
“The Curious Learner: Creating an Open Canvas” with Wendy Hartman - Episode #02 of NAPFA Nation
Lebajoa Mådçhïld Thi
Description
<p class="MsoNormal"><span style= "font-size: 11.0pt; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> In Episode #02 of NAPFA Nation, we hear from</span> <a href= "https://buckinghamstrategicwealth.com/people/wendy-hartman" target="_blank" rel="noopener"><span style= "font-size: 11.0pt; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> Wendy Hartman, CFP®</span></a><span style= "font-size: 11.0pt; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">, President of Buckingham Strategic Wealth, a growing organization of advisors, financial specialists, and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of their approach is based on a pledge to act in the best interest of clients, including individuals, businesses, trusts, Non-Profit organizations, healthcare professionals, and retirement plans.</span></p> <p class="MsoNormal" style= "mso-margin-top-alt: auto; mso-margin-bottom-alt: auto;"> <span style= "font-size: 11.0pt; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> Hartman is responsible for providing strategic leadership, in conjunction with the Buckingham’s Board and other firm leaders. After decades of working as a wealth advisor, she is proud to lead the firm as they continue to safeguard their clients’ lives. Hartman has enduring passion for the industry and recognizes that NAPFA’s role in the financial planning profession is to be a relentless advocate for the Fee-Only community through consumer awareness, education, and partnerships. She joined NAPFA in 2017 and is enthusiastic about her new role as a NAPFA Board member (Chair Elect for the 2022-2023 term).</span></p> <p class="MsoNormal" style="background: white;"><strong style= "mso-bidi-font-weight: normal;"><span style=
Uploader
Episodes
“The Curious Learner: Creating an Open Canvas” with Wendy Hartman - Episode #02 of NAPFA Nation
Lebajoa Mådçhïld Thi