Educational & Marketing Event Support

  • Cooking Class & Presentation

  • Golf with a Pro & Presentation

  • Chris Schiffer Dinner Event: Taking Control of Your Financial Life

  • Chris Roger Virtual Whiskey Tasting: Tax Deferral Strategies for Real Estate

  • Topgolf Live in Boulder

  • Gretchen McLaughlin Dinner Event: Guiding You Through Volatile Markets

Resources: Event Management Services, Presentations Menu and Unique Event Ideas

As an extension of our partnership with Schwab, we offer in-house event planning expertise for seminars, webinars or appreciation and educational events for your clients. Our high-impact events leverage our experts to provide engaging perspectives on important financial planning topics. Contact our team to learn more.

Presentations for Financial Consultants

Estate Planning Webinar
Our team recently hosted a webinar for Schwab financial consultants: “Leaving a Legacy: The Fundamentals of Estate Planning.” Regional Vice President Simone Devenny, JD, and Andrew Hamil, JD, president of Wealth Enhancement Trust Services, presented an estate planning overview with actionable advice. View the webinar recording here.

Here are some related estate planning resources we hope you’ll find useful:

•       A two-page summary of the presentation
•       Powerpoint presentation: view the slides from the webinar
•       Estate Tax Navigator: handy guide showing federal and state estate and inheritance tax rates
•       Estate Plan Summary: sample estate plan offering key planning considerations
•       Sample Estate Flow Chart: illustration of how revocable trusts can be put into use
•       Case study showing how a silent trust fulfilled a client’s wishes for privacy and control
•       Case study about how trusts can be used to minimize estate taxes

SECURE Act 2.0
Chief Advisory Officer, Central Planning Brian Vnak explained key provisions of the SECURE Act 2.0. View the presentation here. In addition, here is a helpful summary of the wide-ranging new law.

Tax Liabilities and Political Risk
Our Roundtable™ Specialists provided valuable insights about the state of the economy and weighed in about the likelihood of a recession. You can view the slideshow from the presentation here.

Opportunities in a Bear Market
In response to 2022’s turbulent markets, this webinar helped advisors offer actionable suggestions to their clients. Click here to view the presentation from the webinar or view a series of helpful talking points here.

On-Demand Webinars

We offer a vast library of educational resources developed by our team of in-house experts, including a series of webinar recordings and financial planning seminars. Take a moment to browse through our Events & Webinars Library to find educational materials that might be useful for your clients.

Schwab Advisor Network® Support

Our team of dedicated business development professionals work actively in each of their local regions to support you and your clients. Reach out to see how they can help.