Category: Saving for Retirement

My Library at Home: Money Smart: Certainty in Uncertain Times

This is a virtual class offered through the St. Charles City-County Library.  “Certainty in Uncertain Times” A Behavioral Bias presentation with Don Rochleau, Director of Client Development at Buckingham Strategic Wealth.We’ll talk through the five main biases that keep individual investors from maximizing outcomes and ways to improve behaviors to minimize mistakes. Here are the […]

My Library at Home:Money Smart- Tax Strategies in a Volatile Climate

This is a virtual event offered through the St. Charles City-County Library.  In this Webinar we will discuss the importance of long-term tax planning and the benefits that it can provide you and your family. We are in a current economic climate that creates an opportune time to execute long-term, multi-generational tax saving strategies. This […]

My Library at Home:”Your Complete Guide to a Successful & Secure Retirement”

This is a virtual class offered through the St. Charles City-County Library.  Larry Swedroe and Kevin Grogan of Buckingham Strategic Wealth, have co-authored “Your Complete Guide to a Successful & Secure Retirement”, about planning to achieve the retirement life of your dreams, especially during COVID-19.Larry and Kevin with the moderator, Amanda Merrill, will discuss their […]

Financial Empowerment Workshop

Don’t let social distancing stop you from building your economic legacy. Join us online for the virtual Financial Empowerment Workshop on Saturday, April 4th for the financial power hour. Invest in yourself and your future. Learn how good credit, insurance, retirement, and estate planning  are key to building your economic legacy. Register today to receive the […]