AARP The Magazine - February/March 2012

RETIREMENT ISN’T
ONE-SIZE-FI T S -ALL .

Find out your options with a Schwab complimentary financial consultation.
As an AARP member, you can take advantage of AARP® | Financial Guidance Services
provided by Charles Schwab to find out where you stand with retirement—and what to do next.
Schedule your complimentary
financial consultation today.
Call Schwab at
1-800-790-5825.
What to expect:
t Talk one-on-one with a Schwab Financial Consultant
t Review your current goals and strategies
t Discuss ways to save even more
t Consider new approaches
Visit schwab.com/aarp or your local Schwab branch to learn more about our program for AARP members.
Charles Schwab has the only financial guidance services program endorsed by AARP.
Charles Schwab & Co., Inc. (“Schwab”) offers certain financial guidance services to eligible AARP members (the “Program”). Schwab is an independent registered broker-dealer not affiliated with AARP or any of
its affiliates. 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 financial advice and cannot recommend
or endorse specific investments in connection with the Program. For the first 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. A complimentary financial consultation is limited to one per AARP member with a valid AARP number who is a legal U.S. resident. During the complimentary financial consultation, specific
advice and recommendations are limited to assets held at Schwab by clients with an existing Schwab retail brokerage account. Examples may be provided of the advice and recommendations that might be
offered if outside assets were transferred to Schwab, however such information is for educational purposes only. The financial consultation is complimentary, though the implementation of any recommendations
made during the consultation may result in trade commissions or other fees, charges, or expenses. These offers are subject to change and may not be combined with any other offers.
©2012 Charles Schwab & Co., Inc. All Rights Reserved. Member SIPC. CLB (0312-0024) ADP64440 (03/12)

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