Tag: virtual webinar

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

Oct 06, 2020
Join Morgan Pratt & Matt Cleare, CPA, CGMA, Wednesday Oct. 28t at 8am for a virtual event! Click here for more info and to save your seat. Together, we will uncover the benefits of taking headache-causing…