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

Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Lisa Davis, Chief Program Officer, CFP Board to discuss: 👉 Diving into the CFP Board’s new survey about women & wealth!
  • May 25, 2026
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) E5 | Guest: April Rudin, CEO, The Rudin Group

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

Oct 13, 2025 | CFP Connections (Chicago) E4 | Guest: Dr. Preston Cherry, Founder & President, Concurrent Wealth Management

Oct 13, 2025 | CFP Connections (Chicago) E4 | Guest: Dr. Preston Cherry, Founder & President, Concurrent Wealth Management