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

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

Virtual

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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

  • 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

  • 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.

    Event Details