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ON LOCATION
Sept 29, 2024 | CFP E4 | Guest: Kevin Keller, CEO, CFP Board
Kevin sits down with Chuck to discuss the CFP Board’s inaugural CFP Connections conference.
Nov 13, 2024
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Nov 19, 2024 | Schwab Impact E10 | Guest: Michael Kitces
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Nov 19, 2024 | Schwab Impact E8 | Guest: Chris Reedy, Managing Director, Head of Business Development - Schwab Advisor Services
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