Julie attend Charles Schwab‘s annual IMPACT conference in Philadelphia, PA where she was joined by other Harbour Advisors, including Tony Mennenga, Patrick Fosdick, Taylor Robson, Royce Kurtz, and James Tarp from Mennenga Tax & Financial. The conference was a whirlwind of activities featuring educational sessions that covered a wide array of topics, such as the financial markets, the global economy, compliance, and technology. Additionally, attendees had the privilege of hearing Schwab’s leadership team share their vision for the future.
With thousands of people in attendance, the conference provided ample opportunities for networking and exchanging ideas with fellow attendees. Schwab did an outstanding job of incorporating unforgettable experiences into the event. On the first evening, they hosted a territory dinner at the Franklin Institute. Julie also had the unique opportunity to go on a behind-the-scenes tour of the Philadelphia Eagles stadium, take a photo with Michael Phelps, and enjoy a final night block party with live music featuring John Mellencamp.
However, the most valuable aspect of the conference for Julie was the opportunity to connect with like-minded individuals, engage in idea sharing, and absorb valuable insights from a dynamic lineup of speakers.