Tag: virtual townhall
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
Free Webinar August 17th: VCLF: Innovatively and Equitably Providing Access to Funding
Jul 13, 2022
*Copper Leaf Financial is holding a free virtual townhall on Wednesday, August 17th: "VCLF: Innovatively and Equitably Providing Access to Funding"
Wednesday, August 17th, 12-1pm ET
Registration Link:…
Virtual Townhall: Strategic Tax Planning for 2022 and Beyond
Aug 16, 2022
*Copper Leaf Financial is holding a free virtual townhall on Wednesday, September 14th: "Strategic Tax Planning for 2022 and Beyond"
Wednesday, September 14th, 12-1pm ET
Registration Link: https://lu.ma/m5uliqfw
Guest:…
Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
Sep 26, 2022
*Copper Leaf Financial is holding a free virtual townhall on Tuesday, October 18th: "Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself"
Tuesday, October 18th, 12-1pm ET
Registration…
Virtual Townhall: Investing in Gender Diversity and Women’s Leadership
Oct 12, 2022
*Copper Leaf Financial is holding a free virtual townhall on Wednesday, November 16th: "Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself"
Wednesday, November 16th, 12-1pm ET
Registration…
Virtual Townhall: 2023 Market Preview with Larry Swedroe
Nov 28, 2022
*Copper Leaf Financial is holding a free virtual townhall on Tuesday, December 6th: "2023 Market Preview with Larry Swedroe"
Tuesday, December 6th, 12-1pm ET
Registration Link: https://lu.ma/mb7lff73
Guest:…
Virtual Townhall: The Evolution and Current State of ESG (Environmental, Social, & Governance) Investing
Jan 25, 2023
Wednesday, February 15, 12-1pm ET
Guests: Sam & Sarah Adams, founders of Vert Asset Management
As part of Copper Leaf Financial’s focus on sustainable investing and planning we are very excited to invite…
Virtual Townhall: Can a Private Foundation Help You Achieve Your Charitable Goals?
Mar 28, 2023
“Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?”
Wednesday, April 19, 12-1pm ET:
Guest: Jessica Donahue, Foundation Source
Registration link: https://lu.ma/8mc14053
As…