Everything you’ll need for a successful event.
We’re here to help you every step of the way. Not only will your Communication Consultant offer ideas and support throughout the process, but we’ve also got a full set of supporting materials that we can personalize to help make every Schwab MoneyWise® workshop a success. Here are a few examples:
- Email announcements and reminders
- Handouts
- Posters
- Directional signs
Each piece will be personalized to match your workshop schedule.
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.
©2014 Schwab Retirement Plan Services, Inc. All rights reserved. CS21680-08 (0113-0145) (05/15)