davidclemansCS Profile Banner
David Clemans Profile
David Clemans

@davidclemansCS

Followers
71
Following
17
Media
176
Statuses
469

Senior Relationship Manager, Schwab Advisor Services Helping clients reach their business objectives. See disclosures in website link below.

Plano, TX
Joined June 2018
Don't wanna be here? Send us removal request.
@davidclemansCS
David Clemans
3 years
Your clients’ long-term-held real estate may be their most highly appreciated asset. Donating it to charity could help them achieve their charitable goals—and potentially a sizable tax deduction.
Tweet card summary image
wealthmanagement.com
A tax-smart approach to maximize your philanthropic impact.
0
0
0
@davidclemansCS
David Clemans
3 years
2021 remains a favorable environment for tax-smart, high-impact philanthropy for your charitably-inclined clients. Learn why now is a great time to give.
dafgiving360.org
0
0
0
@davidclemansCS
David Clemans
3 years
Is #cryptocurrency the next big thing in #charitablegiving? Hear Ryan Raffin and Eric Joranson’s take on crypto for a cause, including recent trends, considerations for crypto donors, and how charities could put these non-cash assets to use.
0
0
0
@davidclemansCS
David Clemans
3 years
For Laura and Royce their philanthropic life is making an immediate impact. Learn how they continue to pay it forward to help make the world a better place.
aboutschwab.com
See how one couple made a difference for an at-risk LGBTQ teen foster home.
0
0
0
@davidclemansCS
David Clemans
3 years
I always enjoy conversations on family philanthropy. This webcast discusses how charitable planning conversations can help you connect with your clients’ family members in a meaningful way: https://t.co/u0WsHRzYMx
0
0
0
@davidclemansCS
David Clemans
3 years
Get ready for a great get-together. IMPACT is live and in person again, and we want you to be part of this can’t-miss event. Registration is now open! Don’t wait—the early-bird rate ends Friday, September 2. https://t.co/Wt6RIJ2T94
0
0
0
@davidclemansCS
David Clemans
3 years
Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discuss the nature of recessions, what measures Schwab is watching, and why they matter when assessing where we stand. Learn more:
0
0
0
@davidclemansCS
David Clemans
3 years
Check out the 2022 Mid-Year Outlook: Fixed Income with Kathy Jones.
0
0
0
@davidclemansCS
David Clemans
4 years
CIO Dennis Howard shares his vision for Austin, and Charles Schwab's plan for continued growth in Texas with Austin Business Journal Managing Editor Will Anderson. https://t.co/gHhT5gZCYe
bizjournals.com
Dennis Howard oversees a multibillion-dollar tech budget for financial services giant Charles Schwab Corp. He's also at the forefront of guiding a major employer through difficult hiring challenges...
0
0
0
@davidclemansCS
David Clemans
4 years
Whether you plan to stay close to home or travel far away, a change of scenery is what makes summer special.
0
0
0
@davidclemansCS
David Clemans
4 years
Are you retiring and filing for Social Security? Actually, you don't have to do both at the same time. In fact, it will likely be better financially not to. Learn more. #AskCarrie.
0
0
0
@davidclemansCS
David Clemans
4 years
Did you know that a large portion of your gifts or estate is excluded from taxation? There are numerous ways to give assets tax free. Learn more here:
0
0
0
@davidclemansCS
David Clemans
4 years
For timely market commentary, insight, and discussions straight from our specialists, tune in to #SchwabLive.
0
0
0
@davidclemansCS
David Clemans
4 years
Big news for Schwab (and for me). So proud to be a part of a company rated Best Online Broker for all 10 years by Investor’s Business Daily.
investors.com
Start your investing plan for stocks, ETFs, and/or options on the right foot by choosing the best online broker to fit your needs and investing style.
0
0
0
@davidclemansCS
David Clemans
4 years
Does your firm have a tech stack that appeals to new advisors? Learn why recruiting efforts can be hindered by a less than appealing offering:
0
0
0
@davidclemansCS
David Clemans
4 years
Know a student interested in the financial industry? The application is now open for the 2022 RIA Talent Advantage® Student Scholarship is now open! Apply now:
Tweet card summary image
advisorservices.schwab.com
0
0
0
@davidclemansCS
David Clemans
4 years
Do you think happiness gives you a greater chance of success? Learn the answer plus more about optimism here:
0
0
0
@davidclemansCS
David Clemans
4 years
#ESGinvesting is driving more attention from investors looking to align their portfolios with their beliefs and values. Learn how you can help your clients make an impact. https://t.co/UQvxyY5Wsp
0
0
0
@davidclemansCS
David Clemans
4 years
A big congrats is in order for the team working on thematic stock lists! Itching to learn more about Schwab's thematic stock lists with over 40+ themes to choose from? Take a peek: https://t.co/OPXwUbMHdh
0
0
0
@davidclemansCS
David Clemans
4 years
Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, for a discussion about the latest economic data and indicators that could impact the investing landscape. https://t.co/C7J1wm5ado
0
0
0