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Copper Leaf Financial
Events
Past
13
2023 Market Review: Lessons Learned and a Look Ahead with Larry Swedroe
15
Enhance Your Philanthropic Giving by Including Real Estate and Property Donations
18
Virtual Townhall: The Regeneration Project- Putting Life at the Center of Every Action and Decision
20
Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
15
Navigating Turbulent Markets
19
Changing the Game: Aligning Your Investments with Your Values
14
The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses
17
The Science of Sustainable Investing
19
Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?
15
Is it Time to Update Your Estate Plan?
15
Virtual Townhall: The Evolution and Current State of ESG (Environmental, Social, & Governance) Investing
18
What is Evidence-Driven Investing and Why Is it Our Strategy?
6
Virtual Townhall: 2023 Market Preview with Larry Swedroe
16
Investing in Gender Diversity and Women’s Leadership
18
Virtual Townhall: Scams, Hacks and Cyber Security: What You Need to Know to Protect Yourself
14
Virtual Townhall: Strategic Tax Planning for 2022 and Beyond
17
Virtual Townhall: VCLF Innovatively and Equitably Providing Access to Funding
19
Virtual Townhall: Establishing Trusts for Special Situations
14
Giving Circles in Vermont: What Are They and How Can You Get Involved?
18
Estate Planning Basics and What You Need to Know About Digital Assets
20
Your Essential Guide to Sustainable Investing
15
Putting Today's Investing Experience in Perspective
12
Virtual Townhall: ETFs and Your Investment Portfolio
2
2022 Market Preview with Larry Swedroe
16
Trust Planning: What Every Family Should Know About Trusts
22
Virtual Townhall: Investing in Vermont's Communities
16
Demo: Testing Luma
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