Forecast 2019: Anticipating Change

holiday 2018

Please click below to watch video replays of our 21st Annual Holiday Breakfast Presentation, “Forecast 2019: Anticipating Change.”

Part 1 – Bill Keen

Listen to the Audio Presentation

Part 2 – Matt Wilson

Listen to the Audio Presentation

Part 3 – Matt and the Keen Wealth Team Have a Birthday Surprise for Bill …

Thank you to all of our clients, family, and friends who attended our 2018 Holiday Breakfast. If you didn’t have time to schedule an annual review of your financial plan during the hustle and bustle of the holidays, give us a call and set up an appointment so we can get going on making 2019 another positive and productive year.

Please share this page and the podcast with your friends and colleagues via Linkedin, Twitter and Facebook. You can use the share buttons. Thanks!

   

Got a question or comment? Email it to me and we’ll get back to you or call our office at (913) 624-1841. 

About Bill

Bill Keen: My team is looking forward to helping our clients work towards their financial goals in 2019.

Bill Keen is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and independent financial advisor with more than 25 years of industry experience. As the founder and CEO of Keen Wealth Advisors, a registered investment advisory firm, he specializes in providing personalized retirement planning designed to help people thrive before and during their retirement years. With a passion for educating others, Bill regularly blogs about retirement planning, hosts the podcast Keen on Retirement, and has contributed to U.S. News and World Report, Reuters, Wall Street Journal’s Market Watch, Yahoo Finance, and other publications. Based in Overland Park, Kansas, Bill and his team work with clients throughout the greater Kansas City area and across the nation. To learn more, connect with him on LinkedIn or visit www.keenwealthadvisors.com.

Keen Wealth Advisors is a Registered Investment Adviser. Nothing within this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Keen Wealth Advisors manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed here. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.  

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Complimentary
30 Minute
Strategy Session