At the beginning of November, Julie Nelles attended Charles Schwab‘s IMPACT Conference in Denver, Colorado.
Here’s what Julie had to say about the conference: “With nearly 5K in attendance it would have been easy to get lost in the size of the event, but there was always a familiar Schwab team member available and willing to talk about the future of Schwab and TD Ameritrade together. A lot of information was packed into the 3 day event. Highlights include getting a more detailed timeline leading up to TD assets transitioning to Schwab’s platform. Advisors that currently only work with TDA, will get access to Schwab platform at the end of Q2 2023 to begin exploring and learning all about Schwab Advisor Center. Existing Schwab advisors will see continued enhancements to Schwab Advisor Center leading up to the transition which is scheduled to be completed Labor Day weekend of 2023. Other notable session topics included personalized indexing, techniques to simplifying your day and trends in cyber crime. It was great to see and spend time with Harbour advisors from Mennenga Tax & Financial that were also in attendance at the conference.”