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Welcome to the Greater Burlington Chapter

Lori Carmichael-Abare

Managing Director

Greater Burlington, VT

Phone: 802-578-5086

Investment Planning

Jun 18, 2024 @ 11:00 AM

Upcoming Local Events

Jun 18, 2024

Investment Planning

Investment planning is a core part of the financial planning process. We must establish your financial goals and objectives, timeline, liquidity needs, and risk tolerance and then match those criteria with an appropriate and diversified portfolio model.


Event Details

Jul 9, 2024

Strategic In-Person Business Introductions

We want to learn about you and your business—Please join us!

Here's your exclusive invitation to participate in an extraordinary IN-PERSON business mastermind where we get the opportunity to learn about you, your products and services and the ways we can help you. At this IN-PERSON event youll make outstanding connections, gain a wealth of new ideas and get access to needed resources. This is an intimate group of up to 12 dynamic entrepreneurs.

  • Meet potential new clients

  • Share what your business offers

  • Discover needed resources

  • Obtain help and guidance for your business

During this event you’ll be a part of our unique mastermind “Wisdom Circle" process. Your needs are front and center with all attention on what is important to the success of your business. You gain the collective insights from the group. 


Event Details

Jul 16, 2024

Monetize and Mesmerize: Boosting Your Business and Your Client Experience Through Heartfelt Retreats

Unleash the transformative power of retreats in this dynamic and inspiring talk designed for savvy female business owners. Discover what a retreat truly entails and why weaving these immersive experiences into your business can elevate client satisfaction and significantly boost your revenue. We'll delve into the myriad benefits of retreats, from fostering deep, lasting client connections to creating unforgettable, loyalty-building experiences. Through compelling stories and actionable advice, you’ll gain a clear understanding of how retreats can enhance your brand and strengthen your bottom line.


Event Details