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.…
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…
Mar 11, 2021
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…
Mar 23, 2021
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…
Apr 13, 2021
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…
May 18, 2021
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…
Jun 15, 2021
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…
Jul 20, 2021
Virtual Townhall: Dimensional Fund Advisors - Who Are They and Why Should Investors Care?
Tuesday, August 17th 3pm-4pmVia Zoom
Guest Apollo Lupescu, PhD, Dimensional fund Advisors
Dimensional Fund…
Aug 23, 2021
Virtual Townhall: Investing in Vermont’s CommunitiesWednesday, September 22nd12:00pm - 1:00pm
Guest: Will Belongia, Executive Director at the Vermont Community Loan Fund
Join us and discover how the…