June 25th, 202411:30 a.m. Central

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

Virtual

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3 Keys to Building the Right Portfolio for You

Constructing an investment portfolio tailored to your specific needs and objectives can feel intimidating. Beyond choosing the right types of investments and understanding their risks, costs and tax implications, determining the best way to allocate the funds is a challenge without a clear understanding of your financial goals. In this session, Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio.

In this session, he will cover how your wealth advisor can help:

  • Harmonize your life and financial plan with your portfolio strategy.
  • Implement an investment philosophy based on evidence-driven principles and an understanding of the associated risks.
  • Build and manage a portfolio that effectively allocates your investments in the optimal accounts based on your overall financial planning needs.

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Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA

    Chief Planning Officer

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    Clients 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.

  • Don Rochleau, CFP®

    Director of Client Development

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    As the 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.

Other Upcoming Events

  • 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.