Schwab Offers Free Seminars
Schwab Offers Free Seminars
DANBURY â Charles Schwab offices in the Danbury, Fairfield, and Hartford areas are offering investors complimentary workshops, seminars, and initial consultations.
Seminar topics will include fixed income investing, navigating todayâs market, strategies for retirement rollovers, managing cash flow in retirement, and using the Web to invest.
Complimentary initial consultations include discussion of portfolio holdings including asset weightings by class, sector, and security. Advice on portfolio rebalancing may be offered. The consultation may also explore other financial concerns such as estate and tax planning, college and retirement planning, and resource protection, depending on the individualâs circumstances and needs.
The first 250 appointments will receive a free copy of Charles Schwabâs new best-seller, Youâre Fifty, So What? Investing for the Second Half of Your Life.
Call 877-561-5445 to schedule an appointment or register for a workshop.