November 14th, 202311:30 a.m. - 12:30 p.m. Central
November 14th, 2023 | 11:30 a.m. - 12:30 p.m. Central
In-person
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 culrich@buckinghamgroup.com or by calling 817-410-8200.
Register Now
Featured Speakers
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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
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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 CenterWhile 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.
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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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July 30th, 2024 | 11:30 a.m. Central
Virtual
Planning Through Divorce: 5 Considerations to Safeguard Your Future
Going through a divorce brings what feels like a million financial decisions to make. What should you focus on when navigating your options?
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August 29th, 2024 | 11:30 a.m. Central
Virtual
Long-Term Health Care: Exploring Your Options & Costs
How can you be sure you’re making informed decisions about your health care needs as you age? And when is the best time to start planning?