Buckingham Connects Quarterly Webinar: December 2023
December 13th, 2023 | 1:00 p.m. Central
Please join Buckingham Strategic Wealth President Wendy Hartman, Chief Planning Officer Jeffrey Levine, and Chief Investment Officer Kevin Grogan, at the Buckingham Connects webinar on Wednesday, December 13.
During this interactive session, they will share their perspectives on market performance, review the latest financial planning developments and discuss the outlook for 2024.
Our panel is looking forward to answering your most pressing questions live during the webinar. Join the conversation by registering today!
Wendy Hartman, CFP® | President, Buckingham Strategic Wealth
Wendy is responsible for providing strategic leadership to the firm by working with the board of directors and our advisory department leaders to oversee and implement goals and team plans to achieve our firm’s strategic priorities. She is charged to ensure the effective delivery of our overall client experience in conjunction with our advisor experience. Her leadership of the firm is not a responsibility she takes lightly. After decades of serving as a wealth advisor, she understands firsthand the power and reward of watching clients, their children and sometimes grandchildren meet their financial goals. She is proud to lead a firm that safeguards so many financial futures and allows clients to spend their time enjoying life and fulfilling their dreams that matter most.
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.
Kevin Grogan, CFA, CFP® | Chief Investment Officer
While it sounds like Kevin's job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He is a member of the firm’s Investment Policy Committee and helps lead the firm’s investment strategy, portfolio management and fixed income teams.
Don Rochleau, CFP® | 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.