Category: Roundtable Exit Interview

Matt Wilson of Keen Wealth Advisors - Fiduciary Voices Roundtable #1: Exit Interview

4/24/2024

Hear insights and takeaways about this Fiduciary Voices Roundtable from Matt Wilson, CFP®, Chief Investment Officer of Keen Wealth Advisors.

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.

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.

Dan Seder, CFA, CMT®, CFP® of Blue Chip Partners - Fiduciary Voices Roundtable #1: Exit Interview

4/10/2024

Hear insights and takeaways about this Fiduciary Voices Roundtable from Dan Seder, CFA, CMT®, CFP®, Managing Partner 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.

James Bogart, CFP®, ChFC® of Bogart Wealth - Fiduciary Voices Roundtable #1: Exit Interview

4/3/2024

Hear insights and takeaways about this Fiduciary Voices Roundtable from James Bogart, CFP®, ChFC®, CEO and President of Bogart Wealth.

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.

We gathered together for a sumptuous meal the night before -- BBQ, of course, since it was Kansas City, after all -- enjoying light conversation and getting to know each other on a more personal level before meeting up the next day for our formal roundtable discussion.

Videos

Matt Wilson of Keen Wealth Advisors - Fiduciary Voices Roundtable #1: Exit Interview

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

Dan Seder, CFA, CMT®, CFP® of Blue Chip Partners - Fiduciary Voices Roundtable #1: Exit Interview

James Bogart, CFP®, ChFC® of Bogart Wealth - Fiduciary Voices Roundtable #1: Exit Interview

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