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Virtual Townhall

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:

Click here to register for this event. Join us on…

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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

Click here to register for this event. As part of…

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

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

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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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Free Exit Planning Workshop in Bristol Vermont

An introduction to business ownership succession planning will be offered…

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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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Crowdfunding Solutions Can Come with Tax Implications

READ MORE Crowdfunding Solutions Can Come with Tax Implications

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

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

11 Financial Mistakes Small Business Owners Make (and How to Avoid Them)

READ MORE 11 Financial Mistakes Small Business Owners Make (and How to Avoid Them)

Meet the Supervisor: Margery McCracken

READ MORE Meet the Supervisor: Margery McCracken

Two-year Reprieve from Roth Catch-up Requirement for High-Income Earners

READ MORE Two-year Reprieve from Roth Catch-up Requirement for High-Income Earners

A Mid-Year Checklist that EVERY Business Should Review

READ MORE A Mid-Year Checklist that EVERY Business Should Review

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Williston Office:
33 Blair Park Road Suite 201, Williston, VT 05495
T: 802-878-1963, F: 802-878-7197

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: 802-878-7197

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