Upcoming Events

    Unleashing the Power of QuickBooks® Online, Level 2

    Tuesday, July 30, 2019 8:30am – 10:30am Buckingham Advisors Education Center 6728 Loop Rd Suite 304 Centerville, OH 45459 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. We will explore: · NEW […]

    Medical Marijuana and the Impact on Your Workplace

    Tuesday, July 23, 2019 5:30pm-7:00pm Buckingham Advisors Education Center 6728 Loop Rd Suite 304 Centerville, OH 45459 Have you thought about the new Medical Marijuana laws and how it will effect your workplace? As a Business Owner, Manager or HR professional, understanding these laws can be a nightmare. Buckingham Advisors and a guest speaker from […]

    Buckingham Business Connections

    The Buckingham Business Connections networking event has been temporarily postponed. Please check back as the website will be updated when the new date has been scheduled. Thank you!

    Past Events

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

    Recorded – Tuesday, June 4, 2019 Held at: Buckingham Advisors Education Center 6728 Loop Rd Suite 304 Centerville, OH 45459 Are you concerned about how to care for an aging parent or loved one? We can help answer your questions and guide you through those challenges. Topics include: What type of senior living community is […]

    Harnessing the Power of QuickBooks Online

    Held May 23, 2019 Everal Barn and Homestead 60 N. Cleveland Ave., Westerville, OH 43081 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 […]

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

    Recorded May 7, 2019 Recently, 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 […]

    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 […]

    Women’s Retirement Conversation Circle

    Held April 17, 2019 Hosted by Carrie Cook, CFP®, CRPC® Do you lay awake worrying about retirement? Join us for an open discussion on Social Security, Medicare, 401k/IRAs, and taxes in retirement. Carrie will share advice and facilitate a group discussion on how women can feel more confident with their retirement plans. Refreshments will be […]

    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? We will provide insight and discuss overall stock/bond allocations, equity weights allotted to large cap versus mid/small, domestic versus international, individual stock selection, strategic asset placement, minimizing tax […]

    Are you On The Right Path To Retirement?

    Held February 19, 2019 Nicole T. Strbich, CFP®, CPWA®, EA, Director of Financial Planning, 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 […]

    Women Wine & Wealth At Clothes That Work

    Presented by Carrie Cook Bray, CFP®, CRPC® Senior Wealth Manager Clothes That Work is a local non-profit that provides professional clothing, image counseling and training for job seekers. Bring along professional clothes you no longer wear and shop for new pieces in the CTW Boutique. Carrie will share highlights of Women Wine & Wealth over […]

    Year End Tax Considerations for Individuals and Small Business Owners

    November 13, 2018 Held on November 13, Buckingham discussed the importance of proper tax planning and how 2018 tax reform legislation may also affect year-end tax planning for both businesses and individuals. Not only did the tax rates and brackets change, but also treatment of some items of income, deduction and tax credits. If you […]

    Farming Operations Year-End Planning

    Held December 4, 2018 To download the event slides please Click HERE update regarding: • Tax Forecasting based on new tax law • Year-end purchasing and pre-paid expenses • Introduction to QuickBooks Online Click Here to Print PDF

    Women’s Retirement Conversation Circle

    Do you lay awake worrying about retirement? Join us for an open discussion on Social Security, Medicare, 401k/IRAs, and taxes in retirement. Carrie will share advice and facilitate a group discussion on how women can feel more confident with their retirement plans. Refreshments will be served.

    Luxe Dayton

    The Brightside Music & Event Venue 905 East Third Street Dayton, OH 45402 A Magnificent Luxe Shopping Experience That Gives Back Stop by The Brightside Music & Event Venue to shop local designers of handbags, jewelry, skincare, tie rings and men’s and women’s clothing. Grab a bite at the EAT food truck, a drink from […]

    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 Come learn how charitable planning fits into your overall financial plan.

    Women Wine & Wealth At Horse & Hare

    Presented by Carrie Cook Bray, CFP®, CRPC® Senior Wealth Manager Held At Horse & Hare 60 North Main Street Centerville, OH 45459 Amy & Kayleigh Pratt, mother and daughter, fulfilled a lifelong dream of owning a store together. Visit their historic downtown Centerville building to shop for home décor, unique jewelry and one-of-a-kind leather goods. […]

    Medicare Supplements Seminar

    Recorded September 25, 2018 Hosted by Janet C. Steinke, CFP® Senior Wealth Manager Medicare open enrollment is October 15, 2018 – December 7, 2018. Take advantage of this enrollment window by learning how to find the best plan for you.

    Exit Strategy Planning Seminar

    Selling a business is a one-time event for most business owners. There are many ways to get it wrong, but only a thoughtful, well planned strategy will help an owner get it right. Join us to learn more about the Exit Strategy Planning process!

    Essential Estate Documents

    Recorded August 28, 2018 Hosted by Buckingham Financial Group Featuring Carolyn L. Mueller of Mueller Law Group, LLC In honor of National Write-A-Will Month in August, Carolyn will talk about the legal documents that an individual/family should have. Joining Carolyn will be Ashlee Walton, CFP® from Buckingham Financial Group to further discuss the importance of […]

    Women Wine & Wealth At Bellbrook Chocolates

    Presented by Carrie Cook Bray, CFP®, CRPC® Senior Wealth Manager Held at Bellbrook Chocolates 101 East Alex Bell Rd Suite 144 Centerville, OH 45432 Join Laura Blose at Bellbrook Chocolates, a local family owned business since 1984. Come experience her Aunt Laura’s shortbread cookies or some delicious blends of light and dark chocolate. Carrie will […]

    Small Business Tune-Up

    Recorded May 22, 2018 Hosted by Elizabeth M. Esarey, CPA Director of Business Development Held at the Education Center 6856 Loop Rd. Dayton, OH 45459 Please join us for an evening packed with information for your business! We will be discussing: • Quickbooks • New tax law changes • Retirement Planning • Stay tuned! More […]

    Women Wine & Wealth At Agnes & Orson

    Presented by Carrie Cook Bray, CFP®, CRPC® Senior Wealth Manager Held at: Agnes & Orson 514 E 3rd St, Dayton, OH 45402 Sandy VanFleet recently purchased this gift and goods store in the downtown Dayton Cannery. Come shop for gift wares, stationery, cards, candles, and vintage goods. Carrie will give an overview of the new […]

    QuickBooks Online How-To

    Recorded May 22, 2018 Hosted by Buckingham Financial Group Featuring QuickBooks Certified ProAdvisor: Jessica A. Distel, CPA, MBA Senior Manager Buckingham Business Advisors

    Farming Operations: Impact from Tax Cuts & Jobs Act

    Held March 16, 2018 Please Join us for an update regarding: * Taxation to pass through entities including farming operations * Grain sales * Lending vs. leasing in 2018 w/ guest speaker Jeffery Hoak, Senior Financial Services Officer, Farm Credit Hosted by Buckingham Financial Group, Inc.

    Protecting Yourself from Identity Theft

    Download the handouts by Clicking HERE Recorded February 20 , 2018 Hosted by Bill Howard, Manager of IT Services Learn how to protect yourself from identity theft and hear about current fraud trends we are facing.

    Protecting Senior Investors

    Recorded March 15, 2018 Presented by Molly E. Keith, IACCP, Compliance & Operations Manager

    Investment Fundamentals

    Click HERE to download handout Recorded January 23, 2018 Presented by Neal G. Davis, CFA Senior Portfolio Manager & Research Analyst This session is 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!

    Medicare Supplements Seminar

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    Survival Guide to Retirement

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