January 25th, 202411:30 a.m. Central
January 25th, 2024 | 11:30 a.m. Central
Virtual
The Science of Financial Success
Join our introductory webinar to learn how we can help clients.
What is Evidence-Driven Investing™, and how can it positively impact the performance of your portfolio?
In this interactive webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® shares how Buckingham incorporates the power of diversification, thoughtful bond portfolio construction, alternative investments and other strategies to create tailored portfolios, built to both seize opportunities and weather the storms of your financial life.
Discover how Buckingham’s evidence-driven approach and sound investment fundamentals can help you reach your financial goals, objectives and aspirations. Kevin will be answering your questions live during the webinar. Join the conversation by registering today!
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
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Kevin Grogan, CFA, CFP®
Chief Investment Officer
While it sounds like Kevin's job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He is a member of the firm’s Investment Policy Committee and helps lead the firm’s investment strategy, portfolio management and fixed income teams.
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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
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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
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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.
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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.
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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.