Yes! We recommend signing up in advance to get the most out of your on‑site experience.

Session sign‑ups open when Schedule Builder launches in the IMPACT event hub in late September. We’ll send an email as soon as it’s available.

Log in to the IMPACT event hub and access Schedule Builder once it opens. From there you can select the sessions that interest you.

Check back often—attendees update their schedules regularly, and spots may open.

Pro tip: Schedules can shift once the conference is underway, so availability often opens on the day of a session. Arrive five to 10 minutes early; if space allows, the standby queue will be admitted at the start.

Plenty! IMPACT features a wide range of relevant, timely content—there’s something for every advisor throughout the conference.

We’ll do our best to accommodate you if space is available when you arrive. For popular sessions, standby attendees may be admitted, so entry can’t be guaranteed if you’re late.

The IMPACT mobile app is your go-to source for real-time details, including session locations and your personalized schedule. We’ll notify you when it’s available to download before the event. On-site signage and friendly staff are also there to help.

The exact number of sessions will be finalized closer to the event, but attendees can expect to earn between seven and 10 hours of CE credit at IMPACT 2026.

IMPACT offers CE credit for the following accreditations:

• Certified Financial Planner™ (CFP^®)
• Investments & Wealth Institute (IWI) designations:
  • Certified Investment Management Analyst^® (CIMA^®)
  • Certified Private Wealth Advisor^® (CPWA^®)
  • Retirement Management Advisor^® (RMA^®)
• Continuing Professional Education (CPE) for CPAs

1. Indicate your credit type during registration.
CFP^® holders must include their board ID, and IWI designation holders must include their institute ID.

Registrations with missing or incomplete IDs cannot be processed. If you don’t know your ID, contact the appropriate organization:

• CFP Board: 800-487-1497
• Investments & Wealth Institute: 303-770-3377

2. Attend a session that offers credit.
You can filter for CE-eligible sessions in the IMPACT event hub. Be sure to arrive on time to meet minimum attendance requirements.

3. Confirm your participation.
To receive credit, you must:

• Be scanned into the session
• Stay for the full session
• Complete the end-of-session survey, including the attestation confirming you met the requirements

4. Receive your certificate.
If you meet all requirements, you’ll receive a CE certificate by email for each eligible session. Certificates are sent to the email address used during registration—be sure to save them.

5. Reporting your credit.

• CPE: Submit your certificate to your State Board of Accountancy.
• CFP^® and IWI: Schwab will report your attendance on your behalf. Keep your certificates for your records.

The IMPACT mobile app is a great way to track eligible sessions and stay up-to-date on CE details.

Attend eligible sessions and complete the participation steps outlined above. You’ll receive a CE certificate and may self-report to your accrediting organization.

Email us with any questions, including those related to administrative policies, complaints, self-reporting, or other designations.

Yes. You’re responsible for covering your costs for transportation to and from the event, as well as for your hotel accommodations.

Schwab negotiates discounted rates for IMPACT attendees each year with a variety of major hotels near that year’s convention center. Note that some hotels are not full service and may not offer all amenities, such as restaurants, pools, fitness centers, spa facilities, or business services.

Note: When hotel registration becomes available, do not call a hotel directly to book your reservation. Reserve your room through the IMPACT registration system.

Yes, through the IMPACT registration portal. To access the portal, you’ll need to use the same email address you used to register for the conference and your confirmation code. Select “Update your event registration” and follow the steps to book a hotel.

No. To obtain the discounted rate, you must book your room through the IMPACT registration system. As part of the registration process, you’ll be offered a range of hotel options based on room availability during your stay.

Yes. You need an American Express, MasterCard, or Visa to confirm your reservation at all IMPACT 2026 hotels.

Hotel options are based on room availability for the entire length of your stay. If you have questions, please email us.

Check-in time is 4:00 p.m.; checkout is between 11:00 a.m. and 12:00 p.m. Confirm the times for your specific hotel. Early check-in and late checkout requests should be submitted to the hotel directly and are granted based on room availability.

Yes. All conference hotels comply with the Americans with Disabilities Act. Specially equipped rooms are available on request.

IMPACT runs from Tuesday, October 27, at 2:00 p.m. ET through Thursday, October 29, at 10:00 p.m. ET. We recommend traveling to Boston on Monday, October 26, or early Tuesday, October 27, and leaving late on Thursday, October 29, or Friday, October 30.

IMPACT 2026 room rates are available for the event nights of October 27, 28, and 29, 2026. There is limited availability for rooms outside these nights. You can confirm nights outside the event dates during the online booking process, if available. If the nights you want aren’t available, you can submit a request to be added to a waitlist. We will check with our hotel partners for accommodations, and we will send an update if confirmed. If the desired nights aren’t available, our team will reach out with alternatives, if any.

IMPACT 2026 hotels require a cancellation notice of 72 hours prior to your scheduled arrival. Some hotels require a room deposit equal to the first night’s stay, plus tax, prior to arrival. If you don’t arrive or don’t cancel within the cancellation window, your credit card on file will be charged a penalty equivalent to one night’s stay, plus tax.

You’ll receive a confirmation email from the IMPACT registration system immediately after you book your room. Once you have registered for the conference and booked your hotel, you can manage your reservation via the IMPACT registration portal by selecting “Update your event registration.” After the hotel processes your reservations, around October 12, you will receive your hotel-issued confirmation number.

To access the portal, you’ll need the email address you used to register and the confirmation code you received.

The time zone in Boston during IMPACT is Eastern time (UTC-4).

This Boston Visitor Information Center website can help you plan activities in Boston outside the conference: Meet Boston.

Advance rate (April 16–May 27): $1,575
Early-bird rate (May 28–August 26): $1,675
Standard rate (August 27–October 26): $1,995
On-site rate: $2,300

Soon—but keep checking back! We keep adding valuable content all the way up to the event.

The group discount applies to all paying advisor and retirement plan provider attendees from the same firm who register before September 18.

No. So long as four or more registrations from the same firm are received by September 18, each registrant will get the $100 refund. You do not need to enter a registration code to receive the discount.

Note: Only paid full-conference registrations are eligible.

The $100-per-person refund will be processed after the September 18 cancellation deadline and will be refunded to the credit card on file.

Credit cards accepted are American Express, Diners Club, Discover, MasterCard, and Visa. Once payment is received, processing may take up to five business days.

Yes. The original registrant must notify the IMPACT registration team of the substitution via email to IMPACTevent@schwab.com. Additionally, our registration team must confirm that both individuals are from the same firm; the person replacing you cannot register until the substitution is approved. Substitutions can take five to 10 business days to process.

A refund will be given for conference cancellations made on or before September 18. Refund requests must be received prior to the cancellation deadline; cancellations completed after the September 18 deadline will not receive a refund. You can cancel by logging back into the IMPACT registration portal. Click “Update your event registration” and log in with the email address you used to register and the confirmation code you received. Once logged in, you can choose to cancel.

You can also send an email to IMPACTevent@schwab.com, and we will assist you.

IMPACT is an invitation-only industry conference. Anyone attempting to register whose email address is not recognized as preapproved will be asked to provide contact information. Their request to register will undergo an approval process, and they will be contacted with further information.

If you’re attempting to register with an email address that is not recognized, you will be asked to provide contact information. Your request to register will undergo an approval process, and you will be contacted with further information.

Tuesday, October 27: 9:00 a.m.–7:00 p.m.
Wednesday, October 28: 7:00 a.m.–6:30 p.m.
Thursday, October 29: 7:00 a.m.–5:30 p.m.

Yes. The registration fee includes all conference events, receptions, breakfasts, lunches, and breaks on main conference days.

Yes, upon request. Please send an email to IMPACTevent@schwab.com so that arrangements can be made.

No. Conference badges are nontransferable.

We’re glad you know someone who’s interested in our event! However, IMPACT is for invited participants only, and we’re unable to accommodate guests. We want to be sure our focus remains on leading our industry and empowering advisors to better serve their clients. As IMPACT and its attendance grow, we’re committed to giving advisors the best and most valuable experience possible.

The evening events are for invited participants only, and we’re unable to accommodate guests. All evening event participants must be 21 or older.

Please send an email to IMPACTevent@schwab.com.