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.

All Events

  • November 21st, 2024 | 11:30 a.m. Central

    Virtual

    Year-End Tax Planning to Maximize Your Savings

    Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.

    Event Details

  • December 11th, 2024 | 11:30 a.m. Central

    Virtual

    New Year, New Budget: Save Money While Living Your Best Life in 2025 

    In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success.

    Event Details