Nov 3, 2025 | The FPA National Conference (Las Vegas) E5 | Guest: Farah Baxter, Co-founder and COO, Soalma Partners

Name: Nov 3, 2025 | The FPA National Conference (Las Vegas) E5 | Guest: Farah Baxter, Co-founder and COO, Soalma Partners
Uploaded: 2026-07-10T14:00:00Z
Description: Chuck’s recording LIVE at The FPA National Conference in Vegas. In this segment, Chuck catches up with Farah Baxter, Co-founder and COO, Soalma to discuss: 👉 How can advisors leverage “Legacy Planning” to improve their client offerings.

Chuck’s recording LIVE at The FPA National Conference in Vegas. In this segment, Chuck catches up with Farah Baxter, Co-founder and COO, Soalma to discuss: 👉 How can advisors leverage “Legacy Planning” to improve their client offerings.