Senior Relationship Manager, Schwab Advisor Services
Helping clients reach their business objectives. See disclosures in website link below.aboutschwab.com/social-media-a… Plano, TXJoined June 2018
Your clients’ long-term-held real estate may be their most highly appreciated asset. Donating it to charity could help them achieve their charitable goals—and potentially a sizable tax deduction. hearsay.social/3bTIb4C
2021 remains a favorable environment for tax-smart, high-impact philanthropy for your charitably-inclined clients. Learn why now is a great time to give. hearsay.social/3SJZKVn
Is #cryptocurrency the next big thing in #charitablegiving? Hear Ryan Raffin and Eric Joranson’s take on crypto for a cause, including recent trends, considerations for crypto donors, and how charities could put these non-cash assets to use. hearsay.social/3JIyAdB
For Laura and Royce their philanthropic life is making an immediate impact. Learn how they continue to pay it forward to help make the world a better place. hearsay.social/3BXT2Fc
I always enjoy conversations on family philanthropy. This webcast discusses how charitable planning conversations can help you connect with your clients’ family members in a meaningful way: event.on24.com/wcc/r/3697617/…
Get ready for a great get-together. IMPACT is live and in person again, and we want you to be part of this can’t-miss event. Registration is now open! Don’t wait—the early-bird rate ends Friday, September 2. impact.schwab.com
Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discuss the nature of recessions, what measures Schwab is watching, and why they matter when assessing where we stand. Learn more: schwab.com/learn/story/re…
CIO Dennis Howard shares his vision for Austin, and Charles Schwab's plan for continued growth in Texas with Austin Business Journal Managing Editor Will Anderson.
hearsay.social/3ufzMOS
Are you retiring and filing for Social Security? Actually, you don't have to do both at the same time. In fact, it will likely be better financially not to. Learn more. #AskCarrie. hearsay.social/3PJhPl1
Did you know that a large portion of your gifts or estate is excluded from taxation? There are numerous ways to give assets tax free. Learn more here: hearsay.social/3wOXofa
Big news for Schwab (and for me). So proud to be a part of a company rated Best Online Broker for all 10 years by Investor’s Business Daily. investors.com/best-online-br…
Does your firm have a tech stack that appeals to new advisors? Learn why recruiting efforts can be hindered by a less than appealing offering: advisorservices.schwab.com/insights-hub/p…
Know a student interested in the financial industry? The application is now open for the 2022 RIA Talent Advantage® Student Scholarship is now open! Apply now: advisorservices.schwab.com/riata-student-…
A big congrats is in order for the team working on thematic stock lists! Itching to learn more about Schwab's thematic stock lists with over 40+ themes to choose from? Take a peek: schwab.com/thematic-inves…
Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, for a discussion about the latest economic data and indicators that could impact the investing landscape. Schwab.com/Live
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