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.
Filter Events
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5 Steps to Creating a Less Taxing Retirement
March 28th, 2024 | 11:30 a.m. Central
Virtual
Retirement should be a much-anticipated milestone that fills people with excitement. However, the complexities and unknowns surrounding retirement can often lead to uncertainty, even for those who have diligently saved and planned for their retirement years. Fortunately, it doesn't have to be this way — we can help.
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Connects Quarterly Webinar: Q2 2024
April 17th, 2024 | 1:00 p.m. Central
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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Crisis Medicaid Planning: What Everyone Needs to Know
April 25th, 2024 | 11:30 a.m. Central
Virtual
People with greater wealth often assume that Medicaid planning does not apply to their situation. However, families frequently underestimate future long-term care costs, and unforeseen medical needs may arise where a family member could benefit from Medicaid. By implementing crisis planning strategies, families can understand how to safeguard their assets within five years of a family member accessing Medicaid benefits.
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EVIDENCE-DRIVEN PLANNING™
May 1st, 2024 | 11:30 a.m. Central
Virtual
Discover how Buckingham minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.