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.

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  • Social Security Benefits: 5 Things Married Couples Should Know

    February 22nd, 2022 | 11:30 a.m. CST

    Virtual

    Social Security benefits are an important source of income for many couples. Unfortunately, the rules surrounding those benefits are incredibly complicated, making it difficult to determine who should claim what benefit when and how much the couple will actually receive.

    This workshop will aim to demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions by exploring five things married couples should know about benefits. Topics we will cover include:

    1. Why Social Security requires higher-earning couples to save more to maintain their lifestyle throughout retirement
    2. The basics of spousal benefits and what couples should consider
    3. Why the higher-earning spouse should generally plan with the second spouse’s lifespan in mind
    4. How working in retirement can affect a couple’s benefits
    5. Understanding the family maximum rule and how it can reduce certain benefits

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

    Don Rochleau, CFP®

    Event Details

  • Buckingham Connects Webinar: January 2023

    January 31st, 2023 | 3:00 p.m. Central

    Virtual

    Please join Buckingham Strategic Wealth President Wendy Hartman, CFP®, Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF and Chief Investment Officer Kevin Grogan, CFA, CFP® at the Buckingham Connects webinar on Tuesday, January 31.

    During this interactive session, they will share their perspectives on last year’s market performance, the outlook for investment strategies in 2023, and planning changes brought on by SECURE Act 2.0, among other insights.

    Our panel is looking forward to answering your most pressing questions live during the webinar. Join the conversation by registering today!

    Wendy Hartman, CFP®

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

    Kevin Grogan, CFA, CFP®

    Event Details

  • Buckingham Connects Webinar: January 2023

    January 31st, 2023 | 3:00 p.m. Central

    Virtual

    Please join Buckingham Strategic Wealth President Wendy Hartman, CFP®, Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF and Chief Investment Officer Kevin Grogan, CFA, CFP® at the Buckingham Connects webinar on Tuesday, January 31.

    During this interactive session, they will share their perspectives on last year’s market performance, the outlook for investment strategies in 2023, and planning changes brought on by SECURE Act 2.0, among other insights.

    Our panel is looking forward to answering your most pressing questions live during the webinar. Join the conversation by registering today!

    Wendy Hartman, CFP®

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

    Kevin Grogan, CFA, CFP®

    Event Details