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 800-750-9164.

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:

William Allen, CFP®
Vice President of Portfolio Consulting, Schwab Private Client Investment Advisory,
Charles Schwab & Co., Inc.

Greg Forsythe, CFA
Senior Vice President and Director of Equity Research, Schwab Equity Ratings®, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

William Sterling, Jr.
Market Director, Fixed Income–Mid-Atlantic Region,
Charles Schwab & Co., Inc.

Read panel members’ bios

Event locations, dates, and times

JW Marriott
1331 Pennsylvania Ave. NW
Washington, DC 20004
Wednesday, March 27, at 12:00 p.m.

North Bethesda Marriott
5701 Marinelli Rd.
North Bethesda, MD 20852
Tuesday, March 26, at 6:00 p.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 800-750-9164.

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 William Sterling, Jr.
Market Director, Fixed Income–Mid-Atlantic Region,
Charles Schwab & Co., Inc.

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Close William Sterling, Jr.
Market Director, Fixed Income–Mid-Atlantic Region,
Charles Schwab & Co., Inc.

As market director of fixed income overseeing the Mid-Atlantic region, William educates Financial Consultants, clients, and prospective clients about fixed income investing and the resources available at Schwab.

Before joining Schwab in 2009, William held several positions at Morgan Stanley in the fixed income and capital markets divisions. As part of the Fixed Income Regional Sales team, he conducted educational seminars on current economic and market trends. More recently, William was a member of the Special Situations Group, focusing on investment opportunities across capital structure.

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

Event locations, dates, and times

Alexandria
330 John Carlyle St., Suite 120
Alexandria, VA 22314-5760
Tuesday, March 19, at 6:00 p.m.

Bethesda
7401 Wisconsin Ave., Suite 100
Bethesda, MD 20814-3400
Wednesday, March 20, at 12:00 p.m.

Reston
11874 Market St.
Reston, VA 20190-5612
Thursday, March 21, at 6:00 p.m.

Tysons Corner
1650 Tysons Blvd., Suite 150
Tysons Corner, VA 22102-4856
Tuesday, March 19, at 2:00 p.m.

Washington, D.C.
1845 K St. NW
Washington, DC 20006-1209
Wednesday, March 20, at 6:00 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 800-750-9164.

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.

John Cercone, CFP®
Financial Planner, Schwab Private Client Investment Advisory, Inc.,
Charles Schwab & Co., Inc.

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Close

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.

John Cercone, CFP®
Financial Planner, Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc.

John has been in the financial services industry for 20 years, advising high-net-worth investors on their comprehensive planning needs. As a financial planner, he creates road maps for clients to achieve their financial goals, so they can focus on living their lives. John holds the CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations.

John received his bachelor of science degree in finance from the University of Arizona.

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

Hilton Washington DC/Rockville
1750 Rockville Pike
Rockville, MD 20852
Wednesday, March 13, at 12:00 p.m.

The Tower Club
8000 Towers Crescent Dr., Suite 1700
Vienna, VA 22182
Tuesday, March 12, at 6:00 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 800-750-9164.

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

Alexandria
330 John Carlyle St., Suite 120
Alexandria, VA 22314-5760
Tuesday, March 5, at 2:00 p.m.

Bethesda
7401 Wisconsin Ave., Suite 100
Bethesda, MD 20814-3400
Thursday, February 28, at 12:00 p.m.

Reston
11874 Market St.
Reston, VA 20190-5612
Wednesday, March 13, at 6:00 p.m.

Tysons Corner
1650 Tysons Blvd., Suite 150
Tysons Corner, VA 22102-4856
Thursday, March 7, at 12:00 p.m.

Washington, D.C.
1845 K St. NW
Washington, DC 20006-1209
Thursday, February 28, at 12:00 p.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 800-750-9164.

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

Alexandria
330 John Carlyle St., Suite 120
Alexandria, VA 22314-5760
Thursday, March 28, at 2:00 p.m.

Bethesda
7401 Wisconsin Ave., Suite 100
Bethesda, MD 20814-3400
Wednesday, March 6, at 12:00 p.m.

Washington, D.C.
1845 K St. NW
Washington, DC 20006-1209
Tuesday, March 12, at 12:00 p.m.

More retirement planning resources from Schwab
Tutorial: Retirement Income Fundamentals

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Quiz: Retirement Income Planning

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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.  CS18133-30 (0113-0145)  (02/13)