• Event 1Real Strategies for Today’s Retirement—a Schwab Panel Discussion
  • Event 2Seeking Income Opportunities in a Low Rate Environment
  • Event 3Why Everyone Needs an
    Estate Plan
  • Event 4Getting Retirement Ready
  • Event 5Funding Your Paycheck in Retirement

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 877-488-6760.

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.

Read bio

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.

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

Read panel members’ bios

Event locations, dates, and times

The Fairmont Olympic Hotel
411 University St.
Seattle, WA 98101
Tuesday, February 5, at 6:00 p.m.

The Harbor Club
777 108th Ave. NE, 25th Floor
Bellevue, WA 98004
Wednesday, February 6, at 12:00 p.m.

Register Now Or call 877-488-6760.

Seeking Income Opportunities in a Low Rate Environment

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 877-488-6760.

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 Serif Denktas
Market Director, Fixed Income–Southwest Region,
Charles Schwab & Co., Inc.

Read bio
Close Serif Denktas
Market Director, Fixed Income–Southwest Region,
Charles Schwab & Co., Inc.

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

Previously, Serif was a regional fixed income specialist in Denver, Colorado. Serif started his career with Schwab in 1999 and, prior to returning in 2010, worked as a fixed income analyst for a regional registered investment advisor, where he specialized in actively trading high-yield securities and conducted client seminars on portfolio updates, current economic developments, and investment opportunities.

Serif earned his bachelor of science degree in finance, with a minor in economics, and his master of business administration degree from the University of Colorado.

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

Event locations, dates, and times

Bellevue
11100 NE 8th St., Suite 250
Bellevue, WA 98004-4465
Tuesday, March 12, at 12:00 p.m.

Redmond
8862 161st Ave. NE, Suite 106
Redmond, WA 98052-7553
Wednesday, February 27, at 12:00 p.m.

Seattle
508 Union St.
Seattle, WA 98101-2309
Wednesday, March 13, at 12:30 p.m.

Register Now Or call 877-488-6760.

Why Everyone Needs an Estate Plan

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 877-488-6760.

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:

Denise Schuh
Trust and Estate Specialist,
Charles Schwab & Co., Inc.

Brian Burmeister, CFP®, CIMA®
Portfolio Consultant, Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc.

Read bios
Close

Denise Schuh
Trust and Estate Specialist, Charles Schwab & Co., Inc.

Denise has over 15 years’ combined experience as an attorney in private practice and as a financial professional focused on trust and estate planning and administration, business succession, planned giving, and estate tax strategies for high-net-worth clients. She is a co-author and contributing writer for wealth management and legal publications.

Denise has a bachelor of arts degree from the University of Wisconsin–Madison and a juris doctor degree from Northern Illinois University College of Law.

Brian Burmeister, CFP®, CIMA®
Portfolio Consultant, Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc.

As a Private Client Portfolio Consultant, Brian works with clients to construct their portfolios and help keep them on track toward their financial goals. He analyzes research, screens investments, and makes specific recommendations that are appropriate for different investment strategies. Brian has been with Schwab Private Client Investment Advisory for 11 years.

Brian holds a bachelor of science degree in finance from the University of the Pacific.

Schwab Private Client Investment Advisory, Inc. (SPCIA) is a Registered Investment Advisor and an affiliate of Charles Schwab & Co., Inc.

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

Event locations, dates, and times

Novelty Hill Januik Winery
14710 Woodinville-Redmond Rd.
Woodinville, WA 98072
Tuesday, February 26, at 6:00 p.m.

Sheraton Seattle Hotel
1400 Sixth Ave.
Seattle, WA 98101
Wednesday, February 27, at 12:00 p.m.

Register Now Or call 877-488-6760.

Getting Retirement Ready

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 877-488-6760.

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

Bellevue
11100 NE 8th St., Suite 250
Bellevue, WA 98004-4465
Tuesday, March 5, at 12:00 p.m.

Redmond
8862 161st Ave. NE, Suite 106
Redmond, WA 98052-7553
Wednesday, March 20, at 12:00 p.m.

Seattle
508 Union St.
Seattle, WA 98101-2309
Tuesday, February 12, at 12:30 p.m.
Wednesday, February 20, at 12:30 p.m.

Register Now Or call 877-488-6760.

Funding Your Paycheck in Retirement

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 877-488-6760.

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

Bellevue
11100 NE 8th St., Suite 250
Bellevue, WA 98004-4465
Tuesday, March 26, at 12:00 p.m.

Redmond
8862 161st Ave. NE, Suite 106
Redmond, WA 98052-7553
Wednesday, February 20, at 12:00 p.m.

Seattle
508 Union St.
Seattle, WA 98101-2309
Thursday, March 7, at 12:30 p.m.

Register Now Or call 877-488-6760.

More retirement planning resources from Schwab
Tutorial: Retirement Income Fundamentals

A step-by-step guide that explains how you can generate retirement income that lasts. Learn moreLearn more

Quiz: Retirement Income Planning

Know how to generate and spend income in retirement? Take our quick quiz. Learn more

Read our real life retirement stories.
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Taking charge of his investments

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Planning for a long retirement

Keefer was able to retire at an early age; now he's keeping his nest egg safe for a long retirement. Watch video

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.  CS18133-44 (0113-0145)  (03/13)