Fiduciary Voices Roundtable in Kansas City at Keen Wealth with Blue Chip Partners and Bogart Wealth4/15/2024
The private dinner and half-day formal roundtable provided a platform for these thought leaders to exchange ideas, share best practices, and reflect on the evolving landscape of fiduciary responsibilities. The conversation delved into the core principles of acting in clients' best interests, emphasizing the ethical and legal obligations that guide fiduciary actions.
Co-founded by Katie Burke, CFP®, and Bridget Venus Grimes, CFP®, two visionaries with deep roots in the personal financial planning profession, Equita emerged from their shared experiences and a fervent desire to carve out a space where women could lead, innovate, and thrive.
For Keen that means making a positive impact on the lives of his firm’s clients, his family and team members and, ultimately, giving back to his community – both financially and through volunteering – and providing financial literacy and education to clients and the public. The founder and CEO of Keen Wealth Advisors, Bill Keen is a husband, father, grandfather, aircraft pilot, and Amazon best-selling book author1. Notably, Keen recently launched the second edition of his best-selling book (1), Keen on Retirement: Engineering the Second Half of Your Life.
35 years of changing lives the Buckingham Way: One person, one family, one business at a time10/1/2022
“I had been working for a large corporation and I decided to leave and become independent,” Mr. Buckingham said. “The ‘aha moment’ was the desire to move forward in a way that would allow me to satisfy my clients. I've always said that you don't work for an individual or a company, you work for the clients. That's true to this day.
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