Events

Upcoming Events

As passionate communicators and educators, we offer a variety of programs for our clients and community. Participate in nationally coordinated informational sessions with our industry thought leaders, local education programs, client celebrations and special events. Our Buckingham Connects suite of educational programs includes webcasts, blogs, videos, seminars and more — so you can join us in whatever way you find most engaging.

Featured Event

Planning for Incapacity: Options for Managing Your Finances

June 14th, 2023 | 11:30 a.m. Central

Virtual

Although difficult to think about, becoming incapacitated is an unfortunate possibility at any stage in life, and preparing for this uncertainty can offer some peace of mind. When it comes to your finances, it’s important to document how you would want your assets managed if you were no longer able to do so. Having the right estate planning tools in place to address this risk is a critical component of a well-designed financial plan—and it will ease the complications for your family and heirs who may need to step in.

In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

You’ll learn about:

  • The purpose of setting up a power of attorney
  • Reasons to add an individual as a joint account owner
  • What to consider when placing assets in a trust

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

  • Don Rochleau, CFP®  |  Director of Client Development

    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.

Planning for Incapacity: Options for Managing Your Finances

June 14th, 2023 | 11:30 a.m. Central

 Event Details

Filter Events

  • Planning for Incapacity: Options for Managing Your Finances

    June 14th, 2023 | 11:30 a.m. Central

    Virtual

    Although difficult to think about, becoming incapacitated is an unfortunate possibility at any stage in life, and preparing for this uncertainty can offer some peace of mind. When it comes to your finances, it’s important to document how you would want your assets managed if you were no longer able to do so. Having the right estate planning tools in place to address this risk is a critical component of a well-designed financial plan—and it will ease the complications for your family and heirs who may need to step in.

    In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

    You’ll learn about:

    • The purpose of setting up a power of attorney
    • Reasons to add an individual as a joint account owner
    • What to consider when placing assets in a trust

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

    Don Rochleau, CFP®

    Event Details

  • Youth & Money summer workshop - Ages 12-15 on June 14

    June 14th, 2023 | 6:30-8:30 p.m.

    In-person

    All workshops will be held in the VariSpace Southlake building:

    1900 West Kirkwood Blvd.
    Southlake, TX 76092

    Hosted by Buckingham Southlake advisors, this free workshop will cover important financial subjects in an age-appropriate manner.

    Topics include:

    • Concept of saving
    • Spending
    • Giving
    • How banks work
    • The difference between debit and credit cards
    • The basics of interest and compounding
    • The importance of saving and setting financial goals
    • How social media impacts our financial lives

    We encourage you to drop your child off for the event, but you are welcome to attend as well. Please enjoy convenient parking in the front of the building. Snacks will be provided.

    Event Details

  • Youth & Money summer workshop - Ages 16-18 on June 24

    June 24th, 2023 | 9:00-11:00 a.m.

    In-person

    All workshops will be held in the VariSpace Southlake building:

    1900 West Kirkwood Blvd.
    Southlake, TX 76092

    Hosted by Buckingham Southlake advisors, this free workshop will cover important financial subjects in an age-appropriate manner.

    It will touch on most of the topics discussed in the age 12-15 workshop plus:

    • Concept of needs vs. wants
    • Dangers of credit card interest
    • Power of compounding
    • Basics of borrowing and student loans

    We encourage you to drop your child off for the event, but you are welcome to attend as well. Please enjoy convenient parking in the front of the building. Snacks will be provided.

    Event Details

  • Preventing Identity Theft: How to Defend Your Finances

    July 20th, 2023 | 11:30 a.m. Central

    Virtual

    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 activitiesScanning

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

    Don Rochleau, CFP®

    Event Details

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

    July 22nd, 2023 | 9:00-11:00 a.m.

    In-person

    All workshops will be held in the VariSpace Southlake building:

    1900 West Kirkwood Blvd.
    Southlake, TX 76092

    Hosted by Buckingham Southlake advisors, this free workshop will cover important financial subjects in an age-appropriate manner.

    Topics include:

    • Concept of saving
    • Spending
    • Giving
    • How banks work
    • The difference between debit and credit cards
    • The basics of interest and compounding
    • The importance of saving and setting financial goals
    • How social media impacts our financial lives

    We encourage you to drop your child off for the event, but you are welcome to attend as well. Please enjoy convenient parking in the front of the building. Snacks will be provided.

    Event Details

  • Youth & Money summer workshop - Ages 16-18 on July 25

    July 25th, 2023 | 6:30-8:30 p.m.

    In-person

    All workshops will be held in the VariSpace Southlake building:

    1900 West Kirkwood Blvd.
    Southlake, TX 76092

    Hosted by Buckingham Southlake advisors, this free workshop will cover important financial subjects in an age-appropriate manner.

    It will touch on most of the topics discussed in the age 12-15 workshop plus:

    • Concept of needs vs. wants
    • Dangers of credit card interest
    • Power of compounding
    • Basics of borrowing and student loans

    We encourage you to drop your child off for the event, but you are welcome to attend as well. Please enjoy convenient parking in the front of the building. Snacks will be provided.

    Event Details