Events & Webinars
Past Events
Changing the Game: Align Your Investing with Your Values
In this exclusive, virtual Townhall we discuss how individuals, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental...
Inflation – What Investors Need to Know with Larry Swedroe
What is going on with inflation and how does it impact your investments? As investors most of us have not dealt with sustained inflation for more than 40 years. However,...
Dimensional Fund Advisors: Who Are They and Why Should Investors Care?
Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Here is...
Investing in Vermont’s Communities
Discover how the Vermont Community Loan Fund (VCLF) facilitates impact investing in Vermont, for Vermonters. Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial is pleased to welcome Will...
Trust Planning: What Every Family Should Know About Trusts
Trusts could play an important role as you plan for your family’s future, yet it’s surprising how little most people know about them. Whether you have an existing trust or...
2022 Market Preview with Larry Swedroe
Is there a path to investment success in 2022? 2021 was filled with market uncertainty and economic turmoil in the form of unprecedented inflation. The financial media’s focus on stock...
ETFs and Your Investment Portfolio
What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and...
Putting Today’s Investing Experience in Perspective
Many investors have concerns about inflation, interest rates, recent geopolitical events, high stock prices, which stocks to invest in, bond prices, and predictions about the economy. Hosted by Michael L....
Your Essential Guide to Sustainable Investing
Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your investments were helping to create a more...
Estate Planning Basics and What You Need to Know About Digital Assets
Estate Planning in Vermont can be complicated. What about your digital assets? Have you identified them and are they protected as part of your estate plan? We spoke with an expert...
Giving Circles in Vermont: What Are They and How Can You Get Involved?
Giving Circles are gaining momentum in Vermont! Join us for our next virtual townhall as we discuss this growing movement and how they are bringing people together – empowering them...
Establishing Trusts for Special Situations
Trusts and the right kind of trustee could play an important role in your family’s future - especially for those with special situations. Join us for our next free virtual...
VCLF: Innovatively and Equitably Providing Access to Funding
The Vermont Community Loan Fund (VCLF) is committed to building new ways to move capital to those who have been historically, systemically disenfranchised and denied access to opportunity. VCLF’s new Justice...
Strategic Tax Planning for 2022 and Beyond with guest Jeffrey Levine, CFP ®, CPA, PFS, CWS, AIF
The Inflation Reduction Act of 2022 has been passed by the Senate. How does it affect you and what impact does it have on tax planning opportunities? Aside from the...
Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
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...
Investing in Gender Diversity & Women’s Leadership
With guest Kelly Baldoni, Head of Global Women’s Strategies at Impax Asset Management and the Pax Ellevate Global Women’s Leadership Fund. To view the recorded event please click here.
2023 Market Preview with Larry Swedroe
Is there a path to investment success in 2023? Market uncertainty and economic turmoil in the form of unprecedented inflation continues to loom as we look towards the new year....
What is Evidence-Driven Investing™ and Why Is it Our Strategy?
What are the five tenets of Evidence-Driven Investing™ and how does this approach differ from other ways of investing? Some have defined evidence-driven investing as: "The process of systematically reviewing, appraising...
The Evolution and Current State of ESG (Environmental, Social, & Governance) Investing
Guests: Sam & Sarah Adams, founders of Vert Asset Management As part of Copper Leaf Financial’s focus on sustainable investing and planning and sponsored by Vermont Businesses for Social Responsibility (VBSR),...
Can a Private Foundation Help You Achieve Your Charitable Goals?
Wednesday, April 19, 12-1pm ET: “Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?” Guest: Jessica Donahue, Foundation Source As part of Copper Leaf Financial’s focus...
The Science of Sustainable Investing
Guest: Lacey Huebel, Head of Responsible Investment, North America and Senior Portfolio Manager and Vice President, Dimensional Fund Advisors As part of Copper Leaf Financial’s focus on sustainable investing and...
The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses
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. The...
Changing the Game: Aligning Your Investments with Your Values 2023
Please note that this live event was not recorded. Join us on Wednesday, July 19th at 12pm for “Changing the Game: Aligning Your Investments with Your Value” as we welcome...
Navigating Turbulent Financial Markets
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...
Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
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...
Virtual Townhall: Paul Hawken & The Regeneration Project – Putting Life at the Center of Every Action and Decision
Click here to view this recorded event. In our October townhall, we welcomed Paul Hawken, author of nine books including six New York Times bestsellers. Paul is also the founder...
Virtual Townhall: Enhance Your Philanthropic Giving by Including Real Estate and Property Donations
Click here to register! Are 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?...
Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead
Click here to register! What investing lessons did 2023 teach us and what might 2024 have in store? Market uncertainty and continued inflation loom as we look towards the new...
Digesting Your 2023 Tax Return
Click here to view the webinar on our YouTube channel. Have you ever wondered where the numbers on your tax return come from and why they might not be what...