With AARP® l Financial Guidance Services provided by Charles Schwab,
AARP members can now take advantage of a complimentary ;nancial
consultation with a Schwab Financial Consultant.
Your personal, one-on-one discussion with a Schwab Financial Consultant is a great opportunity
to get an objective look at where you are and what to do next—with no obligation.
What you can expect
t Review your current goals and strategies
t Discuss new approaches to consider
t Talk about ways to save even more
Frequently asked questions
t How much will I need to retire?
t What should I do with my 401(k)?
t Which investments can generate income?
Call Schwab at 1-877-302-5886 to schedule your complimentary ;nancial consultation.
Charles Schwab has the only financial guidance services program endorsed by AARP.
Charles Schwab & Co., Inc. (“Schwab”) offers certain ;nancial guidance services to eligible AARP members (the “Program”). Schwab is an independent registered
broker-dealer not af;liated with AARP or any of its af;liates. All brokerage services are performed by Schwab. AARP endorses the Program but is not a registered
broker-dealer and does not provide brokerage services or ;nancial advice and cannot recommend or endorse speci;c investments in connection with the Program.
For the ;rst new account opened at Schwab by an AARP member, Schwab pays AARP a one-time royalty fee for the use of AARP intellectual property (name, logo,
and mailing list). These fees are used for the general purpose of AARP and do not increase any fees, commissions, charges, or expenses paid by you to Schwab.
Please contact Schwab directly for details.
The complimentary On Investing® subscription offer is a one-year subscription and is limited to one per household and only to an AARP member with a valid AARP
number who is a legal U.S. resident. No purchase is required. Certain services and products discussed in the magazine are only available to Schwab clients.