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DTSTART;TZID=America/New_York:20241029T120000
DTEND;TZID=America/New_York:20241029T130000
DTSTAMP:20260403T192858
CREATED:20240829T151221Z
LAST-MODIFIED:20241107T134858Z
UID:10000062-1730203200-1730206800@copperleaffinancial.com
SUMMARY:Digesting Your 2023 Tax Return
DESCRIPTION:Click here to view the webinar on our YouTube channel. \n\nHave you ever wondered where the numbers on your tax return come from and why they might not be what you expected?\nDo you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions?\nDid you know that your return can provide valuable insights that can uncover significant financial planning opportunities?\n\nAs part of *Davis & Hodgdon’s focus on proactive\, strategic tax planning we are pleased to invite you to our brief October webinar as we shine a light on some of the most important elements of the tax return and how you can use that information to develop better tax planning and retirement strategies. \nJoin us on Tuesday\, October 29th at 12pm Eastern for “Digesting Your 2023 Tax Return” presented by Davis & Hodgdon Partner Matthew Cleare\, CGMA\, CPA and *Copper Leaf Financial Senior Wealth Advisor Breanna Sykes\, CFP®. \nMatt and Bre will discuss the following: \n\nA brief 1040 overview (the main sections that every taxpayer should understand\, in layman’s terms)\nIdentify key income amounts (how can you use this information?)\nInsights on your tax return from the perspective of a CPA and Financial Planner\nYour questions\n\nDon’t miss this opportunity to learn more about the anatomy of your tax return\, and how you might be able to use that information to plan better for the future! \n \nMore about Matthew S. Cleare\, CGMA\, CPA \nMatthew became a Partner at Davis & Hodgdon in 2023. He is a graduate of Champlain College\, and completed the Leadership Champlain program in 2018. His specialties include accounting\, business management\, tax\, and finance\, and he has many years of experience preparing tax returns\, providing advisory services and performing audits and other attestation engagements for a variety of not‐for‐profit and corporate clients. He also manages the Convergent Accounting division of the Davis & Hodgdon Advisory Group. \nMatt is very active in the community currently serving as Chair on the Vermont Society of CPAs (VTCPA) Board\, Business and Math Advisory Board of Community College of Vermont (CCV)\, and he is also a member of the American Institute of CPAs (AICPA). He resides in St. Albans with his wife and three children. Matt and his wife Ashley also own and operate Rail City Market in Saint Albans. \nMore about Breanna Sykes\, CFP® \nBreanna Sykes is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Senior Wealth Advisor with Copper Leaf Financial. She has a B.S. in Business and Master of Business Administration (MBA) with a concentration in entrepreneurship from Bellevue University.  Breanna is part of Copper Leaf’s team of advisors responsible for providing advisory and investment management services to clients. Breanna has a passion for educating clients about their finances and teaching them how to plan for the future in order to learn how to retire. She enjoys taking the time to understand her client’s goals and lifestyles in order to provide the best service possible. She also focuses on employee and employer plan benefits\, insurance planning\, intergenerational planning\, and retirement planning. \nBreanna grew up in the Adirondacks and spent 10 years in South Carolina before moving back to Vermont where she spent much of her childhood. She resides in Monkton with her husband Jon and three children. \n*Copper Leaf Financial is an affiliated and separately registered entity
URL:https://copperleaffinancial.com/event/digesting-your-2023-tax-return/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231213T120000
DTEND;TZID=America/New_York:20231213T130000
DTSTAMP:20260403T192858
CREATED:20231127T142848Z
LAST-MODIFIED:20240711T145549Z
UID:10000061-1702468800-1702472400@copperleaffinancial.com
SUMMARY:Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead
DESCRIPTION:Click here to register! \nWhat investing lessons did 2023 teach us and what might 2024 have in store? \nMarket uncertainty and continued inflation loom as we look towards the new year. Stock market forecasts and 2024 predictions by so-called experts can feel overwhelming. \nJoin us for our next virtual roundtable event “2023 Market Review: Lessons Learned and a Look Ahead with Larry Swedroe”. Discover how proper planning (not baseless predictions) can eliminate the guessing and instead rely on data and evidence as a path to investment success. \nHosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and featuring investment expert Larry Swedroe\, Chief Research Officer of Buckingham Wealth Partners\, we will take a close look at the year ahead. Michael will ask Larry to look into his crystal ball and share his thoughts about market forecasts and his views about the future. \nMore about Larry Swedroe: \nAs a sought-after speaker and co-author of eight books on investing\, Larry Swedroe has also had appearances on national television shows airing on NBC\, CNBC\, CNN and Bloomberg Personal Finance. He is a prolific writer\, contributing regularly to multiple outlets\, including Advisor Perspectives and The Evidence-Based Investor. For more information about Larry please click here.
URL:https://copperleaffinancial.com/event/virtual-townhall-2023-market-review-lessons-learned-and-a-look-ahead/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231115T120000
DTEND;TZID=America/New_York:20231115T130000
DTSTAMP:20260403T192858
CREATED:20231024T151730Z
LAST-MODIFIED:20231024T151823Z
UID:10000060-1700049600-1700053200@copperleaffinancial.com
SUMMARY:Virtual Townhall: Enhance Your Philanthropic Giving by Including Real Estate and Property Donations
DESCRIPTION:Click here to register! \nAre your kids not interested in taking over the family camp after you’re gone? Are you considering leaving you’re second home to your church or college? Do you want to preserve part of your farm from development? \nAs part of Copper Leaf Financial’s focus on philanthropic giving we are excited to invite you to our next virtual townhall as we discuss the possibilities of including real estate and property donations in your giving strategy. \nJoin us on Wednesday\, November 15th at 12pm Eastern for “Enhance Your Philanthropic Giving by Including Real Estate and Property Donations” as we welcome Christa Kemp from the Vermont Land Trust. Christa is an expert in major gifts and planned giving. \nWe will talk about how donating real estate to charity may provide a solution to some potential legacy planning dilemmas. We’ll also discuss how the Vermont Land Trust works with donors to help families reduce taxes and preserve valuable Vermont property for future generations. \nDon’t miss this opportunity to learn about how you could use real estate and property donations to maximize the impact of your giving and your legacy! \nMore about Christa Kemp \nChrista serves as the Vermont Land Trusts’ Director of Donor Relations\, responsible for major gifts and planned giving.  She joined VLT in 2011\, after working in Burlington as an investment advisor and retirement planner. A native Vermont\, she brings 30 years of experience working or volunteering on behalf of land and wildlife conservation. Christa especially loves connecting with people about VLT’s work and their impact on farming\, forestry\, climate\, and recreation. Click here to learn more about Christa and VLT.
URL:https://copperleaffinancial.com/event/virtual-townhall-enhance-your-philanthropic-giving-by-including-real-estate-and-property-donations/
LOCATION:Online\, United States
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T120000
DTEND;TZID=America/New_York:20231018T130000
DTSTAMP:20260403T192858
CREATED:20230918T122233Z
LAST-MODIFIED:20231121T182800Z
UID:10000059-1697630400-1697634000@copperleaffinancial.com
SUMMARY:Virtual Townhall: Paul Hawken & The Regeneration Project - Putting Life at the Center of Every Action and Decision
DESCRIPTION:Click here to view this recorded event. \nIn our October townhall\, we welcomed Paul Hawken\, author of nine books including six New York Times bestsellers. Paul is also the founder of Project Regeneration which is creating the world’s largest listing of solutions to the climate crisis. \nWe discussed Regeneration\, a radical new approach to the climate crisis\, one that weaves justice\, climate\, biodiversity\, and human dignity into a seamless tapestry of action\, policy\, and transformation that can end the climate crisis in one generation. Paul talked about what needs to be done and how to do it on all levels of agency\, from a classroom to a CEO. \nMore about Paul Hawken \nPaul Hawken starts ecological businesses\, writes about nature/commerce\, and consults with heads of state and CEOs on climatic\, economic\, and ecological regeneration. He has written nine books including six NYT bestsellers:  Growing a Business\, The Next Economy\, The Ecology of Commerce\, Blessed Unrest\, Drawdown\, and Regeneration. His latest book\, Regeneration\, Ending the Climate Crisis in One Generation\, was published by Penguin Random House September 2021. He is the founder Project Regeneration which is creating the world’s largest listing of solutions to the climate crisis. He is currently writing The Book of Carbon\, The Business of Life\, to be published by Penguin Random House in 2024. For more information about Paul please click here.
URL:https://copperleaffinancial.com/event/virtual-townhall-the-regeneration-project-putting-life-at-the-center-of-every-action-and-decision/
LOCATION:Online\, United States
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T120000
DTEND;TZID=America/New_York:20230920T130000
DTSTAMP:20260403T192858
CREATED:20230821T152617Z
LAST-MODIFIED:20231128T134440Z
UID:10000058-1695211200-1695214800@copperleaffinancial.com
SUMMARY:Virtual Townhall: Scams\, Hacks and Cyber security: What You Need to Know to Protect Yourself
DESCRIPTION:While the cyber world and all of its conveniences have enhanced our lives\, it has also provided an opportunity for criminals to scam\, hack and even steal our identities. In our September virtual townhall we discussed how you can protect yourself and your loved ones! \nClick here to view this recorded event. \nMichael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomed Jared Hoffman\, Managing Director of Strategic Initiatives for Buckingham Strategic Partners. Jared is a public speaker who educates firms and clients on best practices around cybersecurity with an emphasis on the behavioral aspect of it. Jared is also a member of Infraguard\, a partnership between the FBI and public/private sector created to share information and trends on cybercrime tactics and defenses. \nMore about Jared Hoffman: \nAs the Managing Director of Strategic Initiatives\, Jared Hoffman is energized by the ever-changing challenges and opportunities he and his team face as they work to be a resource for departments throughout the organization.  Jared helps advance the strategic plan by collaborating on internal and external technology rollouts\, improving internal best practices through training and development opportunities\, and acting as a resource for projects and initiatives of all sizes to improve the overall client experience. Click here for a complete bio.
URL:https://copperleaffinancial.com/event/virtual-townhall-scams-hacks-and-cyber-security-what-you-need-to-know-to-protect-yourself/
LOCATION:Online\, United States
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230815T120000
DTEND;TZID=America/New_York:20230815T130000
DTSTAMP:20260403T192858
CREATED:20230725T140112Z
LAST-MODIFIED:20230831T141825Z
UID:10000057-1692100800-1692104400@copperleaffinancial.com
SUMMARY:Navigating Turbulent Financial Markets
DESCRIPTION:Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial welcomes investment expert Apollo D. Lupescu\, PhD. Apollo is a globally recognized speaker who has delivered hundreds of lectures and seminars to financial professionals and individual investors on various investment topics. He is Vice President at Dimensional Fund Advisors\, a premier global investment firm managing over $600 billion in assets for institutional investors and clients of select financial advisors including Copper Leaf Financial. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various levels of financial acumen. \nHear unique insights on topics including: \n\nPerspective on broad market and asset class performance\nMarket volatility\nFed actions and interest rates\nInflation/Recession\nPolitics and markets\nBond investing in a rising rate environment\n\nMore about Apollo D. Lupescu\, PhD: \nApollo is currently Dimensional’s “secretary of explaining stuff.” In this role\, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events. Prior to joining Dimensional\, Apollo served in a variety of roles with the US Department of State\, from which he formed his own consulting firm\, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California\, Santa Barbara. Apollo received his PhD in economics and finance from UCSB and holds a BA from Michigan State University\, where he competed in and coached water polo.
URL:https://copperleaffinancial.com/event/virtual-townhall-navigating-turbulent-financial-markets/
LOCATION:Online\, United States
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230719T120000
DTEND;TZID=America/New_York:20230719T130000
DTSTAMP:20260403T192858
CREATED:20230412T180256Z
LAST-MODIFIED:20230725T140911Z
UID:10000055-1689768000-1689771600@copperleaffinancial.com
SUMMARY:Changing the Game: Aligning Your Investments with Your Values 2023
DESCRIPTION:Please note that this live event was not recorded. \nJoin us on Wednesday\, July 19th at 12pm for “Changing the Game: Aligning Your Investments with Your Value” as we welcome Joel Solomon\, TEDx Talks speaker and author of “The Clean Money Revolution” to discuss how individuals\, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental change. \nClick here to register. \nHear unique insights on topics including: \n\nWhat does sustainability mean?\nIs it possible to make a difference these days?\nHow do I align my money with my values?\nCan my money really be a force for good?\nWhat are some real-world examples of having an impact with money?\nCan I make money doing the right thing?\n\nMore about Joel Solomon \nAuthor and well-known public speaker (including TEDx Talks) Joel Solomon is Founding Partner of Renewal Funds\, Canada’s largest mission venture capital firm at over $200m\, investing in Organics and EnviroTech. Joel led an innovative “activist family office” strategy with Carol Newell\, Principal\, for 14 years\, deploying $70m+ in an integrated capital strategy for social and cultural change in the Vancouver\, BC\, Canada\, region. For more information about Joel please click here.
URL:https://copperleaffinancial.com/event/virtual-townhall-changing-the-game-aligning-your-investments-with-your-values/
LOCATION:Online\, United States
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230614T120000
DTEND;TZID=America/New_York:20230614T130000
DTSTAMP:20260403T192858
CREATED:20230516T130439Z
LAST-MODIFIED:20230905T150314Z
UID:10000056-1686744000-1686747600@copperleaffinancial.com
SUMMARY:The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses
DESCRIPTION:As part of Copper Leaf Financial’s focus on sustainability we welcomed Janice St. Onge\, President of the Flexible Capital Fund\, winner of the 2022 VBSR Innovation & Inspiration Award. \nThe Flexible Capital Fund\, L3C (Flex Fund) is a Montpelier\, Vermont based Community Development Financial Institution (CDFI) which provides creative\, unique financing to Vermont’s growth-stage companies in sustainable agriculture and food systems\, forest products\, and clean technology sectors. We discuss FCF’s history and structure\, how they work as a lender and investor\, and how they provide advisory and development resources to help the portfolio of companies they work with. We also hear more about how the Flex Fund’s innovative capital structure and creative investment terms support their ability to offer members both positive impact and financial returns. \nThe Flexible Fund has made investments in Vermont Smoke & Cure\, Grow Compost of Vermont\, Encore Renewable Energy\, MamaSezz\, Aqua Vitea\, Bolton Valley Resort\, and many others. \nThis virtual townhall is hosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and features Janice St. Onge\, President of the Flexible Capital Fund. \nMore about Janice St. Onge: \nJanice St. Onge is President of the Flexible Capital Fund\, L3C (“Flex Fund”)\, an impact-focused\, CDFI fund\, providing flexible risk capital (revenue based financing\, subordinated debt and equity) to Vermont’s food system\, forestry and clean technology businesses. As President\, Janice manages all facets of the Flex Fund’s operations\, including raising capital\, deal flow\, due diligence\, and portfolio / financial management. Janice brings economic and business development\, as well as financial expertise to the organization\, having served in the technology\, financial services\, higher education and state government sectors during her 25+ year career. Previously\, Janice served as Director of the Vermont Business Center (now the Center for Leadership & Innovation) at the University of Vermont and was the Technology Business Development Director for Vermont’s Department of Economic Development. She received the 2001 National Tibbetts Award in recognition for her outreach work with the Small Business Innovation Research program in Vermont. As Assistant Vice President at Peoples Bank\, she originated and managed a $21 million commercial loan portfolio. Janice is a graduate of the University of Utah with a B.A. in Marketing and is an alumnus of the Snelling Center for Government’s Vermont Leadership Institute. Janice is a 2018-19 Fellow of the RSF Social Finance’s Just Economy Institute. She is a founding member of the Vermont Women’s Investors Network\, and Slow Money Vermont and serves on the Vermont Small Business Development Center Advisory Board. A Stowe\, Vermont resident\, Janice was co-founder of the Stowe Energy and Climate Action Network and is a former International Ski Federation (FIS) World Cup Freestyle Skiing Judge. \nClick here for more information about The Flexible Capital Fund.
URL:https://copperleaffinancial.com/event/virtual-townhall-the-flexible-capital-fund-providing-creative-unique-funding-to-vermont-businesses/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230517T120000
DTEND;TZID=America/New_York:20230517T130000
DTSTAMP:20260403T192858
CREATED:20230412T170632Z
LAST-MODIFIED:20230524T171517Z
UID:10000054-1684324800-1684328400@copperleaffinancial.com
SUMMARY:The Science of Sustainable Investing
DESCRIPTION:Guest: Lacey Huebel\, Head of Responsible Investment\, North America and Senior Portfolio Manager and Vice President\, Dimensional Fund Advisors \nAs part of Copper Leaf Financial’s focus on sustainable investing and sponsored by Vermont Businesses for Social Responsibility (VBSR)\, we present the first in a three-part series presented by Copper Leaf Financial on the topic of sustainable investing. \nIn “The Science of Sustainable Investing” we explore the evidence-driven approach to sustainable investing as it is practiced by Copper Leaf Financial Partner Dimensional Fund Advisors\, a leading global investment firm. We discuss how to combine environmental scientific research and a robust investment philosophy with a goal to deliver meaningful outcomes and a sound investment experience. \nSpecifically\, we cover: \n\nWhat is ESG and how does it differ from Sustainable investing?\nWhat do we know about the economics of climate change?\nWhat does climate science and the evolution of greenhouse gas emissions research tell us about the impact on asset pricing and investment choices?\nDoes a growing demand for lower emissions impact expected returns?\nWhat key metrics can be used to measure the effectiveness of an approach to reducing greenhouse gas emissions and other factors?\nWhat about performance?\n\nFor over 15 years Dimensional has worked with scientists and field experts to develop broadly diversified\, cost-efficient solutions to help investors pursue a good investment experience while targeting measurable environmental goals and aligning their money with their values. \nMore about Lacey Huebel \nLacey Huebel is Dimensional’s Head of Responsible Investment\, North America\, as well as a Senior Portfolio Manager and Vice President. She has been involved with the firm’s social and sustainable fixed income portfolios since their inception and manages a variety of fixed income strategies. Lacey frequently represents Dimensional on ESG matters with clients and at conferences. Previously\, she managed fixed income reporting as part of Dimensional’s Investment Analytics and Data team. \nBefore joining Dimensional\, Lacey was an analyst at PlanMember Financial Corporation. She is a CFA® charterholder and has two master’s degrees—an MS in mathematics from Kansas State University and an MA in applied mathematics from the University of California\, Santa Barbara. She earned her BS from Texas State University\, San Marcos.
URL:https://copperleaffinancial.com/event/virtual-townhall-the-science-of-sustainable-investing/
LOCATION:Online\, United States
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230419T120000
DTEND;TZID=America/New_York:20230419T130000
DTSTAMP:20260403T192858
CREATED:20230405T143529Z
LAST-MODIFIED:20230531T145046Z
UID:10000053-1681905600-1681909200@copperleaffinancial.com
SUMMARY:Can a Private Foundation Help You Achieve Your Charitable Goals?
DESCRIPTION:Wednesday\, April 19\, 12-1pm ET: \n“Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?” \nGuest: Jessica Donahue\, Foundation Source \nAs part of Copper Leaf Financial’s focus on charitable giving and legacy planning we are very excited to invite you to our April virtual townhall on the topic of using a private foundation as a vehicle for your philanthropy.  We’ll discuss how private foundations work and how they differ from other charitable tools such as donor advised funds (DAFs) and charitable trusts. \nJoin us and you will learn how a foundation can be used to create a permanent philanthropic legacy as well as build an enduring structure for family giving. \nSpecifically\, we’ll discuss: \n\nTax benefits\nLegal and governance considerations\nThe potential for hiring family members\, making grants to individuals and even setting up a separate nonprofit.\n\nWe will also answer common questions about private foundations including: \n\nDo you need millions to set up a foundation?\nCan you use a foundation with other charitable tools such as donor advised funds\, trusts and LLCs?\nWhat kind of assets can go into a foundation and what’s required to set one up?\n\nThis virtual townhall is hosted by Michael L. Thompson\, CAP®\, AIF®\, AEP® of Copper Leaf Financial and features Jessica Donahue from Foundation Source\, the nation’s largest provider of comprehensive services for private foundations. \nClick here to register.
URL:https://copperleaffinancial.com/event/virtual-townhall-can-a-private-foundation-help-you-achieve-your-charitable-goals/
LOCATION:Online\, United States
CATEGORIES:Webinar
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