Here are just a few topics that might be of interest to you:
Following are two upcoming events:
Webinar: The Ins & Outs of Medicare
During this webinar hosted by Buckingham Advisors, Medicare expert, Josh Kinzel will discuss enrollment basics, penalties, all the options, supplemental policies, and considerations for changing plans during the upcoming open enrollment window: October 15 – December 7.
Discussion will include:
Webinar Date and Time:
Tuesday, October 5, 2021
1:00 pm - 2:00 pm ET
Journalists and the general public are invited to attend without any cost or obligation.
Two-Part Workshop: The Only Book You’ll Ever Need for an Organized Estate
Buckingham Advisors is hosting a two-part workshop to guide people through completing a comprehensive organizer and provide industry knowledge to have peace of mind for an organized estate.
During the two-part workshop, each participant will receive the "My Estate Organizer" that is meant to provide clear information and personal direction for loved ones and executors about steps that should be taken and how best to proceed in taking care of a person’s affairs. The comprehensive binder includes:
Presenter: Estate and Trust Planner, Tracy E. Travis, CES™
Workshop Dates and Times:
Tuesday, October 26, 2021 4:00 pm - 5:00 pm ET
Tuesday, November 2, 2021 4:00 pm - 5:00 pm ET
*Multi-generational registrations will receive a 20% discount.
*Journalists who wish to attend, live or virtually, will be granted a press pass (please inquire).
The in-person workshop will be held at the Buckingham Advisors Education Center.
To attend in-person or via live webinar the general public register using the button below.
Journalists should email CorrineSmith@ImpactCommunications.org to request a press pass.
If you are interested in attending one of Buckingham Advisors’ future webinars and/or accessing a webinar replay or viewing their blog, here are the corresponding links:
Other items of interest:
Buckingham Big Hearts
Buckingham Big Hearts is the in-house charitable giving committee of Buckingham Advisors. It was founded in 2019 by employees who wanted to provide group opportunities for philanthropic involvement with the communities in which they serve. Buckingham Big Hearts leads quarterly events that can involve donations, volunteer work, and other activities to support local businesses, individuals, and families. Quarterly events are open to employees, clients, and friends of Buckingham Advisors.
Please don’t hesitate to be in touch if I can provide more information or connect you with the right person at Buckingham Advisors.
If you would like to schedule an interview with the professionals at Buckingham Advisors, please contact Corrine Smith at: CorrineSmith@ImpactCommunications.org.
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