Mindy Corporon, CEO, attended IMPACT, Schwab Institutional’s annual conference in Atlanta, GA on September 23 – 26, 2008. IMPACT, Schwab Institutional’s annual conference held exclusively for independent investment advisors, is the industry’s premier event.
World-class keynote speakers:
Ted Turner, Lou Dobbs, David McCullough, Madeline Albright and Liz Ann Sonders, Chief Investment Strategist for Charles Schwab & Co.
Educational sessions:
Managing Assets across the Generational Divide, Protecting Your Practice with Ongoing Compliance and Risk Management, Teach the Children Well…Helping America become financially fit and a wide array of other sessions kept Mindy running for two and a half days.
Networking opportunities:
Mindy met numerous advisors from a variety of different firms. Round table sessions were held each day at lunch to discuss “best practices” at our firms.
Industry exhibits:
There was an interesting golf exhibit that could have shown Mindy how well she swung the club. Note the words “could have”.
Two colleges were represented in the Industry Exhibits; Texas Tech University and Virginia Tech University. These Universities offer Financial Planning as a Bachelor of Arts degree in their undergraduate program. We are aware that Kansas State offers this program as well because our 2008 summer intern is in the KS State program.
We are hopeful to find other qualified interns from these universities in the future.
This information is provided for general information purposes only and should not be construed as investment, tax, or legal advice. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.