|
Retirement planning goes beyond ensuring financial stability. It encompasses non-financial aspects essential for achieving a fulfilling and meaningful retirement. To address this need for more comprehensive retirement planning, Buckingham Advisors is on June 6, 2024 hosting a retirement readiness session titled, “A Meaningful Retirement: Beyond Finances.” Established in 1987, Buckingham Advisors is an independent financial advisory firm that provides investment management, financial planning, tax, and business services from the company’s four office locations across Ohio. Originally published on Business Wire on May 21, 2024. Read full article here. Buckingham Advisors is hosting a virtual event on the topic “AI & ChatGPT: The Mystery of What the Future Holds” on March 21, 2024 at 6:30 pm ET. Dr. Amy Fletcher, a specialist in science, technology, and environmental politics, will discuss the social impacts of technological disruption. Fletcher’s education includes a Ph.D. in Political Science and Public Policy, and a Masters Degree in Political Science and Government, both from the University of Georgia. She previously worked as a legislative assistant on technology issues in the United States Congress, and has spoken widely and been published on multiple topics. Originally published on Businesswire on March 5, 2024. Read full article here. Buckingham Advisors is helping investors and businesses prepare for transitional changes and new opportunities in 2024 with an educational video focused on financial planning, investments and tax. In the video, the Ohio-based independent financial advisory and business services firm outlines major financial events in 2023 and their impact, defines changes coming in 2024, and explains benefits and opportunities in the new year. “Helping clients transition from 2023 to 2024 requires a comprehensive understanding of all finance-related changes as well as global, national, and local trends,” said Jay Buckingham, CEO of Buckingham Advisors. “Sharing that knowledge with clients through our educational video and individual follow-up meetings is key to helping them become more comfortable with new financial requirements and potential adjustments in the new year.” Originally published on PR Newswire on December 20, 2023. Read full article here. Responding to increasing concerns by small and mid-size business owners on how to prepare for future uncertainties as they seek to navigate today’s murky economic environment, Buckingham Advisors, has launched a series of free educational and business-building videos to help small and mid-size businesses. This established consulting team specializes in providing investment management, financial planning, tax, and business services for small and mid-size businesses. Originally published on PR Newswire on October 24, 2023. Read full article here. Financial services companies and individuals are at risk of losing data with AI chatbots, and becoming victims of frauds and scams including email phishing, counterfeit text messages, and imposter calls. In response to these threats, Buckingham Advisors has identified 5 tips for helping financial services companies protect their data, their firms and their clients from these threats. Originally published on PR Newswire on August 15, 2023. Read full article here. |
ABOUT
Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team. Categories
All
|