November 12th, 20242:00 p.m. Central
November 12th, 2024 | 2:00 p.m. Central
Virtual
Connects Quarterly Webinar: Q4 2024
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.
Our panel includes Buckingham Strategic Wealth President Wendy Hartman, Chief Planning Officer Jeffrey Levine, and Chief Investment Officer Kevin Grogan. We’re looking forward to answering your most pressing questions live during the webinar. Join the conversation by registering today!
Register Now
Featured Speakers
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As president of Buckingham Strategic Wealth, Wendy Hartman 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.
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Kevin Grogan is Chief Investment Officer for Buckingham Wealth Partners, which is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. And while it sounds like his 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.
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Learn more about JeffClients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
Other Upcoming Events
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October 30th, 2024 | 11:30 a.m. Central
Virtual
The Corporate Transparency Act: What Business Owners Need to Know
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.