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Schwab IMPACT® 2017: Sessions to Attend

A veteran conference-goer shares her top session picks

Sheryl Rowling


You’ve bought your tickets and booked your hotel for Schwab IMPACT® 2017 in Chicago. So how do you decide what sessions to attend?

I’ve been to Schwab IMPACT®  for at least the last 20 years, and I’m excited for this year’s sessions. As much as you’d like to, you won’t have time to attend every presentation. My advice is to think about what you’d like to accomplish and prioritize. To help get you started, here are the sessions that I’m most looking forward to:

Sessions to attend at Schwab IMPACT® 2017

  • Current Developments in Estate Planning (pre-conference) – With all of the uncertainty surrounding the estate tax, I’m hoping that this session will give me a road map on how to plan in changing times. It’s being taught by a Georgia State University College of Law professor.
  • Are We Really Worse Off? – Investors are increasingly making financial decisions based on their (or the media’s) interpretations of the numbers. So how do we as advisors better inform our clients to help them make the right decisions—and listen to us? With Morningstar leading this session, I’m sure to pick up on several good ideas. And for those not attending the conference, check out Steve Wendel’s recent blog post on this topic.
  • Performance Isn’t Everything: Harnessing Technology to Deliver Modern Advice – OK, full disclosure: I am presenting this session. But it will certainly provide you with many valuable tips for your practice. Technology doesn’t have to be your competition. You can embrace a few simple solutions to free up your time and provide superior client service.
  • Personalized Finance: Save More Tomorrow – This session seems to offer cutting-edge behavioral finance research from the UCLA Anderson School of Management. I’m intrigued to learn how to develop personalized financial plans by “marrying behavioral finance with digital tools,” according to the session description.
  • Using Social Influence to Turn Clients into Fans – A New York Times best-selling author and professor at the Wharton School at the University of Pennsylvania will be discussing how to increase your social influence with clients. I’d like to uncover at least a couple of ideas on how to use social influence to alter behavior and motivate action.
  • Social Security: Spouses, Widows & Divorcees – With the complexities of Social Security rules, this session is important and timely. It aims to answer Social Security benefit questions, especially in situations such as divorce, death, and remarriage.

Schwab IMPACT® 2017 promises to be content rich and busy. With ample preparation, you’ll be rewarded with a great experience and valuable learning. And I hope you’ll check out Morningstar’s booth adjacent to the Schwab Center.

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