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Products January 31, 2011
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.
Reported by
PLANADVISER staff
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.
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