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IMPACT®2026

Meet Us There

Oak Street Funding looks forward to meeting you at IMPACT®2026! IMPACT is the premier event for RIAs and independent recordkeepers who work with Schwab, with exceptional content, memorable experiences, and the latest from across the industry.

Event Location Icon Boston, MA

 

Event Details

Date:October 27th - 29th, 2026

Meet With Our Team

Rick-Event

Rick Dennen

Founder & CEO

Paul-Event

Paul Kainrath

Strategic Markets VP

Jay-Event

Jay Douglas

Strategic Markets VP

Matt-Event

Matt Kilway

Strategic Markets VP

Susie-Event

Susie McEuen

Consultant

Let's Connect

Please provide your contact information and we will reach out to you within 24 business hours.