Keen On Retirement

Last week the Keen Wealth leadership team took a trip to Chicago for the Charles Schwab IMPACT® Conference. One of the biggest gatherings in the financial services industry, it is designed to educate attendees on new technologies, trends, and navigating hot-button issues. There were dozens of sessions, hundreds of vendors, and vast opportunities to learn. And Schwab put together an incredible lineup of speakers this year: former UK Prime Minister David Cameron, Washington insider (and Keen On Retirement podcast guest) Greg Valliere, Not Impossible Labs Founder and CEO Mick Ebeling, and best-selling author Michael Lewis (Moneyball, The Big Short), just to name a few. It’s inspiring to hear people who are at the top of their professions give their perspectives on big issues in business, politics, science, and culture. And it’s fun and a privilege to be surrounded by industry peers at invitation-only events like this and like the Barron’s Top Advisors Summit each year. But even more, I believe attendance is an i