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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
Aug 04, 2026
On Location
Nov 5, 2025 | Schwab IMPACT (Denver) E7 | Guest: Ric Edelman, Founder, Digital Assets Council of Financial Professionals
Aug 04, 2026
On Location
Nov 5, 2025 | Schwab IMPACT (Denver) E6 | Guest: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Aug 04, 2026
On Location
Nov 5, 2025 | Schwab IMPACT (Denver) E5 | Guest: Sam Anderson, Chief Capital Officer, Dynasty Financial Partners
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