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ON LOCATION
Sept 29, 2024 | CFP E2 | Guest: Joel Bruckenstein, President, T3 Technology
Joel & Chuck talk about their shared passion for RIA Technology. In particular, Joel get into how RIAs can pick their tech stack, and, the pitfalls to avoid.
Nov 13, 2024
More: On Location
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners
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