Charles Schwab Moneywise

We’ll help you:

1.Create a strategy.

Your Communication Consultant will meet with you to answer some key questions that will help guide the purpose and organization of the workshop.

2.Decide where to hold your workshops.

We’ll help you select a space that will be comfortable for your employees and properly equipped for the presentation.

3.Promote your workshops.

We will work with you to create a promotion strategy. Our promotional tools can help you create awareness and generate buzz amongst your employees.

4.Get prepared for event day.

We will help you prepare for the day of the workshop so that you’ll know what you can expect.

5.Make each event better than the last.

Share your thoughts and feedback on your workshop experience with your Communication Consultant. Your input helps us recognize what works and continually make improvements.

Contact your Communication Consultant to schedule and plan your workshops.

Schwab Retirement Plan Services, Inc. created this communication for retirement plan sponsors and retirement plan consultants, advisors, and other retirement plan service providers and fiduciaries only. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

Success, together.

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