April 18th, 202411:30 a.m. Central

April 18th, 2024 | 11:30 a.m. Central

Virtual

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Planning for Lifetime Income in Retirement

Do you know “your number”?

That is, the amount of money that you need to accumulate before you’re able to retire?

More importantly, do you know how much money you need - AND how it needs to be invested - to be able to REMAIN comfortably retired for what you hope will be a 30-to-50-year timeframe?

If you don’t know the answer to these questions, you’re not alone.

Inflation and the cumulative loss of your purchasing power is the biggest threat to your retirement. Backed by 80+ years of academic research and 25+ years of combined professional experience, our team will help you unlock a financially secure retirement and attain the peace of mind you deserve.

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

  • Erik J. Christman, CFP®, CPA and Patrick J. Walsh, CFP®

    Erik Christman and Patrick Walsh are wealth advisors in Buckingham’s Cincinnati office and have worked together providing advice to clients for nearly 15 years. Clients can count on them to be fee-only, true fiduciaries providing clarity, confidence and being a catalyst to get things done. This straightforward approach, coupled with a data-driven planning process and investment philosophy, allows Erik and Pat to coach clients through good and bad markets to make sure they have actionable strategies to reach their goals.

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

  • February 27th, 2025 | 11:30 a.m. Central

    Virtual

    Social Security Benefits: 5 Things Married Couples Should Know

    While Social Security benefits are an important source of income for many couples, the rules surrounding them can be incredibly complex.

    Event Details