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Robert Steinberg, JD, CPA, CFP® of Blue Chip Partners - Fiduciary Voices Roundtable #1: Exit Interview

4/17/2024

 
Hear insights and takeaways about this Fiduciary Voices Roundtable from Robert Steinberg, JD, CPA, CFP®, Founder of Blue Chip Partners.

Hosted by Impact Communications and held at the Keen Wealth Advisors offices in beautiful Overland Park, Kansas, executives from Keen Wealth, Bogart Wealth, and Blue Chip Partners participated in this by-invitation-only special event. ​
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