June 30, 2024
Although the portfolio is undoubtedly a key piece of your clients’ overall financial plans, it doesn’t reside in isolation. Our philosophy and priority on planning is a key differentiator in a comprehensive and integrated approach to helping your clients reach their retirement and legacy goals.
Join our webinar to learn more about the future of financial planning. Chief Planning Officer Jeffrey Levine and Divisional Managers Ben Slater and Sean Brooks explore how Buckingham can help better equip you to confidently engage in client conversations. Reserve your seat HERE.
