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
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May 1st, 2024 | 11:30 a.m. Central
Virtual
Evidence-Driven Planning™
Discover how Buckingham minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.
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May 14th, 2024 | 11:30 a.m. Central
Virtual
7 Critical IRA Errors to Avoid
Every year, client missteps, professional errors and oversights by financial institutions result in millions of dollars of unnecessary client taxation. But that doesn’t have to happen. During this webinar, you’ll learn how to identify and avoid the most frequent and costly IRA mistakes. In addition, this webinar is eligible for 1.5 continuing education (CE) credits for those attending the live session.
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May 30th, 2024 | 11:30 a.m. Central
Virtual
What You Need to Know When Inheriting an IRA
In this session, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what IRA owners and their future beneficiaries should know when transferring accounts to heirs.