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.
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