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ON LOCATION
Sept 18, 2024 | FPA E3 | Guest: Dr. Preston D. Cherry, CFP®, Founder + CEO of Concurrent
Chuck catches up with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, Founder + CEO of Concurrent. Together they unpack why and how advisors use AI.
Oct 10, 2024
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Sept 29, 2024 | CFP E3 | Guest: Sheena Gray, CEO, Association of African-American Financial Advisors (AAAA)
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