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Topic

Buckingham Tackles Market Outperformance and Tax Day Questions

Description

Our next webcast will tackle two timely topics—a short but sweet conversation about the recent market performance of Buckingham’s foundational investment strategies; and a deeper dive into the considerations clients and investors may have as Tax Day quickly approaches. Depending on how quickly new tax legislation gets through Congress, we may also have some late-breaking analysis to share.

Join us as we host a conversation with Buckingham’s Chief Investment Officer Jared Kizer, CFA; Wealth Advisor Sue Stevens, CPA/PFS, CFP®, CFA®, CAP® and Chief Planning Officer Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS®.

We will also tackle the questions you submit during registration—or if the webcast raises some for you—there will also be an opportunity to submit questions via Zoom during the live conversation. The webcast will be recorded.

All are welcome - if you have friends/family/neighbors who are not currently clients but would benefit from this conversation, feel free to share the registration link.

Time

Mar 15, 2021 03:00 PM in Central Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Buckingham Wealth Partners.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Mar 15, 2021 03:00 PM Central Time (US and Canada) Topic: Buckingham Tackles Market Outperformance and Tax Day Questions Register in advance for this webinar: https://BuckinghamWealthPartners.zoom.us/webinar/register/WN_U_CphCppS52jxm8YW0U5Sg After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Jared Kizer, CFA (Chief Investment Officer ) Jared Kizer is Chief Investment Officer for Buckingham Wealth Partners, which is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. And while it sounds like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He also chairs the firm’s Investment Policy Committee, which evaluates findings from academic research and applies that learning to develop its investment strategy recommendations. Sue Stevens, CPA/PFS, CFP®, CFA®, CAP® (Wealth Advisor ) Sue earned an MBA from the Booth School of Business at the University of Chicago and she holds a master’s degree in wealth management from The College for Financial Planning. In addition, Sue is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Advisor in Philanthropy and a Chartered Financial Analyst charterholder. Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS® (Chief Planning Officer ) 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.

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