CEO Briefing with Carrie Schwab-Pomerantz
Carrie Schwab-Pomerantz is a Certified Financial Planner with more than 30 years’ experience in the financial services industry. She is one of the nation’s leading advocates for financial literacy. As President of Charles Schwab Foundation, she is devoted to making investing more accessible to the American public, encouraging men and women from all walks of life to take charge of their financial lives.
In addition, she is Chairwoman of the Board of Schwab Charitable, one of the nation’s leading donor advised funds, and she serves on the National Board of Governors for the Boys & Girls Clubs of America.
Through her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice.
Continental Breakfast Served
Networking
7:30 - 8:00 am
Speaker
8:00 - 9:30 am
Seats are limited, please register today.