Branch Workshops

Join us for a workshop in your area. Ask questions. Be engaged. Own your tomorrow®

Join us for a workshop in your area and get practical tips to help you achieve your financial goals. We welcome Schwab clients and non-clients alike.

Featured Workshops

Learn about investing, financial planning, retirement, and much more by attending one of our complimentary seminars in your community. Our events cover a wide range of topics that can help you take control of your financial future. We welcome Schwab clients and non-clients alike.

  • 7 Fundamentals You Need for Investing Success

    Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.

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  • Why Everyone Needs an Estate Plan

    Learn key estate planning concepts that will enable you to take greater control over your assets and better prepare for a planning conversation with estate professionals.

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  • Planning Today for Your Tomorrow

    Learn how a disciplined planning approach can help you build and maintain wealth.

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  • Getting Retirement Ready

    Nearing retirement? Learn what it takes to plan a retirement that works for you and how Schwab can help.

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More Workshops – Investing, Financial Planning, Trading and much more

  • Your investments are one part of your overall financial plan. Find out how to address family financial goals, setting priorities and getting organized, savings basics and how to make the most of your relationship with Schwab.

    • College Savings: Invest in the Future

      Saving for tuition doesn’t have to feel so daunting. In this investing workshop, you’ll discover tax-advantaged strategies to save for the education of your children, grandchildren—or even yourself. We’ll help you get started, review the information you need to plan for your needs and understand the available options.

    • Keeping Your Financial Footing When Life Changes

      Even the best laid plans can be disrupted. As your needs in life change, so does the financial support you require—from investment strategies, to complex wealth management needs, to managing your portfolio. Join this financial seminar about life events and the financial considerations they raise. We'll discuss obstacles to planning for a sound financial plan and how to help overcome them.

    • Planning Today for Your Tomorrow

      How do you stay focused on what's most important to you and those you care most about? A disciplined plan can help. In this investing workshop, we’ll talk about how planning can help you manage your wealth by taking steps now to work toward your current and future goals.

    • Raising Money-Wise Kids

      It's never too early or too late for children to begin to grasp the importance of financial concepts. In this investing workshop, you’ll get the tools you need to prepare your children to handle money matters such as saving, budgeting, setting financial goals, avoiding debt, establishing good credit, and investing. It’s the first step to raising financially savvy kids.

    • Take Charge of Your Finances: Managing Money and Debt

      Take the steps needed to manage your finances. In this investing workshop, you’ll learn about simple, straightforward guidelines to help you set financial goals, create a budget, address debt and take savings to the next level by investing.

    • Why Everyone Needs an Estate Plan

      A well-crafted estate plan can help you take inventory of your assets now and plan for your family's financial future. In this estate planning seminar, you can learn about resources to help you manage your assets during your lifetime, provide direction for distribution of assets and inheritance in the future, and make things easier for those you care about.

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  • Your investments are one part of your overall financial plan. Find out how to address family financial goals, setting priorities and getting organized, savings basics and how to make the most of your relationship with Schwab.

    • 7 Fundamentals You Need for Investing Success

      Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.

    • Behavioral Finance: How Emotions Impact Financial Decisions

      Whether you’re new to Schwab or a seasoned investor, find practical ways to balance what you know with what you feel. In this finance workshop, we’ll discuss how people make financial decisions, identify the common biases that can most often lead to investing mistakes, and discuss how Schwab can help you make more informed decisions.

    • Build a Strong Investing Foundation

      Gain confidence in your investing decisions by understanding the key terms and concepts that can help you get started. In this investing workshop, you’ll learn about building the foundation for a diversified portfolio, selecting an asset allocation model, and taking the next step to move from saving to investing.

    • ETFs Explained

      Discover why exchange-traded funds (ETFs) are such a rapidly growing investment option. In this investing workshop, you’ll learn how the structure of ETFs offers cost and tax advantages along a wide range of investment strategies and objectives. Find out how you can use ETFs to build a diversified portfolio, or to gain exposure to a particular market segment.

    • Exploring Fixed Income for Your Portfolio

      Many investors worry about the volatility of the market. Discover how fixed income investments, like bonds, can preserve capital and diversify your portfolio to help protect against market risks. Join us in this investing seminar to learn why bonds are important, ways to build a fixed income portfolio, and how Schwab can help.

    • Make the Most Out of Schwab.com

      Take advantage of the wealth of content and tools available on Schwab.com to help you plan and keep on track with your financial goals. In this session, you’ll get information about ways to leverage resources for investing, planning, trading and researching investments.

    • Stay on Track: Managing Risk in Your Portfolio

      Now that you have your portfolio in place, how do you keep it on track? This investing workshop will discuss ways to stay in line with your objectives and to adapt your portfolio along the way. You will learn about steps to take to assess and manage the investment risk in your portfolio.

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  • Your investments are one part of your overall financial plan. Find out how to address family financial goals, setting priorities and getting organized, savings basics and how to make the most of your relationship with Schwab.

    • Financial Planning with Automated Investing and Personalized Advice

      A disciplined plan can help you stay focused on your financial goals. In this investing workshop, we’ll talk about how planning can help you manage your wealth, and you’ll learn more about a new way to plan for your financial goals, Schwab Intelligent Advisory™.

    • Schwab Intelligent Portfolios: A Fully Automated Investment Advisory Service

      Meet the technology that can change the way you invest. Take advantage of a unique opportunity to learn about Schwab Intelligent Portfolios, an automated investment advisory service offered by Schwab Wealth Investment Advisory, Inc., that provides sophisticated portfolio management.

    • Portfolio Management and Personalized Advice at Charles Schwab

      Modern investment advice means having better choices. In this investing workshop, you’ll learn the importance of proactive investment management and explore how to get the right level of guidance and support for your needs with portfolio management services available through Schwab and its affiliates.

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  • Your investments are one part of your overall financial plan. Find out how to address family financial goals, setting priorities and getting organized, savings basics and how to make the most of your relationship with Schwab.

    • Funding your Paycheck in Retirement

      You've saved diligently for retirement - now it's time to turn your savings into income. In this retirement workshop, you’ll learn about nine retirement income fundamentals for how to create, apply and manage an income plan so that you can enjoy retirement and focus more on what’s most important to you.

    • Getting Retirement Ready

      Planning for retirement is about finding ways to live your later years doing what matters most to you. If you’re nearing retirement, this workshop can help you learn what it takes to create a plan that can support your lifestyle in retirement.

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  • Your investments are one part of your overall financial plan. Find out how to address family financial goals, setting priorities and getting organized, savings basics and how to make the most of your relationship with Schwab.

    • 8 Steps to Help Keep Your Trading on Track

      The intensity of this up-and-down market is giving even seasoned traders pause. Learn about tools and strategies that may help you mitigate risk while potentially maximizing opportunities. Our 8 steps cover diversification opportunities such as Exchange-Traded Funds (ETFs) and using Schwab’s ETF center, risk management strategies including the use of special order types (like, brackets and trailing stops), and fundamental research using the new Schwab.com client center.

    • Cycles and Seasonalities in the Stock Market

      Patterns occur naturally all around us—are there discernable patterns in the stock market as well? Explore common cycles and historical data to support, or refute, performance patterns, from the four-year presidential election cycle to specific days of the month.

    • ETFs: Strategic Uses and Automated Portfolios

      In this workshop hosted by Schwab Trading Services™, you'll learn about exchange-traded funds (ETFs) and how they can be used to gain exposure to specific areas of the market. Explore techniques for applying a technical strategy to ETF trading and discover the variety of ETF-related tools, research, and products available at Schwab. In addition, we'll introduce you to Schwab Intelligent Portfolios®, a fully automated investment advisory service offered by Schwab Wealth Investment Advisory, Inc.

    • ETFs: Strategic Uses for Today’s Market

      Find out what an Exchange-Traded Fund (ETF) is, and how they can be used to gain exposure to specific areas of the market. Explore techniques for applying a technical strategy to ETF trading, as well as the variety of ETF-related tools, research, and products available at Schwab.

    • Fuel Your Trading With StreetSmart Edge™

      StreetSmart Edge is our flagship trading platform. In a small group session hosted by a Schwab trading specialist, you'll receive an in-depth tour of its flexible, customizable, and innovative features -- and see how they align with your workflow to help you move quickly from trade opportunity to action.

    • Introduction to Options

      Find out what options are, how they are valued, and explore the general terms and concepts used in options-related discussions. Examine how option prices generally respond to changes in the underlying security’s price during the life of the option.

    • Investors Path to Trading

      Interested in trading but not sure where to begin? We'll explore a few basic aspects of trading that may help you identify how trading might fit into your overall investment strategy and provide some specific resources you can use to learn more about trading.

    • Options Hedging Strategies

      Market volatility is always an important factor that investors and traders need to contend with when making their trading decisions. Investors can help reduce downside market exposure through the proper use of relatively simple hedging strategies. This session explores ways to help reduce or limit the market risk of equities trading, through the use of covered calls, protective puts, and collars.

    • Options Income Strategies

      This workshop discusses the use of options strategies to help generate income for investors. It will focus on covered call writing and cash-secured put selling. Case studies and examples will be used to demonstrate these strategies.

    • Power Up with Trade Source™: Integrated Trading & Research

      Discover how Trade Source blends account information with key analytical data to help traders stay on top of the market and current holdings. Find out how the combined delivery of fundamental and technical data, and incorporation of visual cues, help traders manage their accounts and identify potential opportunities efficiently.

    • Practical Techniques for Profit Taking

      One of the most difficult trading skills to master is knowing when to close out a trade and take profits. In a small group session hosted by a Schwab Trading Specialist, we'll help you learn practical techniques for setting price targets and managing potentially winning trades to help maximize profits.

    • Risk Management—Help Protect Profits and Losses

      Developing and enforcing a sound risk management strategy is crucial to trading success, especially in today's volatile markets. In this workshop, you'll learn the benefits and basic elements of risk management, practical techniques for setting fixed and technical analysis-based stop orders to help protect profits and limit losses, and tools available to Schwab clients that can help manage risk.

    • Stock Market Manias & Crashes: Surviving the Next Bubble

      Ever wondered how and why market bubbles form? Attend this workshop to explore the common characteristics of past bubbles, and get tips for managing exposure and risk during future bubbles.

    • Stock Screening Techniques

      Fine-tune your stock selection strategies by moving beyond the basics. You'll learn how to utilize Schwab's advanced stock screening tools to help narrow your search for potentially better trading opportunities.

    • Stock Selection for Traders

      This workshop will cover a three-step process to help clients select potentially better stocks to trade in any market environment. You’ll learn how to screen stocks, scan price charts, and identify potentially better trade opportunities. To get the most out of the workshop, you should have at least a basic knowledge of technical analysis.

    • Schwab Equity Ratings® Explained

      Take a deeper look into Schwab Equity Ratings® (SER). Find out the underlying philosophy, construction, and performance measures, as well as how to use the ratings to identify potential investment opportunities.

    • Technical Analysis Explained

      Start here to get a basic introduction to technical analysis, including trends, supports and resistance, and technical indicators.

    • Technical Strategies for Traders

      A disciplined approach to trading is essential in any market, particularly in today’s volatile climate. Move beyond the basics of technical analysis and learn how to incorporate a systematic method into your trading strategy. You will learn risk management techniques, how to use Schwab tools to help you identify potential trading opportunities, and how to use charts to help you determine buy-sell signals.

    • Trade Management: Managing Risk to Preserve Capital

      Find out why capital preservation is so important in the pursuit of trading profits, and get tips for calculating and managing risk before, during, and after the point of the trade.

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Additional resources

Check out retirement planning, wealth management, and educational resources at Schwab.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." (0316-E68T)