5 Steps to Creating a Less Taxing Retirement

March 28th, 2024 | 11:30 a.m. Central

Virtual

Retirement should be a much-anticipated milestone that fills people with excitement. However, the complexities and unknowns surrounding retirement can often lead to uncertainty, even for those who have diligently saved and planned for their retirement years. Fortunately, it doesn't have to be this way — we can help.

In this interactive webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will share five strategies to empower those preparing for retirement.

In this session, he’ll cover how to:

  • Minimize income tax
  • Maximize Social Security benefits
  • Safeguard portfolios from risk
  • Protect your family’s finances
  • Make your wishes known in the case of incapacity or death
  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA  |  Chief Planning Officer

    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

  • Don Rochleau, CFP®  |  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.

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