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Virtual Townhall

Virtual Townhall: Enhance Your Philanthropic Giving by Including Real Estate and Property Donations
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Virtual Townhall: Enhance Your Philanthropic Giving by Including Real Estate and Property Donations

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Virtual Townhall: The Regeneration Project: Putting Life at the Center of Every Action and Decision
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Virtual Townhall: The Regeneration Project: Putting Life at the Center of Every Action and Decision

As part of *Copper Leaf Financial’s focus on sustainability and…

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Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
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Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself

Click here to register for this event. While the cyber…

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Virtual Townhall: Navigating Turbulent MarketsVirtual Townhall:
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Virtual Townhall: Navigating Turbulent MarketsVirtual Townhall:

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Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values
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Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values

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Virtual Townhall: Investing in Gender Diversity and Women’s Leadership

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Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself

*Copper Leaf Financial is holding a free virtual townhall on…

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Tax News & Resources

Virtual Townhall: Strategic Tax Planning for 2022 and Beyond

*Copper Leaf Financial is holding a free virtual townhall on…

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Free Webinar August 17th: VCLF: Innovatively and Equitably Providing Access to Funding

*Copper Leaf Financial is holding a free virtual townhall on…

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Virtual Townhall: Your Essential Guide to Sustainable Investing

Virtual Townhall: Your Essential Guide to Sustainable InvestingWednesday, April 20th,…

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Virtual Townhall: Your Essential Guide to Sustainable Investing

Virtual Townhall: Your Essential Guide to Sustainable Investing Wednesday, April…

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Virtual Town Hall Recording: 2022 Market Preview with Larry Swedroe

To view the recording of this 12/2/2021 virtual townhall please…

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Virtual Townhall: Investing in Vermont’s Communities

Virtual Townhall: Investing in Vermont’s Communities Wednesday, September 22nd12:00pm –…

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Inflation – What Investors Need to Know

As investors most of us have not dealt with sustained…

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Virtual Townhall: Inflation – What Investors Need to Know

Virtual Townhall: Inflation – What Investors Need to Know Wednesday,…

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Tax News & Resources | Uncategorized

Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values

Virtual Townhall: Changing the Game with Impact Investing: Align Your…

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Davis & Hodgdon Presents Free Bookkeeping Seminar in Rutland Vermont

Davis & Hodgdon Associates CPAs is partnering with the Center…

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The Spring 2025 Issue of Nonprofit Notes is Here!

READ MORE The Spring 2025 Issue of Nonprofit Notes is Here!

Staff Spotlight: Meet the Manager – Ashley Wilson

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Succession Planning Considerations: Is an ESOP the Right Solution for Your Business?

READ MORE Succession Planning Considerations: Is an ESOP the Right Solution for Your Business?

Case Study: Navigating the Death of a Family Member

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2025 Davis & Hodgdon Tax Season Donation

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Wealth Management Resources from Copper Leaf Financial

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Williston Office:
33 Blair Park Road Suite 201, Williston, VT 05495
T: 802-878-1963, F: 802-876-1864

Rutland Office:
225 South Main Street, Rutland, VT 05701
T: 802-775-7132, F: 802-773-3810

St. Albans Office:
8 South Main Street, St. Albans City, VT 05478
T: 802-878-1963, F: 802-876-1864

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