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Webinar: Digesting Your Tax Return
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Webinar: Digesting Your Tax Return

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Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead
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Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead

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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

Click here to register! Are your kids not interested in…

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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

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

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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 July 19: Establishing Trusts for Special Situations

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

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Copper Leaf Financial Recorded Webinars: Sustainable Investing and Estate Planning

Our friends at Copper Leaf Financial have published some new…

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Free Webinar June 14: Giving Circles in Vermont: What Are They and How Can You Get Involved?

Copper Leaf Financial is holding their next free virtual townhall…

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Free Webinar May 18: Estate Planning Basics and Digital Assets

Wednesday, April 20th, 12-1pm ETRegistration link: https://lu.ma/f4mj2rqq Are your digital…

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Webinars for Nonprofit Organizations Posted Through Common Good Vermont

Shared Webinar: Beginning Grantseeking – 4/6 Shared Webinar: Data-Informed Decision…

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Virtual Townhall: What Every Family Should Know About Trusts

Virtual Townhall: What Every Family Should Know About Trusts Tuesday,…

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Common Good VT Announces Webinar Training Opportunities Through 2021

Common Good VT has announced their October-December webinar partnerships!  …

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Virtual Townhall: Dimensional Fund Advisors: Who Are They and Why Should Investors Care?

Virtual Townhall: Dimensional Fund Advisors: Who Are They and Why…

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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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Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday,…

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Long-Term Care Considerations Resulting from the Pandemic

Long-term care (LTC) is something you may need someday for…

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Webinar: Breaking Money Silence® to Achieve Gender Parity

Our affiliated financial planning firm is thrilled to begin their…

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Virtual Webinar: Getting a Grip – Creating Efficiencies Through Virtual HR and Controller Services

Join Morgan Pratt & Matt Cleare, CPA, CGMA, Wednesday Oct….

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Virtual Event: Estate Planning Essentials During a Pandemic

Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time:…

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Free Seminar: Ownership Succession Planning in Rutland Vermont

Free Seminar: The Search for a Good Exit: Introduction to…

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Free seminar on ownership succession planning on 4/19 in Vergennes, Vermont

The Search for a Good Exit: Introduction to Ownership Succession…

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Beware: Top Identity Theft Scams and How to Protect Yourself

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Implications of the Proposed Republican Tax Bill

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The Spring 2025 Issue of Nonprofit Notes is Here!

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Staff Spotlight: Meet the Manager – Ashley Wilson

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

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Case Study: Navigating the Death of a Family Member

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Williston Office:
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T: 802-878-1963, F: 802-876-1864

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T: 802-775-7132, F: 802-773-3810

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T: 802-878-1963, F: 802-876-1864

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