The Schwab MoneyWise workshop series is designed to empower your employees with the knowledge and strategies they need to build a great future. Take a look at what the workshops have to offer:

• Pay Yourself First

  With bills and other life demands, it can be easy to get off track. This workshop will give employees eight simple savings steps to help them reach their financial goals. It will also discuss the different ways they can put their savings to work.

  Download the Pay Yourself First presentation.
  They’ll learn:

  • How to get paid to save.
  • The best way to pay off debt.
  • The long-term benefit of paying debt off sooner.
  • How to protect themselves from unexpected expenses.
  • Strategies to save for today’s needs and tomorrow’s goals.
  • Basic retirement options and which strategies may best fit their needs.

• Create a Budget You Can Keep

  A lot of people have big ambitions, often setting unrealistic goals they can’t meet. This workshop will show employees how to create a comfortable budget that will work for the long term and still ensure they meet their goals.

  Download the Create a Budget You Can Keep presentation.
  They’ll learn how to:

  • Manage spending and track expenses.
  • Build a budget through smart strategies.
  • Commit to their plan and take the first step.

• Pay for the Past, Save for the Future

  If your employees are like most people, they may have debt that’s holding them back from planning for the future. This workshop can help employees come up with a plan to pay down debt and achieve their goals.

  Download the Pay for the Past, Save for the Future presentation.
  They’ll learn:

  • About “Good debt” and “Bad debt.”
  • How credit can help and hurt.
  • How to understand a credit score.
  • Credit card dos and don’ts.
  • Preventing identity theft.
  • What to do next.

• Discover Your Investing Style

  Some people are eager to take risks, whereas others would rather take carefully measured steps to help them work toward their future success. This workshop can help employees discover which investment styles and strategies fit them best.

  Download the Discover Your Investing Style presentation.
  They’ll learn:

  • Schwab’s time-tested approach to investing.
  • Some common investing pitfalls.
  • What to expect with short-term and long-term investments.
  • About the impact of inflation on buying power.

• Get Retirement Ready

  There is a lot more to retirement than simply saving. This workshop can help employees get a better sense of the big picture and give them answers to some of their most pressing questions.

  Download the Get Retirement Ready presentation.
  We'll:

  • Debunk common myths and assumptions.
  • Provide them with a list of important financial considerations.
  • Help them make a plan and see how it stacks up to a variety of factors.
  • Help them assess how much they really need to save.
  • Give them ideas to boost savings and manage their portfolio.

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)