WEBINAR RECORDING

GFP - Charles Schwab: 2026 Update

The Global Financial Planning Institute invites you to join a Zoom webinar featuring Jennifer Pappas, Director of Client and Advisor Risk Solutions at Charles Schwab.

The Global Financial Planning Institute invites you to join a Zoom webinar featuring Jennifer Pappas, Director of Client and Advisor Risk Solutions at Charles Schwab.

Topics may include:

  • An overview of Schwab's International Offer
  • Recent enhancements
  • Future roadmap
  • Compliance considerations for RIAs working with clients in foreign countries

We hope you can join us!

Presenters

Jennifer Pappas
Charles Schwab
Director Client and Advisor Risk Solutions
View bio

Jennifer Pappas is the Director of Client and Advisor Risk Solutions at Schwab Advisor Services. Prior to joining Schwab, she held several roles at an RIA based in New York City, including Chief Operating Officer, Chief Compliance Officer, and Vice President of Client Relations. Ms. Pappas holds a bachelor’s degree in political economy from Tulane University and a Master of Business Administration degree from the Leonard N. Stern School of Business at New York University.

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Originally recorded on
August 18, 2026

GFP - Charles Schwab: 2026 Update

The Global Financial Planning Institute invites you to join a Zoom webinar featuring Jennifer Pappas, Director of Client and Advisor Risk Solutions at Charles Schwab.

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