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
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Nov 5, 2025 | Schwab IMPACT (Denver) E6 | Guest: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

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