Acumen Attends Schwab Conference in San Francisco

🌟 We’re excited to share that five of our teammates had the opportunity to attend the Charles Schwab IMPACT Conference in San Fransisco for a week, where they delved into the latest trends and insights shaping the wealth management industry. 🌟

Chief Strategy Officer, Ashley Nichols, and Wealth Advisors, Julie Weddle, Katie Sanchez, Jennifer Morrison and Colby Kaluzniak, learned about enhancing our digital capabilities, understanding the nuances of financial psychology, and exploring advanced philanthropy and estate planning strategies.

We are eager to implement these insights and takeaways to better serve our clients!