DAYTON, Ohio, October 19, 2021 (GLOBE NEWSWIRE) – Buckingham Advisors, a full-service financial services firm with four locations in Ohio, today announced that Brad Griffith, CPA, CFPÂ®, has been awarded his Advisor designation national social security (NSSAÂ®) certification from the National Social Security Association, LLC in Cincinnati, Ohio. The knowledge gained through the certification process will improve how Griffith, who is a member of Buckingham’s financial planning team, can advise clients on how best to maximize Social Security benefits and improve their financial security during their retirement years.
âWe believe it is important to invest in the continuing education of our advisors in order to broaden their knowledge of serving clients, as Brad Griffith did in becoming an NSSA Certified Advisor. Have a team of advisors who are well-trained in all important aspects of investing and financial planning is what allows us to align the solutions our clients need and help them achieve the best possible results. “
Jay Buckingham, CEO
The NSSA certificate program was created by Marc Kiner, CPA, and Jim Blair, a 35-year veteran of the Social Security Association. NSSA counselors are uniquely qualified to help the growing number of baby boomers for whom Social Security will provide a significant portion of their retirement income. 10,000 Baby Boomers Turn 65 Every Day in the United States, AARP and NSSA
âWe believe it is important to invest in the continuing education of our advisors in order to broaden their knowledge of serving clients, as Brad Griffith did by becoming an NSSA Certified Advisor,â said Jay Buckingham, CEO by Buckingham Advisors. “Having a team of well-trained advisors in all important aspects of investing and financial planning is what allows us to align the solutions our clients need and help them achieve the best results. possible. “
TWO-PART WORKSHOP: THE ONLY BOOK YOU NEED FOR AN ORGANIZED FIELD
Buckingham Advisors runs a two-part workshop to provide professional knowledge and guide participants through making a complete organizer.
During the two-part workshop, each participant will receive the âMy Real Estate Organizerâ. Designed to provide clear information and personal direction to loved ones and executors on what steps to take and how best to take care of a person’s affairs, the comprehensive workbook includes:
- A list of personal property
- Insurance policies and where to find important documents
- Funeral wishes
- A list of passwords
- How invoices are paid
- How to take care of animals etc.
Presenter: Estate and Trust Planner, Tracy E. Travis, CES â¢
Dates and times of the workshops:
Tuesday, October 26, 2021 from 4:00 p.m. to 5:00 p.m. ET
Tuesday, November 2, 2021 from 4:00 p.m. to 5:00 p.m. ET
Cost: $ 125 *
* Multigenerational registrations will benefit from a 20% discount.
* Journalists who wish to attend, live or virtually, will receive a press pass (inquire).
The in-person workshop will take place at the Buckingham Advisors Education Center. To attend in person or via a live webinar, the general public can click to register. Journalists should email [email protected] to request a press card.
ADDITIONAL RESOURCES AVAILABLE ON REQUEST
In addition to upcoming workshops, the Buckingham Video Library on the company’s website offers public access to recorded webinars on a range of topics. Buckingham’s professional team conduct extensive market and investment research and cover many personal and business planning topics in these videos. The scope of the videos includes such topics as: Essentials of Estate Planning, Special Purpose Acquisition Companies (SPAC) and Digital Currencies, Latest Relief Program, Information on PPP Loans, Grants and extensions to the American Rescue Plan Act, as well as current financial trends and updates.
Additionally, the company’s Insights blog provides timely information on business services, financial planning, investment management, tax, and technology.
ABOUT BUCKINGHAM ADVISORS
Buckingham Advisors, based in Ohio, is a unique team of professionals who work together to create professional and personal financial success for its clients. Buckingham professionals are trustees, putting the needs of their clients before their own. The primary focus of the company is to improve the lives of clients by providing clarity, simplicity and the professional expertise of Buckingham’s financial planners, investment professionals, tax strategists and the accounting team. Buckingham specializes in aligning the solutions clients need to help them achieve the best financial and life results possible. The firm offers personal and business financial solutions, providing a team for all of their clients’ financial needs. A free second opinion service is available to potential customers (at no cost or obligation). For more information, visit MyBuckingham.com.
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