EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.
September 14 - September 17, 2026
Future Proof Festival
Event
Scott Leak, CFP®, CEPA®
Elise Rogers
Leslie Smith
Gaia Borgias, MBA
Seth Davis
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
October 27 - October 29, 2026
IMPACT® 2026
Event
James Fisher, JD
Scott Leak, CFP®, CEPA®
Elise Rogers
Gaia Borgias, MBA
Leslie Smith
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.
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