WealthPoint Goes West

Investing Lifestyle Retirement
A few weeks ago Brent and Josh traveled to San Diego for 5 days to attend the Schwab IMPACT conference, Schwab’s annual gathering for advisors. It’s a great place to continue our education, develop and share new ideas, explore new technology options, and stay up to date with everything happening in our industry.

Keynote speakers included Tim McGraw and Jon Meacham discussing the evolution of the United States and how music has played a role, Nicholas Burns speaking on the current political environment, Amy Webb giving us insight into the future and how to prepare for it, and Charles Schwab himself recounting how his company got to where it is today.

In addition to the keynotes, we attended education sessions to learn more about trends in U.S. and international stock markets, strategies for using debt while building wealth, changing views on retirement, and the investing preferences of different generations (Baby Boomers, Gen X, Millennials). We were also brought up to speed on cybersecurity issues, practice management and marketing, the future of the financial services industry, and new ways Schwab is evolving to help us better serve clients.

Trips like these are important because they help us constantly grow and improve the ways in which we help clients. We are always looking for opportunities to grow and learn. Of course, it doesn’t hurt when those opportunities also include beautiful San Diego weather and a little bit of golf before the conference!


Brent and Josh traveled to San Diego for Schwab’s IMPACT conference:


We stayed in the historic Gaslamp Quarter of the city. The weather and the sights were fantastic:


Torrey Pines, where we managed to squeeze in some golf. Decent views:

About the Author: Josh Bentz

Josh Bentz, CFP®, Wealth Advisor, helps clients organize and simplify their financial lives by providing comprehensive, personal financial planning. As a Wealth Advisor, Josh provides comprehensive financial planning for clients. He enjoys getting to know individuals and families so he can give specific, meaningful advice. He believes in being a fiduciary and doing what is in the best interest of clients.