May 1st, 202411:30 a.m. Central

May 1st, 2024 | 11:30 a.m. Central

Virtual

Register Now

EVIDENCE-DRIVEN PLANNING™

How can Evidence-Driven Planning™ benefit your portfolio and future wealth?

In this webinar, you will learn three scientifically-based planning methods Buckingham uses to minimize future taxes as part of our Evidence-Driven Planning™ process, including:

  • Designing tax-efficient portfolios through asset location
  • Managing tax brackets through Roth conversions during early retirement years
  • Optimizing tax efficiency of charitable gifting strategies

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

  • Ken Rosenbaum, CPA, RLP®

    Wealth Advisor

    As a Registered Life Planner®, Ken applies a holistic approach to wealth management and an evidence-based investment philosophy to help clients make smarter financial decisions that will enhance their lives.

  • 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 Center

    While 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.

    Event Details

  • 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

  • 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.

    Event Details

  • 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.

    Event Details

  • 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.
    Event Details