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 877-480-0120.

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 Chad Jones, CFP®
Vice President, Fixed Income Sales and Service,
Charles Schwab & Co., Inc.

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With panel members:

James Murphy, CFP®
Managing Director, Portfolio Consulting, Schwab Private Client Investment Advisory,
Charles Schwab & Co., Inc.

Jeff P. Ryan, CFA
Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research,
Charles Schwab & Co., Inc.

William Rockett
Market Director, Fixed Income–Northeast Region,
Charles Schwab & Co., Inc.

Read panel members’ bios

Event locations, dates, and times

The Langham Boston
250 Franklin St.
Boston, MA 02110
Wednesday, March 27, at 12:00 p.m.

The Westin Waltham
70 Third Ave.
Waltham, MA 02451
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 877-480-0120.

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 Rockett
Market Director, Fixed Income–Northeast Region,
Charles Schwab & Co., Inc.

Read bio
Close William Rockett
Market Director, Fixed Income–Northeast Region,
Charles Schwab & Co., Inc.

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

Prior to his current role, William, a 15-year fixed income veteran, was a senior analyst for U.S. Trust and Nuveen Investments, where he invested capital across the fixed income markets. More recently, he provided education and guidance to clients on investments and opportunities in the fixed income markets as a product specialist.

William earned his bachelor of arts degree in mathematics from Rollins College and his master of business administration degree in finance from New York University.

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

Event locations, dates, and times

Boston
127 Congress St., Floor 1
Boston, MA 02110-2511
Tuesday, February 26, at 6:00 p.m.

Burlington
54 Mall Rd.
Burlington, MA 01803-4556
Thursday, February 28, at 6:00 p.m.

Chestnut Hill
1262 Boylston St., Floor 1
Chestnut Hill, MA 02467-2104
Wednesday, February 27, 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 877-480-0120.

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.

Susan Strelow, CFP®, AAMS®
Senior Team Manager, Portfolio Consulting, Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc.

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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.

Susan Strelow, CFP®, AAMS®
Senior Team Manager, Portfolio Consulting, Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc.

As a senior manager with Charles Schwab, Susan leads the Northeast Private Client group. Susan has been with Schwab for over 16 years and was previously with Merrill Lynch and Dean Witter. She has 20 years of industry experience and has worked in various leadership and client-facing roles. Susan is responsible for overall retention, growth, and the client experience for 1,300-plus fee-based clients and $1.5 billion in assets.

Susan holds a master's degree in financial planning from the College for Financial Planning in Denver and an undergraduate degree in finance from the University of Wisconsin–Whitewater.

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

Andover Inn
4 Chapel Ave.
Andover, MA 01810
Thursday, March 14, at 12:00 p.m.

The Liberty Hotel
215 Charles St.
Boston, MA 02114
Wednesday, March 13, 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 877-480-0120.

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

Boston
127 Congress St., Floor 1
Boston, MA 02110-2511
Thursday, March 7, at 6:00 p.m.

Chestnut Hill
1262 Boylston St., Floor 1
Chestnut Hill, MA 02467-2104
Tuesday, March 5, at 6:00 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 877-480-0120.

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

Boston
127 Congress St., Floor 1
Boston, MA 02110-2511
Wednesday, March 20, at 6:00 p.m.

Chestnut Hill
1262 Boylston St., Floor 1
Chestnut Hill, MA 02467-2104
Thursday, March 21, at 6:00 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.  CS18133-28 (0113-0145)  (01/13)