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IMPACT 2024 Kicked-off Tuesday. Sure made attending Charles Schwab and Co's annual conference easy for us Bay Area advisors to attend. Certainly easier than last year's trip to Philadelphia. For more than 40 years, the Charles Schwab Corporation has been an advocate for individual investors and the financial professionals who serve them. In 1991 Schwab hosted its first annual National Financial Advisors Conference, later renamed IMPACT®. As usual, the event is insightful, educational, entertaining. Like I have experienced in recent years, Schwab assembled a lineup of sought-after speakers to offer fresh perspectives, innovative ideas, and fun for this year's IMPACT conference. IMPACT 2024 opened with welcoming remarks from the Schwab's CEO Tuesday to an enthusiastic audience of nearly 5,000 Registered Investment Advisors (RIAs) from all over the country. I met two advisor partners who run an advisory firm in Puerto Rico yesterday. The three-day event ends tonight.
IMPACT 2024 is especially impactful. So far in this year's conference, Schwab has introduced new innovative ways it supports advisors serve their clients. Truly impactful tools and resources are being introduced to us advisors that are available today and rolling out in early 2025. Discussions so far have covered a wide range of services, guidance and tools. Topics have varied from alternative investment strategies and techniques that can potentially generate portfolio income, protect positions and mitigate risk, to tax efficient charitable and estate planning, to impactful sessions on tools and techniques to protect against the misuse of AI and client account security through combating cyber crime. IMPACT 2024 has not only been impactful, it is also inspirational. Schwab continues to deliver new resources and applications for helping advisors improve their clients’ lives and their businesses.
John J. Gardner, CFP®, CPM®
3860 Blackhawk Rd, Ste. 160
Danville, Ca. 94506
888.985.PLAN (7526)
https://blackhawkwealthadvisors.com/
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