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
More: On Location
Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group

Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group

Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital

Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital

Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST

Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST