April 25th, 202411:30 a.m. Central
April 25th, 2024 | 11:30 a.m. Central
Virtual
5 Steps to Creating a Less Taxing Retirement copy
People with greater wealth often assume that Medicaid planning does not apply to their situation. However, families frequently underestimate future long-term care costs, and unforeseen medical needs may arise where a family member could benefit from Medicaid. By implementing crisis planning strategies, families can understand how to safeguard their assets within five years of a family member accessing Medicaid benefits.
In this interactive webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will review why financially secure families should be aware of long-term care costs and how program benefits could play a role in their planning.
In this session, he’ll cover:
- The impact of long-term care costs on individuals and their families.
- Key features and provisions for Medicaid benefits and eligibility.
- The financial impact and associated penalties that could arise when receiving Medicaid benefits.
- Strategies to protect assets while accessing Medicaid benefits.
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
-
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven 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
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.
Other Upcoming Events
-
May 17th, 2023 | 5:30 – 7:30 p.m. Central
Retirement: Beyond the Financials
8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Fifth floor Education CenterWhile you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?
During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.
Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:
- Ten key elements of a fulfilling retirement
- A guide to creating a personalized retirement life plan
- Suggestions for initiating crucial conversations with those closest to you about retirement plans
- A framework for deciding when to retire
- How and why you may want to “practice retirement” while still working
As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.
-
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
-
May 14th, 2024 | 11:30 a.m. Central
Virtual
Entry 68902
Every year, client missteps, professional errors and oversights by financial institutions result in millions of dollars of unnecessary client taxation. But that doesn’t have to happen. During this webinar, you’ll learn how to identify and avoid the most frequent and costly IRA mistakes. In addition, this webinar is eligible for 1.5 continuing education (CE) credits for those attending the live session.
-
May 29th, 2024 | 11:00 a.m Central Time
Virtual
Fifty Years, Three Bear Markets: Some Investing Lessons from History
Discover how despite these setbacks, domestic companies have bounced back and continued to grow their dividend earnings strongly over time.
-
May 30th, 2024 | 11:30 a.m. Central
Virtual
What You Need to Know When Inheriting an IRA
In this session, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what IRA owners and their future beneficiaries should know when transferring accounts to heirs.
-
June 4th, 2024 | 10:00 a.m. Eastern Time
Virtual
Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes
For high-net-worth individuals who have been through a divorce, lost a spouse or are otherwise single, estate planning can become tougher to navigate.
If you decide to marry again, that creates a whole new layer of complexity. Add in the upcoming changes to estate taxes, and you've got even more considerations to unwind. In this interactive webinar, join Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys who will discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.
They’ll cover:
- The do’s and don'ts of estate planning for individuals before, during and after divorce.
- The estate tax increases expected to go into effect in January 2026.
- How to protect your assets and take care of your loved ones.
- Why it’s important for individuals to start planning now.