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Fiduciary Advisor Profiles for Consumer Education +
Fiduciary Voices RoundTable Event Summaries for Financial Professionals

Fiduciary Voices Roundtable in Kansas City at Keen Wealth with Blue Chip Partners and Bogart Wealth

4/15/2024

 
The inaugural Fiduciary Voices Roundtable, hosted by Impact Communications and Keen Wealth Advisors at their beautiful office space in Overland Park, Kansas (just south of the metropolitan Kansas City area), was a gathering of industry experts dedicated to exploring the essence of fiduciary responsibilities in the financial realm.
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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.

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    Bill Keen
    Blue Chip Partners
    Bogart Wealth
    Bridget Venus Grimes
    Buckingham Advisors
    Equita Financial Network
    Fiduciary Voices Roundtable
    Jay Buckingham
    Katie Burke
    Keen Wealth
    Linda Parenti
    Matt Wilson
    Mike Bisaro
    Nell Cordick
    StraightLine

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Fiduciary Voices © January 1, 2024 - All rights reserved by Impact Communications, Inc.
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