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Aaron Levitt Oct 23, 2019
There’s just one problem – IMPACT is an invitation-only event and registration is subject to approval.
But luckily, you don’t have to worry about that and have a backdoor into the conference. MutualFunds.com’s team will be reporting daily coverage of the events, workshops and other valuable info presented at the conference. Reading our updates and analysis will place you right in the thick of the Schwab IMPACT 2019.
Some of the events and presenters this year include representatives from top industry names like BlackRock, Northern Trust, Morningstar and State Street Global Advisors. Superstar keynote speakers include names like Schwab’s Chief Investment Strategist Liz Ann Sonders and Presidential Historian and Author Jon Meacham.
And sessions include everything from building-out an RIA business, curating digital-first cultures and key practice management information as well as building-out global portfolios for risk controls. IMPACT has it all and offers a huge base of knowledge that advisors can put to work in their practice. It really truly is a must-see event for the financial planning community.
All in all, the Charles Schwab IMPACT Conference has continued to be one of the financial planning communities must-attend events. But thanks to its exclusivity, many advisors and financial planners are unable to attend. With Mitre’s coverage of the event, advisors can still get all the information they need and feel like they are right there in San Diego taking it all in in-person.
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