Is Covering the Charles Schwab IMPACT 2019 Conference

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News Is Covering the Charles Schwab IMPACT 2019 Conference

Aaron Levitt Oct 23, 2019

These days, it seems like every other month there’s a new conference or event catering to financial advisors and other investment professionals – the number is in the hundreds. And while there are plenty of impactful events, only a few qualify as a “must-attend” in the financial community. This includes Charles Schwab’s series of IMPACT Conferences.
This year represents the 28th occurrence of Charles Schwab IMPACT. It’s easy to see why the conference has been going on for so long. The caliber of keynote speakers, workshops and panels/debates is unprecedented. Past speakers have included Fed Chair Janet Yellen and financial planner extraordinaire Michael Kitces. The knowledge base presented at IMPACT truly can change the nature of your planning business and produce actionable results for your clients.

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.’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.

A World-Class Event

The reasons to pay attention to our coverage are plentiful. From November 4 to 7, more than 5,000 attendees will converge in San Diego, California. This represents one of the largest conferences dedicated to financial planning and investment management. And Schwab keeps them busy, with more than 60 education sessions, a handful of carefully selected keynote speeches and hundreds of exhibitors offering the latest in investment vehicles, fintech solutions and financial planning technologies in “The Exchange” exhibition hall.

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.’s Coverage

And we’ll be right there at the conference providing you with the best bits and pieces. Each day’s events and presentations at IMPACT 2019 will be brought to you through a daily column highlighting many of the sessions as well as an analysis of the information presented. We’ll take a look at the day’s various Q&A pieces, panels and highlight important themes from the event. Our daily column and updates will be the next-best thing to actually attending Schwab IMPACT 2019. On top of that, we will do a post-event analysis to discuss the key learnings from the event.

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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