Join Elevate Wealth Advisory for our December Webinar: Financial Year in Review
Date and Time
Tuesday Dec 12, 2023
10:00 AM - 11:00 AM EST
Website
Contact Information
Betsy Kenyon
Send Email
Join Elevate Wealth Advisory for our ...
Description
Join the team of wealth advisers at Elevate Wealth Advisory team as they chat with financial industry experts from Buckingham Strategic Partners for a review of 2023, the markets, and their impact on your portfolio. If you have specific questions you would like answered, email them ahead of time to marketing@elevate-wealth.com.Register in advance for this webinar:About our guest speakers:Brian Haywood, investment strategy advisor at Buckingham Strategic Partners, takes pride that in an industry where decisions are often driven by commissions and not conscience, he and his team spend their time customizing portfolios on behalf of Buckingham Strategic Wealth clients, upholding their fiduciary responsibility by doing what’s in the best interest of each client. Brian is also a member of the firm’s Investment Policy Committee, lending his insight on the firm’s overall investment strategy. Prior to joining Buckingham, Brian was a retail sales assistant for UMB Brokerage Services, Inc.Brian holds a bachelor’s degree from St. Louis University. A passionate supporter of the Gateway Area Chapter of the National Multiple Sclerosis Society, Brian is a seven-time participant in the organization’s Bike MS event, a long-distance cycling event that has raised more than $1 billion dollars for the organization since 1980.Brian and his wife, Rachel, live with their daughter, Ella, in Affton, Missouri.Mike Ozburn, CFP, is a divisional manager for Buckingham Strategic Partners. There, he serves as a Wealth Management Firm’s central point of contact for growing their organization's relationship with Buckingham Strategic Partners. He serves as a business consultant and is committed to helping competent, trusting, and knowledgeable Wealth Management Firms deliver an exceptional client experience. He leverages the experienced team members of Buckingham Strategic Partners to provide each firm with a dedicated partnership of support, education, coaching, and guidance on the core areas of a firm's business.
