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.

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  • Connects Quarterly Webinar: Q2 2024

    April 17th, 2024 | 1:00 p.m. Central

    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.

  • Crisis Medicaid Planning: What Everyone Needs to Know

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

    Virtual

    People with greater wealth often assume that Medicaid planning does not apply to their situation. However, families frequently underestimate future long-term care costs, and unforeseen medical needs may arise where a family member could benefit from Medicaid. By implementing crisis planning strategies, families can understand how to safeguard their assets within five years of a family member accessing Medicaid benefits.

  • Evidence-Driven Planning™

    May 1st, 2024 | 11:30 a.m. Central

    Virtual

    Discover how Buckingham minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.

  • 7 Critical IRA Errors to Avoid

    May 14th, 2024 | 11:30 a.m. Central

    Virtual

    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.