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.

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Or call 866-855-7729.

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:

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

John Wightkin, CFA
Director of Equity Research Applications, Schwab Equity Ratings®, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Robert Williams
Director of Income Planning, Schwab Center for Financial Research,
Charles Schwab & Co., Inc.

Read panel members’ bios

Event locations, dates, and times

Balboa Bay Club and Resort
1221 West Coast Hwy.
Newport Beach, CA 92663
Tuesday, February 26, at 5:30 p.m.

Hyatt Regency Century Plaza
2025 Avenue of the Stars
Los Angeles, CA 90067
Tuesday, February 26, at 11:30 a.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.

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Or call 866-855-7729.

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 Brian Perry, CFA
Market Director, Fixed Income–Southern California Region,
Charles Schwab & Co., Inc.

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Close Brian Perry, CFA
Market Director, Fixed Income–Southern California Region,
Charles Schwab & Co., Inc.

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

A 15-year fixed income veteran, Brian previously worked as a portfolio manager and strategist at Chandler Asset Management, where he helped manage more than $6 billion in assets for individual and institutional clients. He also worked as a fixed income trader at several regional banks and as a senior fixed income analyst at UBS Wealth Management, where he analyzed the fixed income markets and educated investors on the financial markets and economy. In addition, Brian has been published widely (including a personal finance book) and appeared on TV and radio.

Brian earned a bachelor of science degree in finance from Villanova University, a master of business administration degree in international business from National University, and a master of arts degree in international affairs from Tufts University.

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

Event locations, dates, and times

Century City
1900 Avenue of the Stars, Suite 101
Los Angeles, CA 90067-4302
Tuesday, February 5, at 12:00 p.m.
Monday, March 4, at 12:00 p.m.

Irvine
2020 Main St., Suite 160
Irvine, CA 92614-8228
Thursday, February 7, at 10:00 a.m.
Wednesday, February 20, at 10:00 a.m.

Newport Beach
610 Newport Center Dr., Suite 150
Newport Beach, CA 92660-8032
Wednesday, February 6, at 12:00 p.m.
Friday, February 22, at 2:00 p.m.

Pasadena
800 E. Colorado Blvd., Suite 170
Pasadena, CA 91101-2161
Wednesday, February 13, at 12:00 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 866-855-7729.

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.

Michael Dixon, CFP®
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 the Northern Illinois University College of Law.

Michael Dixon, CFP®
Senior Team Manager, Portfolio Consulting, Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc.

Mike’s team of consultants advises high-net-worth clients enrolled in Schwab Private Client. Mike has been in the financial services industry for 16 years, advising a wide range of investors on their investment and planning needs.

Michael received a bachelor of science degree from Indiana University.

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

Newport Beach
610 Newport Center Dr., Suite 150
Newport Beach, CA 92660-8032
Thursday, February 21, at 11:30 a.m.

Pasadena
800 E. Colorado Blvd., Suite 170
Pasadena, CA 91101-2161
Wednesday, February 20, at 11:30 a.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 866-855-7729.

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

Glendale
500 N. Brand Blvd., Suite 150
Glendale, CA 91203-3320
Thursday, February 7, at 12:00 p.m.

Irvine
2020 Main St., Suite 160
Irvine, CA 92614-8228
Wednesday, February 13, at 12:00 p.m.

Newport Beach
610 Newport Center Dr., Suite 150
Newport Beach, CA 92660-8032
Thursday, February 15, at 10:00 a.m.

Pasadena
800 E. Colorado Blvd., Suite 170
Pasadena, CA 91101-2161
Tuesday, February 5, 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 866-855-7729.

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

Century City
1900 Avenue of the Stars, Suite 101
Los Angeles, CA 90067-4302
Wednesday, February 20, at 12:00 p.m.

Glendale
500 N. Brand Blvd., Suite 150
Glendale, CA 91203-3320
Tuesday, February 12, at 12:00 p.m.

Pasadena
800 E. Colorado Blvd., Suite 170
Pasadena, CA 91101-2161
Wednesday, February 13, at 12:00 p.m.

Event 6: Straight Talk With Liz Ann Sonders

Straight Talk With Liz Ann Sonders

Reserve your seats today.

Seats are limited. Availability is subject to change.

Register Now

Or call 866-855-7729.

About This Event

Liz Ann Sonders, Schwab’s Chief Investment Strategist, takes a look at what she sees on the horizon for the markets and economy in 2013. She will share her perspective on changes coming out of Washington and the impact they may have on individual investors, especially for those nearing or in retirement. This video presentation will be followed by a branch-led discussion.

Featuring Liz Ann Sonders
Senior Vice President, Chief Investment Strategist,
Charles Schwab & Co., Inc.

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Event locations, dates, and times

Century City
1900 Avenue of the Stars, Suite 101
Los Angeles, CA 90067-4302
Tuesday, February 12, at 12:00 p.m.

Glendale
500 N. Brand Blvd., Suite 150
Glendale, CA 91203-3320
Wednesday, February 27, at 5:30 p.m.

Irvine
2020 Main St., Suite 160
Irvine, CA 92614-8228
Tuesday, February 5, at 12:00 p.m.

Newport Beach
610 Newport Center Dr., Suite 150
Newport Beach, CA 92660-8032
Friday, February 8, at 10:00 a.m.

Pasadena
800 E. Colorado Blvd., Suite 170
Pasadena, CA 91101-2161
Tuesday, February 26, at 5:30 p.m.

More retirement planning resources from Schwab
Tutorial: Retirement Income Fundamentals

A step-by-step guide that explains how you can generate retirement income that lasts. Learn moreLearn more

Quiz: Retirement Income Planning

Know how to generate and spend income in retirement? Take our quick quiz. Learn more

Read our real life retirement stories.
Catching up on savings

Jerri didn’t start saving until age 50, and now it’s her top priority. Watch video

Taking charge of his investments

Semi-retiring at 60 has given Herb time to reassess his risk tolerance and investment strategy. Watch video

Planning for a long retirement

Keefer was able to retire at an early age; now he's keeping his nest egg safe for a long retirement. Watch video

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.  CS18133-32 (0113-0145)  (01/13)