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.