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.

  • 10 Investing Essentials to Help Take Ownership of Your Financial Future

    Learn to use these key investing essentials to map out a plan that works for you.

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  • Building an Estate Plan You Can Live With

    Join us to talk about the benefits of estate planning and hear from Rande Spiegelman, Schwab’s Vice President for Financial Planning via video, on key options for building your plan.

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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: Investing in the Future

      Saving for tuition doesn’t have to be so taxing. Discover tax-advantaged strategies to save for the education of your children, grandchildren—or even yourself. We’ll help you estimate savings goals, understand available alternatives, and show you some ways education savings can support your estate planning goals. It's never too late to learn.

    • Explore the Benefits of Working with Schwab

      Take advantage of all that Schwab has to offer. Please join us to learn about the variety of services, education and other resources available to help you achieve your financial goals. From investing tools to personalized guidance, we’ll walk you through how Schwab can help.

    • Let's Talk: Money and Life Events

      Join this conversation about life events and the financial considerations they raise. We'll discuss overcoming obstacles and planning for a sound financial future.

    • 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. We’ll talk about how planning can help you take steps now to work toward your current and future goals.

    • Raising Money-Wise Kids

      Your child’s financial future starts now. Get the tools you need to prepare your children to handle money issues such as saving, budgeting, setting financial goals, avoiding debt, establishing good credit, and investing. It’s the first step to raising financially savvy kids.

    • Spend and Manage Debt Wisely

      How do you save for the future while still paying for the past? Learn about tips, tools, and action steps that can help you plan, budget, and better manage your debt—because taking control of the amount you save and spend is the most important factor in achieving your financial goals.

    • Take Charge of Your Money: Savings Fundamentals

      Meeting your financial goals—you can make it happen. Explore simple, straightforward guidelines for prioritizing your financial activities, such as saving for retirement, saving for a down payment on a house, funding a child’s education, and paying down debt.

    • Why Everyone Needs an Estate Plan

      Gain control over your assets now and plan for your family’s financial future. Get the key concepts and tools you need to build and maintain your estate plan. From developing a roadmap for a personal plan to finding the help you need along the way, you’ll be able to meet your current needs and reduce uncertainty about the future distribution of your assets.

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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.

    • 10 Investing Essentials to Help Take Ownership of Your Financial Future

      Whether you are just starting to put an investment plan in place, or are looking to revamp the one you have, learn the essential principles to help take ownership of your investment portfolio. From setting realistic expectations, to diversifying and rebalancing, you’ll leave with a better understanding of how to map out your course.

    • Behavioral Finance: How Emotions Impact Financial Decisions

      Investing doesn't need to be an emotional roller coaster. In this workshop, we'll discuss how people actually make financial decisions, identify the common biases that most often lead to investing mistakes, and explore how Schwab can help you make better decisions.

    • Bond Investing: Beyond the Basics

      Want to know more about bonds? Are you concerned about the bond market and its potential impact on your portfolio? Join us to learn how you can become a savvier bond investor. Get information about the structure of the bond market, as well as tools to help you build a well-diversified fixed income portfolio.

    • Bonds Explained

      As an investor, you may be asking yourself: Should I invest in bonds? What happens when interest rates change? In this workshop, you can learn about the potential risks and rewards of bond investing, what to consider when building a fixed income portfolio, and ways to invest in fixed income at Schwab.

    • Build a Strong Investing Foundation

      Gain confidence in your investing decisions. Join us to learn terms and concepts to get you started with investing. You’ll learn about the building blocks for a diversified portfolio, how to select an asset allocation model and taking the next step to move from saving to investing.

    • Building an Estate Plan You Can Live With

      A well-crafted estate plan can help you take greater control over your assets now and in the future. Join us for an informative workshop to talk about the benefits of estate planning and hear from Rande Spiegelman, Schwab’s Vice President for Financial Planning, via video. Rande will share insights about key considerations and options to build your estate plan.

    • ETFs Explained

      Get the trading flexibility that stocks offer along with the diversity offered by mutual funds. Discover why exchange-traded funds (ETFs) are such a rapidly growing investment option. You'll learn how the structure of ETFs offers cost and tax advantages, with flexibility, liquidity and diversification to help you fill gaps in your portfolio.

    • Make the Most Out of Schwab.com

      Manage your investments online. Get an overview of Schwab’s web-based tools to learn how to research investments, place online stock trades, and buy bonds and mutual funds. Explore planning tools, such as Schwab Portfolio Checkup® and Retirement Assessment, to help get and keep your savings on track.

    • Municipal Bonds: A Closer Look

      Tax exempt income. Portfolio Diversification. There are many reasons to include municipal bonds in your portfolio. At this workshop, we’ll review the potential risks and rewards of municipal bonds, how they could fit into your portfolio and ways Schwab can help you make more informed bond investment decisions.

    • Put Schwab to Work for You

      We’re here to help you. From personal relationships to the investing tools available on Schwab.com, discover the range of Schwab’s capabilities. You’ll also learn where to find the help and guidance you need to get the most out of your relationship with Schwab.

    • Put Your Investment Plan Into Action

      Learn about tools and information that may help make your portfolio perform better. Already an experienced investor? You’ll discover additional diversification strategies and find out how to identify concentrated positions and other pitfalls—and how to eliminate them.

    • Reassessing Risk in Your Portfolio

      How much risk are you comfortable with? Has your risk tolerance changed? What’s the best way to manage risk? Now is a good time to get answers. This workshop will help you reassess your level of risk tolerance, identify risk areas in your portfolio, and learn how to manage risk using diversification strategies. We’ll show you Schwab’s tools and resources that can help you stick to your plan.

    • Using Bonds to Generate Income

      Need income from your portfolio? Join us to learn some ways to help generate income from your bond assets. Get information about bond allocation choices, investment options and pursuing yield. And hear about Schwab resources to help you make more informed decisions.

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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.

    • Introducing 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

      Investment decisions are more complex than ever. 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 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. Learn how to create, apply and manage an income plan for retirement. All so you can enjoy retirement, and focus on what’s most important to you.

    • Getting Retirement Ready

      For many, retirement is no longer about quitting work one day and living off savings the next. It’s about finding ways to live your later years in tune with what’s most important to you. If you’re nearing retirement, this workshop can help you learn what it takes to plan a retirement that works for you.

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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 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.

    • 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.

    • Expanding Your Options: optionsXpress & Charles Schwab

      Whether you're looking to harvest premiums, implement complex multi-leg strategies, or trade futures, find out how optionsXpress' innovative tools, including All-in-One trade ticket and Idea Hub™, can enhance your trading experience.

    • 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.

    • Income Strategies for Options

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

    • 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.

    • 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.

    • 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.

    • Stock Selection - The Schwab Way

      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 for Traders

      Start here to get a basic introduction to technical analysis, including trends, supports and resistance, chart patterns, 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)