All Events

We’re co-hosting a webinar with AdvisorHub focused on one of an advisor’s most important assets: the business itself. Scott Leak and Mike McKennon will discuss five drivers of long-term business value and how valuation and benchmarking can help owners measure progress and make stronger decisions over time. The session also offers 1 hour of CE credit for select Investments & Wealth Institute® certifications and 1 CFP CE Credit.

As businesses grow or come together, the real test is not momentum alone, but whether the organization is built to scale with consistency, accountability, and long-term strength. In this webinar on May 20 at 10 a.m. PT, FP Transitions’ Scott Leak, CFP®, CEPA®, and Aaron Wells, CVA, join Charesse Spiller, Founder and CEO of Level Best, to explore where operational friction tends to surface first, how stronger process alignment and accountability can improve profitability and leadership capacity, and why a more consistent client experience is essential to building a more durable, valuable business.

EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.

Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.

IMPACT® 2026 is the premier event for Schwab RIAs and independent recordkeepers—featuring keynotes, education sessions, and opportunities to connect with peers and industry partners.