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

  • 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.

  • June 4th, 2024 | 10:00 a.m. Eastern Time

    Virtual

    Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes

    Join Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys who will discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.

  • June 25th, 2024 | 11:30 a.m. Central

    Virtual

    3 Keys to Building the Right Portfolio for You

    In this session, Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio.

  • July 16th, 2024 | 1:00 p.m. Central

    Virtual

    Connects Quarterly Webinar: Q3 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.