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ON LOCATION
Sept 29, 2024 | CFP E3 | Guest: Sheena Gray, CEO, Association of African-American Financial Advisors (AAAA)
There are a lot of exciting initiatives at AAAA and Sheena took the time to share the highlights with Chuck.
Nov 13, 2024
More: On Location
Mar 25, 2025
On Location
Nov 19, 2024 | Schwab Impact E10 | Guest: Michael Kitces
Mar 25, 2025
On Location
Nov 19, 2024 | Schwab Impact E9 | Guest: Abby Salameh, Chief Growth Officer - RFG Advisory
Mar 25, 2025
On Location
Nov 19, 2024 | Schwab Impact E8 | Guest: Chris Reedy, Managing Director, Head of Business Development - Schwab Advisor Services
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