Oct 07, 2020
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.…
Oct 28, 2020
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.…
Dec 21, 2020
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…
Feb 01, 2021
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…
Feb 16, 2021
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…
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