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Charles Schwab—Lincoln Park Branch

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820 W. North Ave.
Chicago, IL United States

September 2016

Stock Market Snapshot & Election Preview

Thursday, September 22, 2016 @ 5:00 pm - 6:30 pm
Charles Schwab—Lincoln Park Branch, 820 W. North Ave.
Chicago, IL United States
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Free -1 spots left

5:00 PM Registration & snacks 5:30—6:30 PM Presentation Members - free Please join us for an informative discussion on the current state of the markets and an election preview. Charles Schwab & Co. Financial Consultant, Christopher Grozev, AAMS®, will review summer market-movers & performance before discussing Schwab’s outlook for the markets pre- and post-general election. Most importantly, we’ll discuss how you should position your retirement portfolio in light of upcoming calendar events.  

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January 2017

Stock Market Snapshot

Saturday, January 28, 2017 @ 9:00 am - 11:30 pm
Charles Schwab—Lincoln Park Branch, 820 W. North Ave.
Chicago, IL United States
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Free

Members only—free Please join us for an informative discussion on the current state of the economy and markets. Charles Schwab & Co. Financial Consultant, Christopher Grozev, AAMS®, will review 2016 market-movers and performance before discussing Schwab’s outlook for the year ahead. Most importantly, we’ll discuss how you should position your retirement portfolio in light of upcoming calendar events. Please scroll down to register for this event.

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May 2017

Stock Market Snapshot

Saturday, May 20, 2017 @ 9:00 am - 10:15 am
Charles Schwab—Lincoln Park Branch, 820 W. North Ave.
Chicago, IL United States
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Free -1 spots left

Members and Charles Schwab Clients -- free. Please join us for an informative discussion on the current state of the economy and markets. Charles Schwab & Co. Financial Consultant, Christopher Grozev, AAMS®, will review market-movers and performance before discussing Schwab’s outlook for the rest of the year. Most importantly, we’ll discuss how you should position your portfolio in light of upcoming calendar events. Parking is free. Light food & beverage will be provided. Scroll down to register.

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September 2018

Charles Schwab Presents: Women and Finance

Thursday, September 6, 2018 @ 6:00 pm - 7:30 pm
Charles Schwab—Lincoln Park Branch, 820 W. North Ave.
Chicago, IL United States
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Free

Members–free & guests $10. Registration deadline: September 4. Members, please scroll down to register. For guests, please click here to complete your registration. This seminar with The Schwab Advisor Network will focus on how to quantify and prioritize financial goals in line with each person’s unique values. Learn how to talk about money, what makes a smart investor, planning for the unexpected, and how being savvy with tax planning can benefit your family. All of this will be focused on…

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December 2018

Will I Run Out of Money in Retirement?

Thursday, December 13, 2018 @ 6:30 pm - 8:00 pm
Charles Schwab—Lincoln Park Branch, 820 W. North Ave.
Chicago, IL United States
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Members & guests—free. To register, please click here. Everyone worries about outliving their assets. We’ll focus on how your retirement behaviors can help (or hurt) your plan. We’ll discuss patterns of retirement spending; how you can successfully transition into this new chapter in your life; and share real life examples of the pitfalls and successes we’ve seen with clients throughout retirement, giving examples of the different transitions people experience when they decide to stop working. Refreshments will be served. Please…

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