December 11th, 202411:30 a.m. Central

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

Virtual

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New Year, New Budget: Save more & argue less while living your best life in 2025

Is 2025 the year you’re finally going to get your budget in order?

Take the first step and join us at our interactive budgeting webinar! In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success. He shares how a simple budgeting technique can help reduce your expenses while allowing you to still enjoy the lifestyle and experiences that you love.

In addition, Rob explores why traditional budgeting techniques often fail and why budgeting is imperative, especially for higher income families. His “Keep, Cut Back, Eliminate” framework identifies where you can spend less and the “Five-Minute Weekly Spending Review” will help you stay on track.

Even if you’ve tried budgeting in the past, don’t see eye-to-eye with your significant other on finances or aren’t sure where you can reduce your expenses without making big sacrifices, this session can help you jumpstart your finances in the new year!

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Featured Speakers

  • Rob Bertman, CFA, CSLP®, CFP®

    Director of Family Budget Services

    Learn more about Rob

    Rob helps busy families save more and argue less so that they can confidently accelerate toward their financial goals while maintaining the lifestyle they love. Through a collaborative process, he helps clients design a simple and flexible budgeting system while providing the support and accountability they need to make this happen.

Other Upcoming Events

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

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    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
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    • Compromising your online accounts
    • Engaging in other malicious activities
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  • October 30th, 2024 | 11:30 a.m. Central

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  • November 12th, 2024 | 2:00 p.m. Central

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    Connects Quarterly Webinar: Q4 2024

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  • November 21st, 2024 | 11:30 a.m. Central

    Virtual

    Year-End Tax Planning to Maximize Your Savings

    Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.

    Event Details