May 1st, 202411:30 a.m. Central

May 1st, 2024 | 11:30 a.m. Central

Virtual

Register Now

EVIDENCE-DRIVEN PLANNING™

How can Evidence-Driven Planning™ benefit your portfolio and future wealth?

In this webinar, you will learn three scientifically-based planning methods Buckingham uses to minimize future taxes as part of our Evidence-Driven Planning™ process, including:

  • Designing tax-efficient portfolios through asset location
  • Managing tax brackets through Roth conversions during early retirement years
  • Optimizing tax efficiency of charitable gifting strategies

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

  • Ken Rosenbaum, CPA, RLP®

    Wealth Advisor

    As a Registered Life Planner®, Ken applies a holistic approach to wealth management and an evidence-based investment philosophy to help clients make smarter financial decisions that will enhance their lives.

  • 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.

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  • October 30th, 2024 | 11:30 a.m. Central

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  • December 11th, 2024 | 11:30 a.m. Central

    Virtual

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    In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success.

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