News
Beyond Finances” with Buckingham Advisors scheduled
Free educational session will focus on non-financial aspects of retirement planning
DAYTON, Ohio, May 23, 2024–(BUSINESS WIRE)–Retirement planning goes beyond ensuring financial stability. It covers non-financial aspects essential to achieving a satisfactory and meaningful reform. To respond to this need for more comprehensive retirement planning, Buckingham Councilors will take place on June 6, 2024, hosting a retirement preparation session titled “A Meaningful Retirement: Beyond Finances.” Founded in 1987, Buckingham Advisors is an independent financial advisory firm that provides investment management, financial planning, tax and business services from the firm’s four offices in Ohio.
During this educational and fun session, participants will complete a series of exercises focused on non-financial retirement issues to help avoid common pitfalls and mistakes that people often face during their transition to retirement. The session is designed for individuals who are approaching retirement in the next two to three years or who have recently retired. The goal of the session is to help participants create a written plan that defines their professional identity in retirement, ensures their time is filled meaningfully, keeps them relevant and connected, and promotes physical and mental activity.
Approximately 65% of people do not include non-financial aspects in their retirement planning. According to a study by T. Rowe Price, while 74% of pre-retirees make financial plans for retirement, only 35% consider emotional and psychological preparation (Doctor on FIRE) (T. Rowe Price). This indicates a significant gap in holistic retirement planning, emphasizing the need to address factors such as lifestyle changes, social engagement and personal fulfillment in addition to financial security.
“Often, non-financial issues can be the most overlooked in retirement planning and can lead to initial frustration and disillusionment in retirement,” said session presenter Marla Chambers, CPA, CFP®, CPRC. “Neglecting the non-financial considerations of retirement can lead retirees to spend their early retirement years without the purpose they thought they would have.”
This free educational session is open to anyone interested in participating. There are in-person and virtual options available.
DETAILS AND HOW TO REGISTER
When: Thursday, June 6, 2024, 5:15 pm to 6:15 pm EDT
Theme: A meaningful retirement: beyond finances (virtual or in-person options)
Presenter: Marla R. Chambers, CPA, CFP®, CPRC
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No cost to participate
Recent and future journalists and retirees are welcome and encouraged to attend for free.
Registration and Location: Individuals can participate virtually or in person.
ABOUT THE PRESENTER
Marla Chambers, CPA, CFP®, CPRC, is a financial planner and retirement coach who helps individuals prepare for the financial and non-financial aspects of retirement. She guides retirees to make the most of their early retirement years, helping them define their identity, strengthen relationships and maintain physical and mental fitness, ensuring a full and active retirement.
ABOUT BUCKINGHAM CONSULTANTS
Ohio-based Buckingham Advisors is a unique team of professionals who work together to create professional and personal financial success for their clients. Buckingham professionals are fiduciaries, putting their clients’ needs ahead of their own. The company’s primary goal is to improve clients’ lives by providing clarity, simplicity and the professional expertise of Buckingham’s financial planners, investment professionals, tax strategists and accounting team. Buckingham specializes in aligning the solutions clients need to help them achieve the best financial and life outcomes possible. The office offers personal and business financial solutions, providing a team for all of its clients’ financial needs. A free initial consultation is available to potential clients (at no cost or obligation). For more information visit MyBuckingham.com.
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Contacts
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