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ON LOCATION
Sept 18, 2024 | FPA E8 | Guest: Dan Galli, CFP®, President Elect, FPA National
Chuck catches up with the President Elect of FPA National, Dan Galli, CFP®. Together they talk about why conferences are paramount for advisors looking to go RIA
Oct 10, 2024
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Nov 5, 2025 | Schwab IMPACT (Denver) E7 | Guest: Ric Edelman, Founder, Digital Assets Council of Financial Professionals
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Nov 5, 2025 | Schwab IMPACT (Denver) E6 | Guest: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
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Nov 5, 2025 | Schwab IMPACT (Denver) E5 | Guest: Sam Anderson, Chief Capital Officer, Dynasty Financial Partners
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