Events

Copper Leaf Financial Events

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 register 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.

March 18th, 2021: Long Term Care Considerations in the Age of COVID-19 with Mark Maurer, CFP, President & CEO of insurance advisory firm LLIS. To view the recorded event please click here.

February 21st, 2021: COVID-19 Lessons from a Vermont Primary Care Physician with guest Dr. Mark Pitcher of GoodHEALTH Internal Medicine in South Burlington, VT. This video can be viewed in two parts:

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