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Fiduciary Profiles

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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Keen on retirement? Here’s how to engineer the second half of your life.

2/2/2024

 
Fiduciary financial advisory firm, Keen Wealth Advisors, helps people make the transition from working to retirement with the freedom, flexibility, and resources to realize their vision and achieve their retirement dreams.

​Fiduciary financial advisor and Kansas City based entrepreneur and philanthropist Bill Keen firmly believes he was called to make strategic investments in life.​
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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.

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