Branch Workshops

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.

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  7 Fundamentals You Need for Investing Success

  Whether you are just starting to put an investing plan in place, or are looking to update the one you have, leverage the essential principles to help take ownership of your investment portfolio. From setting goals and expectations, to rebalancing and ignoring market noise, you’ll leave this investing seminar with a better understanding of how to map out your plan and stay your course.

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  Why Everyone Needs an Estate Plan

  A well-crafted estate plan can help you take greater control over your assets now and plan for your family's financial future. Learn about resources that can help you manage your assets during your lifetime, provide direction for distribution of assets in the future, and make things easier for those you care about.

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  Financial Planning: Take Control of 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 take steps now to work toward your current and future goals.

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

• Financial Fundamentals
  • Financial Planning: Take Control of 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 take steps now to work toward your current and future goals.

  • Why Everyone Needs an Estate Plan

    A well-crafted estate plan can help you take greater control over your assets now and plan for your family's financial future. Learn about resources that can help you manage your assets during your lifetime, provide direction for distribution of assets in the future, and make things easier for those you care about.

  Find workshops near you

  Schwab does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs. Schwab employees are not estate planning attorneys and cannot offer tax or legal advice, or create and prepare legal documents associated with such plans.

  Employees of Schwab are not estate planning attorneys and cannot offer tax or legal advice, or create and prepare legal documents associated with such plans.  Where such advice is necessary or appropriate, please consult a qualified legal or tax advisor.

• Investing

  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

    Whether you are just starting to put an investing plan in place, or are looking to update the one you have, leverage the essential principles to help take ownership of your investment portfolio. From setting goals and expectations, to rebalancing and ignoring market noise, you’ll leave this investing seminar with a better understanding of how to map out your plan and stay your course.

  • 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.

  • 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 workshop to learn why bonds are important, ways to build a fixed income portfolio, and how Schwab can help.

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  Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.

• Portfolio Solutions

  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.

  • Automated Investing at Schwab

    Investing made easier. Find out how Schwab's options for automated investing can help build and manage your portfolio–so you don't have to. Feel more confident about your financial future by getting the guidance you want, when you need it. This session will discuss different solutions available to help you stay on track towards your goals.

  • Portfolio Management and Personalized Advice at Charles Schwab

    Investment decisions are more complex than ever. In this investing workshop, you'll learn the importance of proactive investment management and explore how to get the appropriate level of guidance and support for your needs with portfolio management services available through Schwab and its affiliates.

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  Please read the Schwab Intelligent Portfolios Solutions disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs.

  Schwab Intelligent Portfolios^® and Schwab Intelligent Portfolios Premium^® are made available through Charles Schwab & Co., Inc. ('Schwab'), a dually registered investment adviser and broker-dealer. Portfolio management services are provided by Charles Schwab Investment Management, Inc. ("CSIM"). Schwab and CSIM are subsidiaries of The Charles Schwab Corporation.

  Investing involves risk, including loss of principal. Investment strategies cannot guarantee a profit or protect against loss in declining markets and may not be suitable for everyone. Presentations are informational and should not be considered as personalized investment advice or recommendations.

• Retirement

  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.

  • Considering a Fixed Indexed Annuity

    Depending on your needs, a fixed indexed annuity (FIA) provides protection for your money, a guaranteed monthly "paycheck" for life and the opportunity to leave legacy for loved ones. Join this workshop where a Schwab annuity specialist will explain FIAs and help you understand the benefits of incorporating this product into your retirement strategy.

  • 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.

  • Sustaining Retirement Income

    It's important to ensure you have guaranteed income in retirement. Learn how an annuity can provide guaranteed lifetime income and peace of mind for your retirement.

  • Understanding Annuities

    Annuities may be an important tool to help you achieve your retirement goals. Schwab created this workshop to give you a simple overview of annuities and where they may fit in your retirement strategy.

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  Annuities are long-term investment vehicles designed for retirement purposes that offer tax deferral on potential growth. Withdrawals prior to age 59½, however, may be subject to a 10% Federal tax penalty in addition to applicable income taxes.

  Charles Schwab & Co., Inc., a licensed insurance agency, distributes certain insurance and variable annuity contracts that are issued by insurance companies not affiliated with Schwab. Not all annuity contracts are available in every state.

• Trading

  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 Charles Schwab & Co., 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.

  • 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.

  • 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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  Investors should carefully consider information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling Schwab at 1-800-435-4000. Please read the prospectus carefully before investing.

  Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

  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" before considering any option transaction. [Supporting documentation for any claims or statistical information is available upon request.]

  Schwab does not recommend the use of technical analysis as a sole means of investment research.

  Schwab Intelligent Portfolios^® and Schwab Intelligent Portfolios Premium^® are made available through Charles Schwab & Co., Inc. ('Schwab'), a dually registered investment adviser and broker-dealer. Portfolio management services are provided by Charles Schwab Investment Management, Inc. ("CSIM"). Schwab and CSIM are subsidiaries of The Charles Schwab Corporation.

  (0225-GZ6A)