October 17th, 20236:00-7:30 p.m. Central
October 17th, 2023 | 6:00-7:30 p.m. Central
In-person
Youth & Money summer workshop - Ages 12-15 on June 14 copy
Event will be held in the VariSpace Southlake building:
1900 West Kirkwood Blvd.
Southlake, TX 76092
Did you know 95% of identity theft and cyber scams are successful because of human error?
Defending yourself from cybercriminals and fraudsters requires little knowledge of computers, software or apps. Instead, making small behavioral changes in your interaction with technology can have a big impact on safeguarding your private information.
Join Focus’s cybersecurity specialist, Jared Hoffman to learn:
- Non-technical and practical actions you can take to protect yourself, your family and the wealth you have accumulated
- How to recognize the tactics cybercriminals are using today and the simple, easy steps you can take to dramatically shrink your target size and reduce your odds of becoming a victim
- This is an excellent session to invite a senior parent to attend, or better yet attend with them. A question-and-answer session will follow.
You will find easy parking in front of the building. For directions or logistical questions, please contact Cher in our office via email at culrich@buckinghamgroup.com or by calling 817-410-8200.
Register Now
Featured Speakers
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Jared Hoffman
Managing Director, Strategic Initiatives
Jared is energized by the ever-changing challenges and opportunities he and his team face as they work to be a resource for departments throughout the organization. Jared helps advance the strategic plan by collaborating on internal and external technology rollouts, improving internal best practices through training and development opportunities, and acting as a resource for projects and initiatives of all sizes to improve the overall client experience.
Other Upcoming Events
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May 17th, 2023 | 5:30 – 7:30 p.m. Central
Retirement: Beyond the Financials
8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Fifth floor Education CenterWhile you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?
During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.
Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:
- Ten key elements of a fulfilling retirement
- A guide to creating a personalized retirement life plan
- Suggestions for initiating crucial conversations with those closest to you about retirement plans
- A framework for deciding when to retire
- How and why you may want to “practice retirement” while still working
As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Focus’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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September 24th, 2024 | 11:30 a.m. Central
Virtual
Social Security: 5 Things Every Married Couple Should Know
When planning for Social Security benefits, married couples have many choices to make. How do you determine who should claim what benefit when? And how do you plan for the amount you’ll ultimately receive?
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March 27th, 2025 | 11:30 a.m. CT
Virtual
What to Know About Inherited Retirement Accounts
Have you recently inherited an individual retirement account (IRA) and found yourself looking for financial guidance?
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April 10th, 2025 | 11:00 am. CT
Virtual
Achieving College Admissions Success: Shape Your Story
Is your child or grandchild preparing their college applications? Focus Partners Wealth Lifestyle Services and our college admissions provider Launch IV are here to support you and your family throughout the journey. Join us for an informative conversation about today’s ever-changing college admissions landscape and get up to speed on the most recent updates in the entrance process.
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April 24th, 2025 | 11:30 am CT
Virtual
Quarterly Perspectives: Tariffs, Inflation, and Market Trends
Wondering where the markets are headed and how it may affect your investments? Join our panel of senior investment strategists for an insightful discussion on key market trends—and what they could mean for your portfolio.