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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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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
Aug 04, 2026
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Nov 5, 2025 | Schwab IMPACT (Denver) E5 | Guest: Sam Anderson, Chief Capital Officer, Dynasty Financial Partners
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