Financial Institution Stability: How Secure are Your Savings?

April 19th, 2023 | 11:30 a.m. Central

Virtual

When you trust a financial institution with your hard-earned savings, you assume it will be there for you when you need it. But what happens if that institution has financial troubles or even goes bankrupt? While there are safeguards to protect investors, your coverage depends on many factors, including the type of institution, your specific investments and how your accounts are titled. Join Buckingham’s Chief Planning Officer Jeffrey Levine as he shares insights on the options that can help secure your savings.

In this interactive workshop, Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, BFA will cover:

  • The three different types of investor protection
  • Which products are insured by the FDIC and which are not
  • Options to insure your assets when they exceed FDIC coverage limits
  • The role of the Securities Investor Protection Corp. (SIPC) in protecting brokerage accounts
  • What to know about state protections for insurance products

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF  |  Chief Planning Officer

    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based 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.

  • Don Rochleau, CFP®  |  Director of Client Development

    As the 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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