February 22nd, 20241:00 p.m. Central

February 22nd, 2024 | 1:00 p.m. Central

Virtual

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Buckingham Connects Quarterly Webinar: September 2023 copy

Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.

Our panel includes Buckingham Strategic Wealth President Wendy Hartman, CFP®, Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA and Chief Investment Officer Kevin Grogan, CFA, CFP®. We’re looking forward to answering your most pressing questions live during the webinar. Join the conversation by registering today!

Thank you for the interest in our recent virtual event!

To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.

Resources

Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

    Chief Planning Officer

    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

  • Kevin Grogan, CFA, CFP®

    Chief Investment Officer

    while it sounds like Kevin's job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He is a member of the firm’s Investment Policy Committee and helps lead the firm’s investment strategy, portfolio management and fixed income teams.

  • Don Rochleau, CFP®

    Director of Client Development

    Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

Other Upcoming Events

  • July 20th, 2023 | 11:30 a.m. Central

    Virtual

    Preventing Identify Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.

    You’ll learn strategies to fend off common identity theft tactics, including:

    • Establishing credit in your name
    • Filing a fraudulent tax return on your behalf
    • Compromising your online accounts
    • Engaging in other malicious activities
    Event Details

  • January 30th, 2025 | 11:30 a.m. Central

    Virtual

    Tax Planning Strategies for 2025

    Whether it’s income, investments, retirement savings, or estate planning, taxes affect nearly every aspect of your financial life. Strategic tax planning can help reduce liabilities and improve your overall financial position.

    Event Details