, President & CEO of insurance advisory…

Larry Swedroe: The Biggest Mistakes Investors Make and How to Avoid Them Tuesday, April 13 12pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring friend…

Long-term care (LTC) is something you may need someday for assistance with the basic activities of daily living. Planning for its costs now may help you afford quality care in the future and reduce the…

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday, May 2012pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment…

Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values Wednesday, June 1612pm – 1pm Via Zoom Guests: Joel Solomon, Founding Partner of Renewal Funds and Sam & Sarah…

Inflation - What Investors Need to Know Wednesday, July 21st12pm-1pmVia Zoom Guest: Larry Swedroe, National Speaker and Investment Author, Buckingham Wealth Partners What is going on with inflation…