Buckingham’s financial, tax and business services professionals are available to discuss market insights, investment or tax strategies and financial planning topics for your media outlet. If you’d like to speak with one of the financial professionals at Buckingham Advisors on these issues or any of the topics below, please contact Impact Communications and we’ll be happy to set up a time.
Here are just a few topics that might be of interest to you:
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:
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 Advisors is a proud annual sponsor of Operation Cherrybend’s September Retreat Week and Heroes Concert. This yearly event provides combat-wounded veterans with fellowship and activities including adventure, music, and community – right here in Ohio. The mission of Operation Cherrybend is to thank veterans for their courage, selflessness, and sacrifice to our country. This newly formed 501(c)(3) non-profit organization also hopes to educate the general public about the trials and challenges of wounded veterans, and veterans in general. The Veterans Administration says that as many as 20 American veterans commit suicide daily. Operation Cherrybend wants to see that number go down.
Operation Cherrybend hosted two fundraisers earlier this year:
Money from these fundraisers, sponsorships, and donations provide the capital for Operation Cherrybend’s Retreat Week, which will be held on September 8-12, 2021. There will also be a Heroes Concert on September 10, 2021.
Anyone interested in learning more about this important charity, registering to participate in the fundraisers, making a donation, or nominating a veteran, may visit www.operationcherrybend.org. Journalists who would like to cover the event are invited to request a press pass.
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.
If you would like to schedule an interview with the professionals at Buckingham Advisors, please contact Corrine Smith at: firstname.lastname@example.org.
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