June 3rd, 20245:30 p.m. Central

June 3rd, 2024 | 5:30 p.m. Central

Virtual

Register Now

Retirement: Beyond the Financials

Register by May 22 to receive a complimentary copy of Alan’s book.

Want to live a truly fulfilling retirement? While you may be aware of the monetary aspects needed to comfortably transition into this next phase of life, it’s also important to consider the emotional challenges that you may experience.

In this webinar, author and host Alan Spector shares a fresh perspective on the challenges, myths and possibilities that you may experience during retirement.

He covers:

  • Ten key elements of a fulfilling retirement and how you can gauge your own retirement fulfilment journey
  • 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
  • Why you may want to “practice retirement” while still working
  • Your questions during a live Q&A session

Whether you are thinking about retiring or have recently made the transition, this session offers valuable strategies to navigate the often overlooked but essential parts of this phase in life.

As a special gift, each participant who registers by May 22 will receive a copy of Alan Spector’s book, Your Retirement Quest.

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

  • Alan Spector

    Along with being the author of a dozen books, speaker, blogger and retirement planning coach, Alan is also a strategic planning consultant for local nonprofits, school districts, religious congregations and large national cancer organizations. In his free time, he is a nonprofit board member, community volunteer, gym rat, avid crossword puzzle solver and pickleball and baseball enthusiast. Alan and his wife Ann live in St. Louis and are the proud grandparents to four grandchildren.

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.

  • 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 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

    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.

  • June 25th, 2024 | 11:30 a.m. Central

    Virtual

    Three Keys to Building the Right Portfolio for You

    In this session, Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio.