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ON LOCATION
Sept 29, 2024 | CFP E1 | Guest: Liz Miller, Chair-Elect, CFP Board
Liz shares with Chuck what’s new at the CFP Board – in particular with regards to engaging NextGen CFPs.
Nov 13, 2024
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Jun 29, 2026
On Location
Oct 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth
Jun 29, 2026
On Location
Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial
Jun 29, 2026
On Location
Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners
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