June 25th, 202411:30 a.m. Central

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

Virtual

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Three Keys to Building the Right Portfolio for You

Constructing an investment portfolio tailored to your specific needs and objectives can feel intimidating. Beyond choosing the right types of investments and understanding their risks, costs and tax implications, determining the best way to allocate the funds is a challenge without a clear understanding of your financial goals. In this session, Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio.

In this session, he will cover how your wealth advisor can help:

  • Harmonize your life and financial plan with your portfolio strategy.
  • Implement an investment philosophy based on evidence-driven principles and an understanding of the associated risks.
  • Build and manage a portfolio that effectively allocates your investments in the optimal accounts based on your overall financial planning needs.

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Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA

    Chief Planning Officer

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    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

  • Don Rochleau, CFP®

    Director of Client Development

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    As the 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.

  • 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
  • July 16th, 2024 | 1:00 p.m. Central

    Virtual

    Connects Quarterly Webinar: Q3 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.