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Date: Wednesday, September 30, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Produced & Sponsored By: Schwab Advisor Services Why now? This upcoming webcast highlights five major trends that are propelling RIA firms forward. The webcast features successful RIA advisors who share how these major trends have helped them shape and grow their firms to benefit their clients and themselves. If you’re ready to carve your own path in the independent RIA model, register now for this webcast. Schwab Advisor Services representatives are always available to answer your questions about the opportunity within the independent RIA model. All conversations are completely confidential. Speakers: Becky Krieger, CFP, CPA | Managing Director, Client and Community Outreach & Shareholder | Accredited Investors Wealth Management ® Lawrence K. Miles | Principal | AdvicePeriod Richard Lofgren | Managing Director, Business Development, Southwest Division | Schwab Advisor Services
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. This is a sponsored feature developed by Charles Schwab and supported by ThinkAdvisor. ThinkAdvisor is not affiliated with The Charles Schwab Corporation. ©2020 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. (0520-0PGG) |
