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

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.