May 1st, 202411:30 a.m. Central
May 1st, 2024 | 11:30 a.m. Central
Virtual
Evidence-Driven Planning™
How can Evidence-Driven Planning™ benefit your portfolio and future wealth?
In this webinar, you will learn three scientifically-based planning methods Buckingham uses to minimize future taxes as part of our Evidence-Driven Planning™ process, including:
- Designing tax-efficient portfolios through asset location
- Managing tax brackets through Roth conversions during early retirement years
- Optimizing tax efficiency of charitable gifting strategies
Register Now
Featured Speakers
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Ken Rosenbaum, CPA, RLP®
Wealth Advisor
As a Registered Life Planner®, Ken applies a holistic approach to wealth management and an evidence-based investment philosophy to help clients make smarter financial decisions that will enhance their lives.
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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.
Other Upcoming Events
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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.