Upcoming Events

    The Year 2020 & the Impact of the Upcoming Election on Your Finances and Taxes.

    Wednesday October 28, 2020 11:30am – 12:30pm Join us for a panel discussion of the year 2020 so far, the upcoming election and the impacts on your investments, financial planning and taxes. We will discuss updates from this year, expectations for the months ahead, and questions we have received from clients. Topics will include: · […]

    Past Events and Webinars

    How to Start (and Continue) Financial Planning and Accumulating Wealth

    Date: Wednesday, July 1, 2020 It can be difficult to determine the best way to start financial planning and even harder figuring out how to adjust it as life gets more complex. In this webinar, Jessica DeBold, CFP®, EA, and Nicole Strbich CFP®, CPWA®, EA, discussed ideas and strategies to consider for individuals and families [...]

    NEW PPP Loan Guidelines Issued: What You Need To Know Webinar

    The following webinar was recorded on June 17, 2020 and addressed the Paycheck Protection Program (PPP) Flexibility Act that was signed into law on Friday, June 5, 2020. The goal of these changes were to help business owners add flexibility and freedom to spend the money provided under the PPP loan. We discussed these changes [...]

    Answers To Top Trending Investment Questions from Clients Webinar

    Filmed on May 27, 2020, two of our top portfolio managers hosted this webinar to address frequently asked questions from our clients. They discussed: • Why do we continue to hold on to stocks when the market goes down? • Do we have any concerns related to the massive increase in government debt? • Do [...]

    Small Business Part 3: Understanding Your PPP Loan and How To Maximize Forgiveness

    Filmed On May 20, 2020 Many small businesses have received their Paycheck Protection Program (PPP) loans, but continue to have questions regarding how the funds should be spent, how to record any PPP related transactions in their accounting software, and how to maximize forgiveness. On May 20, 2020, Jessica Distel, Director of Business Services, and [...]

    Small Business Part 2: Coping with Covid-19 – Q&A

    Recorded on: Tuesday, April 21, 2020 “Don’t be intimidated by what you don’t know” - Sara Blakely. On April 21, 2020, our Small Business Team discussed the programs and credits available for small business and their owners. They discussed: • Status of Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL) • Deferral of [...]

    Small Business Stimulus

    Updated April 8, 2020 This webinar was a unique experience to learn how small business owners could benefit from the new stimulus package signed on 4/2/2020 by President Trump. Jessica and her team answered questions from the webinar attendees as well. Speakers: Jessica A. Distel, CPA, MBA Director of Business Services Kristie R. Adams, CPA [...]

    Strategies for Your Investments in Turbulent Times

    Recorded April 7, 2020 Ryan Johnson, CFA, CFP® and Neal Davis, CFA hosted a webinar to discuss how your investment team manages portfolios in periods of market stress. They explained asset allocation, swaps, tax-loss harvesting, their changes in stock research, and more. Speakers: Ryan P. Johnson CFA, CFP® Director of Portfolio Management and Research Neal [...]

    Individuals Stimulus

    Recorded April 3, 2020 Nicole and the financial planning team discussed details from the new stimulus package signed on 4/3/2020 by President Trump. They also covered aspects that pertained to Individuals and answered questions submitted from the webinar attendees. Speakers: Nicole T. Strbich, CFP®, CPWA®, EA Director of Financial Planning Brad Griffith, CPA, CFP®, CRPC® [...]

    2019 Client Appreciation Event

    Recorded December 15, 2019 This year during the Client Appreciation event, our Chief Executive Office, Jay A. Buckingham, CFP ® and Chief Investment Strategist, Linda S. Parenti, provided attendees with an update in the economy and market. Please view the video to see the presentation recorded on December 5, 2019.

    Year End Tax Considerations for Individuals and Small Business Owners

    Recorded November 12, 2019 Presented by: Jessica A. Distel, CPA, MBA - Director of Business Services Brad Griffith, CPA, CFP®, CRPC® - Financial Planner Proper tax planning is critical for both businesses and individuals. During this session, we discused the latest information on the Tax Cuts and Jobs Act, year end planning tips, and implementation [...]

    Making Sense of Investing, One Fundamental at a Time

    Recorded October 15, 2019 Speaker: Brad T. Gregory Portfolio Manager & Research Analyst / Investment Operations Manager The Investment Fundamentals session was designed to deepen your understanding of the equity markets and provide insight into our investment process. Topics covered include:     · What is the “market” and what influences its movements     · Basics of individual [...]

    The Only Book You’ll Need for an Organized Estate (3-part seminar)

    Hosted by Tracy E. Travis, CES™ Estate and Trust Planner Cost $125.00 The Only Book You'll Ever Need for An Organized Estate is a detail rich program designed to assist you in providing clear information and direction to your loved ones and executor about steps that should be taken and how to best proceed in [...]

    Make Sure You Get the Most from Medicare

    Recorded August 27, 2019 Presented by Janet C. Steinke, CFP® - Senior Wealth Advisor Medicare Part D can be cery confusing. During this seminar on August 27, 2019, Janet addressed how to compare plans and save money, and reviewed Original Medicare, Medicare Advantage plans and prescription drug coverage. If you have questions after reviewing the [...]

    Unleashing the Power of QuickBooks® Online, Level 2

    Recorded July 30, 2019 Presented by Jessica A. Distel, CPA, MBA - Director of Business Services QuickBooks Online (QBO) is an amazing and versatile tool for business owners. Now that you’ve mastered the basics of QBO, this seminar is an intermediate level that will dive into functionality. In this video, we explored: · QBO Advanced [...]

    Medical Marijuana and the Impact on Your Workplace

    Recorded July 23, 2019 Presented by Ryan P Johnson CFA, CFP® - Director of Equity Research and Timothy M. McDermott, ARM, CPM, CWCC - Regional Business Consultant, Ohio Bureau of Workers' Compensation Have you thought about the new Medical Marijuana laws and how it can effect your workplace? As a Business Owner, Manager or HR [...]

    How to Care For Aging Parents and Loved Ones: Understanding Medical, Financial, and Legal Issues

    Recorded - June 4, 2019 Presented by Janet C. Steinke, CFP® - Senior Wealth Advisor and Tracy E. Travis, CES™ - Estate and Trust Planner Have you been concerned about how to care for an aging parent or loved one? During this seminar, we addressed your questions and helped guide you through those challenges. Topics [...]

    Blockchain: A Look Behind the Scenes – How it Affects You

    Recorded May 7, 2019 The professionals at Buckingham Advisors hosted a very informative and interesting seminar on Blockchain. If you were unable to join us for the live seminar, please view the recorded video featured above. The seminar featured a discussion on: What is the ultimate secret and mystery behind blockchain? The risks and benefits [...]

    Harnessing the Power of Quickbooks Online

    Recorded April 23, 2019 Presented by Jessica A. Distel, CPA, MBA Director of Business Services QuickBooks® Online (QBO) is an amazing and versatile tool for closely-held businesses. Whether you are brand new to QBO or already using the software, our mission is to help you understand how to streamline your accounting processes, improve accuracy, and [...]

    How We Build Portfolios: Putting The Puzzle Pieces Together

    Recorded March 26, 2019 Presented by: Ryan P. Johnson CFA, CFP® Director of Equity Research Have you ever been curious about how portfolios are constructed and managed? During this seminar, we provided insight and discussed overall stock/bond allocations, equity weights allotted to large cap versus mid/small, domestic versus international, individual stock selection, strategic asset placement, [...]

    Are you On The Right Path To Retirement?

    Recorded February 19, 2019 Presented by Nicole T. Strbich, CFP®, CPWA®, EA - Director of Financial Planning Nicole discussed how to stay on the right path to retirement using the right tools. Please view the recorded webinar to catch up on this great seminar! You don’t want to miss these tips!

    Internet Safety and Identity Protection Seminar

    January 22, 2019 Presented by Bill Howard Internet safety is just as important for adults as it is for children and teens. From privacy concerns to identity theft and cyberstalking, there are plenty of dangers on the web. Fortunately, a few smart moves and a dose of awareness will go a long way toward protecting [...]

    Year End Tax Considerations for Individuals and Small Business Owners

    Recorded November 13, 2018 Presented by Elizabeth M. Esarey, CPA - Manager of Business Tax and Accounting Department and Valerie L. Harman, CPA - Tax & Financial Planner

    Charitable Planning: Options with the New Tax Laws

    Recorded October 3, 2018 Featuring: Michelle L. Lovely - Vice President of Development, The Dayton Foundation Nicole T. Strbich, CFP®, EA - Director of Financial Planning, Buckingham Financial Group The Charitable Planning seminar discussed the different options available and how it could fit into your overall financial plan. In addition, different options available under the [...]

    Medicare Supplements Seminar

    Recorded September 25, 2018 Presented by Janet C. Steinke, CFP® Senior Wealth Manager

    Essential Estate Documents

    Recorded August 28, 2018 Presented by Buckingham Financial Group Featuring Carolyn L. Mueller of Mueller Law Group, LLC Presented by Ashlee D. Walton, CFP ® - Financial Planner and Carolyn L. Mueller - Mueller Law In honor of National Write-A-Will Month in August, Buckingham Financial hosted this seminar to discuss the legal documents that an [...]

    Protecting Senior Investors

    Recorded March 15, 2018 Presented by Molly E. Keith, IACCP, Compliance & Operations Manager Protecting Senior Investors was designed to inform seniors and their loved ones of the warning signs of financial abuse, scams and fraud. Over 13% of seniors fall victim to financial fraud yearly and our goal is to inform our clients and [...]

    Investment Fundamentals

    Click HERE to download handout Recorded January 23, 2018 Presented by Neal G. Davis, CFA Senior Portfolio Manager & Research Analyst This session was designed to deepen your understanding of the equity markets and provide insight into our investment process. Topics covered include valuation ratios, corporate actions, economic indicators, trading and more!