November 14th, 202311:30 a.m. - 12:30 p.m. Central

November 14th, 2023 | 11:30 a.m. - 12:30 p.m. Central


Register Now

Youth & Money summer workshop - Ages 12-15 on July 22 copy

Event will be held in the VariSpace Southlake building:

1900 West Kirkwood Blvd.
Southlake, TX 76092

Tax season will be here before you know it!

Start preparing now by joining Buckingham Chief Planning Officer Jeffrey Levine as he shares some top year-end planning considerations, including:

  • New required minimum distribution (RMD) rules
  • Strategies and considerations for Roth conversions
  • Year-end contributions
  • Tax loss and tax gain harvesting
  • Tax withholding considerations and future tax rates
  • Home office deductions
  • State and local tax (SALT) planning and beneficiary reviews

You will find easy parking in front of the building. For directions or logistical questions, please contact Cher in our office via email at or by calling 817-410-8200.

Register Now

Featured Speakers

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

    Chief Planning Officer

    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

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


    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


    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


    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.