Key takeaways from Charles Schwab’s Impact Conference

Financial PlanningFinancial EducationTaxesRetirementRetirement Planning
Written By Ellen Morse

Recently I attended Charles Schwab's Impact Conference in San Francisco.

I had an amazing few days! I connected with fellow financial advisors, learned about cutting-edge topics like AI, fixed-income strategies, and Medicare planning, and was inspired by incredible keynote speakers.

Here are a few of my key takeaways:

  • The rise of AI is both exciting and daunting. Its rapid advancement underscores the critical need to stay informed and adapt. I'm committed to exploring how AI can enhance my practice and better serve my clients.

  • I'm passionate about helping clients achieve financial growth. It was validating to have my fixed income strategies affirmed by the experts at Charles Schwab, and our discussions sparked new ideas.

  • Medicare planning is crucial for anyone approaching retirement. The conference provided invaluable insights that I'm continuing to delve into, ensuring I can provide the best possible guidance to my clients.

    Reach out to me with questions.

Ellen Morse
Previous

The Heartwarming Benefits of Giving Back
Next

The Power of 5-Year Goals: Boost Confidence, Drive Success, and Achieve More