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Q&A between Phil Auerbach and Sovereign's Principal, Chuck Failla, CFP

2020 goRIA Summit

Chuck Failla, CFP (Principal of Sovereign) was the host and moderator of the 2020 goRIA Summit. This Summit was a 1/2 day event held on Oct 21, 2020. Below are the various sessions from the day's event:

Opening Keynote: Greg Bruce, National Director, RIA & Custody Services at Raymond James.

Chuck's Q&A with InvestmentNews' Jeff Benjamin

Panel 1: What to consider before going RIA, or, joining an RIA

Panel 2: RIA Tech Talk

Panel 3: Investment and Insurance options optimized for RIAs: Fee Based Everything!

Closing Keynote: Jackie Wilke, First Trust