Event 1: Real Strategies for Today’s Retirement—a Schwab Panel Discussion

Real Strategies for Today’s Retirement—a Schwab Panel Discussion

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 866-465-1347.

About This Event

A panel of Schwab’s planning, equity, and fixed income experts and specialists discuss the potential impact of today’s market environment on your portfolio, offer fresh perspectives that go beyond retirement planning basics, and share strategies on how to build a portfolio that can help you generate income when you retire.1

Moderated by Patrick Luby
Managing Director, Fixed Income Market Managers,
Charles Schwab & Co., Inc.

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With panel members:

James Murphy, CFP®
Managing Director, Portfolio Consulting, Schwab Private Client Investment Advisory,
Charles Schwab & Co., Inc.

John Wightkin, CFA
Director of Equity Research Applications, Schwab Equity Ratings®, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Robert Williams
Director of Income Planning, Schwab Center for Financial Research,
Charles Schwab & Co., Inc.

Read panel members’ bios

Event locations, dates, and times

Palo Alto Hills Golf & Country Club
3000 Alexis Dr.
Palo Alto, CA 94304
Tuesday, March 12, at 5:30 p.m.

Schwab Center
211 Main St.
San Francisco, CA 94105
Wednesday, March 13, at 5:30 p.m.

Walnut Creek Marriott
2355 N. Main St.
Walnut Creek, CA 94596
Thursday, March 14, at 11:30 a.m.

Event 2: Seeking Income Opportunities in a Low Rate Environment

Seeking Income Opportunities in a Low Rate Environment

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 866-465-1347.

About This Event

Schwab’s Fixed Income Specialists discuss potential risks and rewards of different ways to generate income from an investment portfolio in a low-interest-rate environment, including bonds, preferred securities, Real Estate Investment Trusts (REITs), and dividend-paying stocks.2

Presented by Steve Younes
Market Director, Fixed Income–Northern California Region,
Charles Schwab & Co., Inc.

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Close Steve Younes
Market Director, Fixed Income–Northern California Region,
Charles Schwab & Co., Inc.

As market director of fixed income overseeing the Northern California region, Steve educates Financial Consultants, clients, and prospective clients about fixed income investing and the resources available at Schwab.

Steve has been at Schwab since 1992 and has worked in the fixed income division for the past 17 years. He has been an active member of the fixed income management team for the past 10 years, most recently as the director of sales for the California region.

©2013 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC.

Event locations, dates, and times

Los Altos
240 Third St., Suite 100
Los Altos, CA 94022-3617
Tuesday, February 26, at 1:00 p.m.

Menlo Park
800 El Camino Real, Suite 100
Menlo Park, CA 94025-4875
Thursday, February 21, at 12:00 p.m.
Thursday, March 21, at 12:00 p.m.

Pleasanton
6200 Stoneridge Mall Rd.
Pleasanton, CA 94588-3242
Wednesday, March 13, at 12:00 p.m.

San Francisco–California Street
200 California St., Floor 1
San Francisco, CA 94111-4344
Friday, March 22, at 12:00 p.m.

San Francisco–Post Street
100 Post St.
San Francisco, CA 94108-4702
Wednesday, February 20, at 12:00 p.m.

San Francisco–Presidio Heights
3478 California St., Suite 100
San Francisco, CA 94118-1837
Wednesday, March 6, at 12:00 p.m.

San Francisco–West Portal
106 W. Portal Ave.
San Francisco, CA 94127-1306
Monday, March 4, at 12:00 p.m.

San Ramon
3223 Crow Canyon Rd., Suite 150
San Ramon, CA 94583-1332
Tuesday, March 12, at 12:00 p.m.

Sunnyvale
438 E. El Camino Real
Sunnyvale, CA 94087-1938
Wednesday, February 27, at 5:00 p.m.

Walnut Creek
1231 S. California Blvd.
Walnut Creek, CA 94596-5122
Tuesday, March 5, at 12:00 p.m.

Event 3: Why Everyone Needs an Estate Plan

Why Everyone Needs an Estate Plan

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 866-465-1347.

About This Event

Schwab’s trust and estate specialists share the fundamentals of estate planning and explain how building and maintaining a thoughtful plan can help you meet your current needs, reduce uncertainty about future distribution of assets, and make life easier for loved ones.3

Presented by:

Scott Simmons
Trust and Estate Specialist,
Charles Schwab & Co., Inc.

Timothy L. Kee, CFP®
Senior Financial Planner, Schwab Financial Planning,
Charles Schwab & Co., Inc.

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Scott Simmons
Trust and Estate Specialist, Charles Schwab & Co., Inc.

Scott has 15 years’ combined experience in the legal profession and the financial services industry focused on trust and estate planning, asset protection planning, business succession, and charitable giving strategies for high-net-worth clients.

Scott has a bachelor of business administration degree from Arkansas Tech University, a juris doctor degree from the University of Arkansas School of Law, and an LLM (master of laws) degree in taxation from the University of Denver.

Timothy L. Kee, CFP®
Senior Financial Planner, Schwab Financial Planning, Charles Schwab & Co., Inc.

Tim is a senior financial planner in Phoenix, Arizona. He holds securities registrations in all 50 states and the District of Columbia. Since joining Charles Schwab & Co., Inc. in 2000, Tim has served in several capacities. As a business development specialist, he assessed client and prospect needs and proposed suitable solutions. He also worked as a Financial Consultant in the Anaheim, California, Investor Center. His responsibilities included planning and investment guidance for clients with complex financial situations.

Tim served on active duty with the U.S. Army in Germany and completed his service in the Hawaii Army National Guard, achieving the rank of captain.

©2013 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC.

Event locations, dates, and times

Menlo Park
800 El Camino Real, Suite 100
Menlo Park, CA 94025-4875
Wednesday, March 27, at 11:30 a.m.

Schwab Center
211 Main St.
San Francisco, CA 94105
Tuesday, March 26, at 5:30 p.m.

Scott’s Restaurant
1333 N. California Blvd.
Walnut Creek, CA 94596
Thursday, March 28, at 5:30 p.m.

Event 4: Getting Retirement Ready

Getting Retirement Ready

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 866-465-1347.

About This Event

If you’re nearing retirement, this workshop can help you learn what it takes to plan a retirement that works for you. You’ll leave with tangible steps for creating a retirement budget, important information about Social Security, and smart portfolio management tips.

Event locations, dates, and times

Cupertino
19620 Stevens Creek Blvd., Suite 100
Cupertino, CA 95014-2486
Thursday, March 7, at 11:30 a.m.

Los Altos
240 Third St., Suite 100
Los Altos, CA 94022-3617
Tuesday, March 26, at 11:00 a.m.

Menlo Park
800 El Camino Real, Suite 100
Menlo Park, CA 94025-4875
Thursday, February 28, at 12:00 p.m.

Pleasanton
6200 Stoneridge Mall Rd.
Pleasanton, CA 94588-3242
Friday, March 1, at 12:00 p.m.

San Francisco–California Street
200 California St., Floor 1
San Francisco, CA 94111-4344
Friday, February 1, at 12:00 p.m.
Friday, February 15, at 12:00 p.m.
Friday, March 1, at 12:00 p.m.
Friday, March 15, at 12:00 p.m.
Friday, March 29, at 12:00 p.m.

San Francisco–Post Street
100 Post St.
San Francisco, CA 94108-4702
Wednesday, February 6, at 12:00 p.m.

San Francisco–Presidio Heights
3478 California St., Suite 100
San Francisco, CA 94118-1837
Wednesday, February 20, at 12:00 p.m.

San Francisco–West Portal
106 W. Portal Ave.
San Francisco, CA 94127-1306
Saturday, February 23, at 10:00 a.m.
Saturday, March 9, at 10:00 a.m.

San Ramon
3223 Crow Canyon Rd., Suite 150
San Ramon, CA 94583-1332
Tuesday, March 5, at 9:30 a.m.

Sunnyvale
438 E. El Camino Real
Sunnyvale, CA 94087-1938
Thursday, March 7, at 12:00 p.m.

Walnut Creek
1231 S. California Blvd.
Walnut Creek, CA 94596-5122
Wednesday, February 20, at 10:00 a.m.
Wednesday, March 13, at 10:00 a.m.

Event 5: Funding Your Paycheck in Retirement

Funding Your Paycheck in Retirement

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 866-465-1347.

About This Event

At this workshop you’ll learn how to help turn your hard-earned savings into income by creating and managing an income plan built for your retirement.

Event locations, dates, and times

Cupertino
19620 Stevens Creek Blvd., Suite 100
Cupertino, CA 95014-2486
Thursday, February 21, at 11:30 a.m.

Los Altos
240 Third St., Suite 100
Los Altos, CA 94022-3617
Tuesday, March 19, at 1:00 p.m.

Menlo Park
800 El Camino Real, Suite 100
Menlo Park, CA 94025-4875
Friday, March 8, at 12:00 p.m.

San Francisco–California Street
200 California St., Floor 1
San Francisco, CA 94111-4344
Friday, January 25, at 12:00 p.m.
Friday, February 8, at 12:00 p.m.
Friday, February 22, at 12:00 p.m.
Friday, March 8, at 12:00 p.m.

San Francisco–Post Street
100 Post St.
San Francisco, CA 94108-4702
Wednesday, March 6, at 12:00 p.m.

San Francisco–Presidio Heights
3478 California St., Suite 100
San Francisco, CA 94118-1837
Friday, March 8, at 12:00 p.m.

San Francisco–West Portal
106 W. Portal Ave.
San Francisco, CA 94127-1306
Thursday, March 21, at 6:00 p.m.

Walnut Creek
1231 S. California Blvd.
Walnut Creek, CA 94596-5122
Tuesday, February 5, at 10:00 a.m.
Tuesday, February 26, at 10:00 a.m.

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1. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

2. Fixed income investments are subject to various risks, including changes in interest rates, credit quality, market valuations, liquidity, prepayments, corporate events, tax ramifications, and other factors. Stock dividends are not guaranteed.

3. The presentation is general in nature and is not intended to be a substitute for specific, individualized tax or legal advice. Where specific advice is necessary or appropriate, Schwab recommends that you consult with a qualified tax advisor, CPA, or attorney.

Dates, times, locations, speakers, and other details subject to change.

The information presented in these events may reflect various viewpoints and opinions on the economy and the markets generally, and the views expressed during the presentations are those of the speakers only. The content presented is intended for informational purposes only. Schwab does not endorse or make a representation as to the accuracy, timeliness, or completeness of the information presented. You are responsible for your own decisions regarding the information presented and should consider your own situation or that of your clients carefully when making a decision about whether the products, services, and strategies discussed during these events meet your/their unique situation. Because the viewpoints and opinions may be based on different analytical methodologies and disciplines, from time to time certain of them may differ from each other. Additionally, Schwab and/or its affiliates may publish or otherwise express other viewpoints or opinions that may be different from certain of the viewpoints or opinions expressed in these materials. Please note that investment funds managed by Schwab and/or its affiliates may take positions that may be contrary to the information contained in these materials.

©2013 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.  CS18133-42 (0113-0145)  (03/13)