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ON LOCATION
Sept 29, 2024 | CFP E5 | Guest: Michael Kitces
Does having a “CFP” lead to higher compensation? Chuck unpacks that exact topic with Michael Kitces.
Nov 13, 2024
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Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
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Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners
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