Charles Schwab

Grow. Compete. Succeed. Advantage 2008.

Advantage 2008 was a success! Thank you to all who attended. We were excited to host our annual industry event designed specifically for third party administrators and retirement advisors in beautiful San Francisco. Some of the most experienced leaders and well-known speakers in our industry came together to provide valuable insight to help our attendees compete in today’s retirement plan market. Advantage offered attendees access to relevant industry expertise, insight into regulatory trends that impact their business, and an opportunity to network with peers, exhibitors and our executive management team.

Cal Ripken Jr.

Special Guest Cal Ripken, Jr.

Keys to Success: A one-of-a-kind athlete and role model, Cal Ripken, Jr. will speak to our audience about loyalty and perseverance—qualities that lead to success in baseball, in business and in life.

Here’s what some attendees had to say about last year’s conference:

“I liked the program. It was very informative, done professionally, and I felt it was valuable to me personally and professionally.”

“Thanks for allowing us the chance to participate. This was a first class experience.”

“Great agenda, great speakers, wonderful networking opportunities.”

“I thought the content and information flow were excellent.”