Education & Conferences

Jun
02

OneDigital Vermont: Back to the [Benefit] Basics – Life and AD&D and Disability, Oh My!

Your employees may be most interested in your health plan, but chances are you offer them some equally valuable benefits in the form of life & disability insurance. Many Americans have no life or disability insurance other than what is provided by their employer, but offering these crucial benefits brings with it some important considerations: […]

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Jun
02

OneDigital Vermont: Back to the [Benefit] Basics – Medical FUNdamentals

Do you have a good grasp on the fundamentals of the health insurance plans you offer your employees? We will be reviewing the basic definitions surrounding health insurance (coinsurance, deductible, stop loss, etc.) and cover what everyone needs to know when it comes to employee benefits jargon. In addition, we will take a deep dive […]

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May
18

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

Guests: Joel Solomon, Founding Partner of Renewal Funds and Sam & Sarah Adams, founders of Vert Asset Management 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. Michael L. Thompson, CAP®, AIF®, […]

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May
17

2021 Vermont Employee Ownership Annual Conference

The 19th annual Vermont Employee Ownership Conference will be held remotely with support from UVM’s Conference and Events Services About this event Date: Thursday, June 3, 2021 Time: 9:00 AM – 4:15 PM Learn about the unique benefits and challenges of employee ownership at this full-day virtual event, featuring 15 informative workshops and a keynote by Ken […]

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Apr
23

Introduction to Business Taxes

Do you run a small business or are you thinking of starting one? Do you have questions on how taxes work and what is required for small business owners? Join us for a conversation with our retired accountant, Ross, to learn more about federal taxes. Bring your questions and learn from others in the group, too! […]

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

Starting to think about ownership succession for your company? For many business owners, the best option is to sell to those already involved in the business, such as family members, managers, or the broader group of employees. In this 90-minute webinar, you will learn the basics of internal exit paths.  Following an overview of general […]

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

Starting to think about ownership succession for your company? For many business owners, the best option is to sell to those already involved in the business, such as family members, managers, or the broader group of employees. In this 90-minute webinar, you will learn the basics of internal exit paths.  Following an overview of general […]

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

Starting to think about ownership succession for your company? For many business owners, the best option is to sell to those already involved in the business, such as family members, managers, or the broader group of employees. In this 90-minute webinar, you will learn the basics of internal exit paths.  Following an overview of general […]

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Apr
15

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring 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 […]

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Apr
14

Insurance Basics for your Small Business

The Financial Futures Program at CVOEO welcomes Travis Spencer of Kinney Insurance Agency who will lead an interactive Zoom workshop on insurance basics for small business owners. He will discuss general liability, workers’ comp, property casualty, and other insurance needs related to insurance and is looking forward to answering your questions! Please register ahead of […]

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PO Box 1274
Burlington VT 05402

(802) 870-0868
info@vbsr.org

 

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