March 7th, 202410:00 a.m. Central Time
March 7th, 2024 | 10:00 a.m. Central Time
Virtual
Planning Strategies to Help Those in Crisis Virtual Event
There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming. For those that would like to help but don’t know where to start, join our webinar to learn how to identify organizations that may have the largest impact on the people and causes you care about. Buckingham Wealth Advisor Adam Yofan and Kelly Uranker, Vice President of the Center of Philanthropy at The Pittsburgh Foundation, will facilitate this 30-minute outcome-focused webinar.
In this webinar, we’ll cover:
- Environmental crises, education gaps and local and national basic needs
- How to research and select organizations so that your dollars impact the people and causes you care about
- Charitable gifting options and ways to maximize your donation
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.
ResourcesFeatured Speakers
-
Kelly Urkaner
Vice President of the Center of Philanthropy at The Pittsburgh Foundation
A staff member of The Pittsburgh Foundation since 1998, Kelly has worked closely with donor families for nearly 20 years. In her current role, she works closely with program and development staff to develop and implement tailored educational programs for the foundation’s donor community. She also oversees the planning and implementation of all online giving initiatives. From her experience, she understands deeply what motivates successful giving campaigns. She is a graduate of Wellesley College, where she majored in literature and political science.
-
Adam Yofan
Wealth Advisor, Buckingham Strategic Wealth
Putting his deep and diverse experience to work, Adam spends his days helping clients address their multilayered issues in areas such as portfolio construction, tax minimization, retirement planning, asset protection, and estate and legacy planning.
Adam’s favorite part of his professional life is getting to know the diverse individuals, families and business owners with whom he works. He loves interacting with goal-driven people — hearing their stories, learning their life path, understanding their aspirations and helping them navigate the financial challenges they face.
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
-
October 30th, 2024 | 11:30 a.m. Central
Virtual
Should You Name a Trust as Your IRA Beneficiary?
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
-
November 12th, 2024 | 2:00 p.m. Central
Virtual
Connects Quarterly Webinar: Q4 2024
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.
-
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.
-
December 11th, 2024 | 11:30 a.m. Central
Virtual
New Year, New Budget: Save more & argue less while living your best life in 2025
In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success.