Schwab Offers Guidance to AARP Members

Charles Schwab and AARP announced a partnership in which Schwab will provide select financial guidance services to AARP members.  

The program, AARP | Financial Guidance Services provided by Charles Schwab, will enhance AARP’s financial education efforts.   

Benefits to AARP members will include complimentary financial consultations; educational seminars throughout Schwab’s network of more than 300 branches; and a fee rebate on Schwab Managed Portfolios, a professionally managed, diversified portfolio of mutual funds designed for a range of investment strategies.

“Our members tell us that achieving financial security is their top goal…This new program will give them easy access to straightforward information and financial guidance from a familiar source in a pressure-free setting to help them with their goals and dreams,” said John Wider, president and CEO of AARP Services.