Tag: EBI

Webinar: Breaking Money Silence® to Achieve Gender Parity

Jan 07, 2021
Our affiliated financial planning firm is thrilled to begin their 2021 Virtual Roundtable Series with Breaking Money Silence® to Achieve Gender Parity.

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Apr 13, 2021
Michael L. Thompson of Copper Leaf Financial welcomes investment expert Apollo D. Lupescu, PhD, a highly regarded speaker and Vice President from Dimensional Fund Advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various level of financial acumen.

An Inside Exit: Selling Your Business to Family, Managers, or Employees

Apr 29, 2021
Starting to think about ownership succession for your enterprise? For many business owners, the best option is to sell to folks already involved in the business such as family members, managers, or the broader group of employees.

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

May 18, 2021
In this exclusive, virtual Townhall we will discuss how individuals, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental change.

Virtual Townhall: Your Essential Guide to Sustainable Investing

May 18, 2021
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 sustainable future?

Virtual Townhall: Inflation - What Investors Need to Know

Jun 22, 2021
Virtual Townhall: Inflation - What Investors Need to Know

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

Jul 21, 2021
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. Now is your chance to find out why and ask questions about one of our best kept secrets!

Common Good VT Announces Webinar Training Opportunities Through 2021

Oct 14, 2021
Common Good VT has announced their October-December webinar partnerships! Don’t miss any of these upcoming training opportunities with their nonprofit serving partners!

Virtual Townhall: What Every Family Should Know About Trusts

Oct 19, 2021
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 maybe you are considering it for your situation- join us and discover everything you should know about them to make the best choice for your family.

Addison County Economic Development Corporation & Addison County Chamber of Commerce partner to present business education webinar series

Feb 28, 2022
The Addison County Chamber of Commerce and the Addison County Economic Development Corporation and are pleased to announce a series of business webinars in 2022. Each webinar covers a different topic relevant to the Addison County business and non-profit communities, presented by local business owners and support organizations.