PLANADVISER - November/December 2017 - 43
The leaders
who've made
an impact.
Congratulations. It's an honor to recognize you
as one of this year's Schwab IMPACT Award®
winners. Thanks to firms like yours, more and more
investors are trusting independent advisors with
their money. We believe you represent the very
best of what it means to be an independent
financial advisor.
Best-in-Retirement Business IMPACT AwardTM
ABG Retirement Plan Services
Best-in-Business IMPACT AwardTM
Heritage Financial Services, LLC
Pacesetter IMPACT AwardTM
Gurtin Municipal Bond Management
Trailblazer IMPACT AwardTM
Mainstay Capital Management, LLC
Charles Schwab is proud to be the largest supporter of one of the fastest-growing segments in financial
services-independent financial advisors who are entrusted with over $4 trillion of their clients' wealth.
Learn more at impact.schwab.com/awards
The above advisory firms ( " Advisors™ " ) are not owned by or affiliated with Charles Schwab & Co., Inc. ( " Schwab " ), and
their personnel are not employees or agents of Schwab. To be eligible for an IMPACT Award, an advisor firm must use
Schwab or an affiliate to custody client assets. Advisor recommends/requires that its clients custody their accounts
managed by Advisor with Schwab. The IMPACT Award and this announcement are not a referral to, endorsement
or recommendation of, or testimonial for Advisor with respect to its investment advisory or other services. Each investor
must decide whether to hire any investment advisor and what authority to give it. Schwab does not supervise investment
advisors and takes no responsibility to monitor the services they provide. Schwab Advisor Services™ includes the custody,
trading, and support services of Schwab.
©2017 Charles Schwab & Co., Inc. ( " Schwab " ). All rights reserved. Member SIPC. TRG (1117-72UW) ADP99868-00 (11/17)
http://impact.schwab.com/awards
PLANADVISER - November/December 2017
Table of Contents for the Digital Edition of PLANADVISER - November/December 2017
The Next Step
2017 PLANADVISER National Conference
2017 Practice Benchmarking Survey
Aggressive Plan Design
Professional Groups
The Value of Fixed Income
PLANADVISER - November/December 2017 - C1
PLANADVISER - November/December 2017 - FC1
PLANADVISER - November/December 2017 - FC2
PLANADVISER - November/December 2017 - C2
PLANADVISER - November/December 2017 - 1
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PLANADVISER - November/December 2017 - 29
PLANADVISER - November/December 2017 - The Next Step
PLANADVISER - November/December 2017 - 31
PLANADVISER - November/December 2017 - 32
PLANADVISER - November/December 2017 - 33
PLANADVISER - November/December 2017 - 2017 PLANADVISER National Conference
PLANADVISER - November/December 2017 - 35
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PLANADVISER - November/December 2017 - 44
PLANADVISER - November/December 2017 - 45
PLANADVISER - November/December 2017 - 2017 Practice Benchmarking Survey
PLANADVISER - November/December 2017 - 47
PLANADVISER - November/December 2017 - 48
PLANADVISER - November/December 2017 - 49
PLANADVISER - November/December 2017 - 50
PLANADVISER - November/December 2017 - 51
PLANADVISER - November/December 2017 - 52
PLANADVISER - November/December 2017 - 53
PLANADVISER - November/December 2017 - Aggressive Plan Design
PLANADVISER - November/December 2017 - 55
PLANADVISER - November/December 2017 - 56
PLANADVISER - November/December 2017 - Professional Groups
PLANADVISER - November/December 2017 - 58
PLANADVISER - November/December 2017 - 59
PLANADVISER - November/December 2017 - The Value of Fixed Income
PLANADVISER - November/December 2017 - 61
PLANADVISER - November/December 2017 - 62
PLANADVISER - November/December 2017 - 63
PLANADVISER - November/December 2017 - 64
PLANADVISER - November/December 2017 - C3
PLANADVISER - November/December 2017 - C4
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