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.
Speakers
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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.
About this webinar
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!
FAQs
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Open webinars are free to everyone and premium webinars require payment by everyone except Full and Associate members.
No worries! We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.
Register for this webinar to become a GFPI Open member FREE for one year!
Complimentary membership expires one year after registration. Renewal is not automatic; please visit our Memberships page to continue your member benefits.
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