May 26, 2025 | FPA NorCal E6 | Guest: Mira Ma, Founder & Principal, Marim Wealth Planning

Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Mira Ma, Founder & Principal, Marim Wealth Planning to discuss: 👉 Breakaway Success Story!!!
  • Sep 29, 2025
More: On Location
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Oct 13, 2025 | CFP Connections (Chicago) E6 | Guest: Lisa Davis, Chief Program Officer, CFP Board

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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