FPA E2: James Lee, President, FPA National

Chuck and James talk about “Title Protection” and how that may help consumer discern “real planners” from “PINOs” (Planners In Name Only).
More: On Location
Oct 13, 2025 | CFP Connections (Chicago) E7 | Guest: Kevin Keller, CAE, CEO, CFP Board

Oct 13, 2025 | CFP Connections (Chicago) E7 | Guest: Kevin Keller, CAE, CEO, CFP Board

Oct 13, 2025 | CFP Connections (Chicago) E6 | Guest: Lisa Davis, Chief Program Officer, CFP Board

Oct 13, 2025 | CFP Connections (Chicago) E6 | Guest: Lisa Davis, Chief Program Officer, CFP Board

Oct 13, 2025 | CFP Connections (Chicago) E5 | Guest: April Rudin, CEO, The Rudin Group

Oct 13, 2025 | CFP Connections (Chicago) E5 | Guest: April Rudin, CEO, The Rudin Group