Live events

Come curious. Leave confident. These in-person events and virtual workshops combine expert guidance, interactive education, and real-time Q&A to help you sharpen your skills, while learning alongside fellow investors and traders.

Expand your knowledge—and your network.

With Schwab Coaching® live events, you get an in-depth, hands-on learning experience where you can connect with like-minded peers and Education Coaches to share strategies, get support, and learn from one another—online or IRL.

Energetic music plays throughout.

Charles Schwab logo morphs into Schwab Coaching® logo.

The speakers appear one by one, each sitting on an armchair or sofa in a relaxed setting. Occasionally, groups of workshop attendees and presenters are seen or an online presentation displays.

Mike Fairbourn: So what is unique about Schwab Coaching is the community.

Onscreen text:

Mike Fairbourn
Schwab Education Coach

Connie Hill: There's a lot of energy. Like-minded people are learning with you.

Rachel Dashiell: You can just see and feel all the excitement around getting to learn a new topic.

Onscreen text:

Rachel Dashiell
Schwab Education Coach

Kevin Horner: Some of you want to get everything face to face—with you and 4 or 500 of your closest friends.

Onscreen text:

Kevin Horner
Schwab Education Coach

Ben Watson: Some clients like to be in the privacy of their own home on an online workshop but still having that live interaction with the coach.

Onscreen text:

Ben Watson
Schwab Education Coach

Cameron May: As I'm talking, questions are coming in from that live audience, and they help me fill in those gaps as an educator.

Onscreen text:

Cameron May
Schwab Education Coach

James Boyd: People learn differently. But all those ways we actually teach it, all come back to the point of making a difference and helping you make progress.

Onscreen text:

James Boyd
Schwab Education Coach

Brent Moors: And so that means not just giving you theory, it means giving you the practical implementation using our platforms.

Onscreen text:

Brent Moors
Schwab Education Coach

Barbara Armstrong: So we want it to be fun. We want it to be informative. And most of all, we want you to walk away with a skill set and independently be successful in achieving your goals.

Onscreen text:

Barbara Armstrong
Schwab Education Coach

Onscreen text:

See our upcoming events
schwab.com/coaching

Music fades.

Onscreen text:

Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.

Past performance is no guarantee of future results; the value of investments and the income derived from them can go down as well as up. Future returns and the achievement of stated goals are not guaranteed, and a loss of principal may occur.

This material is intended for informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

©2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC17664984

(0326-NGZ2)
Video Transcript

See how live events spark connection

Energetic music plays throughout.

Charles Schwab logo morphs into Schwab Coaching® logo.

The speakers appear one by one, each sitting on an armchair or sofa in a relaxed setting. Occasionally, groups of workshop attendees and presenters are seen or an online presentation displays.

Mike Fairbourn: So what is unique about Schwab Coaching is the community.

Onscreen text:

Mike Fairbourn
Schwab Education Coach

Connie Hill: There's a lot of energy. Like-minded people are learning with you.

Rachel Dashiell: You can just see and feel all the excitement around getting to learn a new topic.

Onscreen text:

Rachel Dashiell
Schwab Education Coach

Kevin Horner: Some of you want to get everything face to face—with you and 4 or 500 of your closest friends.

Onscreen text:

Kevin Horner
Schwab Education Coach

Ben Watson: Some clients like to be in the privacy of their own home on an online workshop but still having that live interaction with the coach.

Onscreen text:

Ben Watson
Schwab Education Coach

Cameron May: As I'm talking, questions are coming in from that live audience, and they help me fill in those gaps as an educator.

Onscreen text:

Cameron May
Schwab Education Coach

James Boyd: People learn differently. But all those ways we actually teach it, all come back to the point of making a difference and helping you make progress.

Onscreen text:

James Boyd
Schwab Education Coach

Brent Moors: And so that means not just giving you theory, it means giving you the practical implementation using our platforms.

Onscreen text:

Brent Moors
Schwab Education Coach

Barbara Armstrong: So we want it to be fun. We want it to be informative. And most of all, we want you to walk away with a skill set and independently be successful in achieving your goals.

Onscreen text:

Barbara Armstrong
Schwab Education Coach

Onscreen text:

See our upcoming events
schwab.com/coaching

Music fades.

Onscreen text:

Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.

Past performance is no guarantee of future results; the value of investments and the income derived from them can go down as well as up. Future returns and the achievement of stated goals are not guaranteed, and a loss of principal may occur.

This material is intended for informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

©2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC17664984

(0326-NGZ2)

What clients are saying about Schwab Coaching live events.

"The information shared was incredibly informative, and I felt that the entire experience had a positive, uplifting vibe. I am definitely leaving as a better trader."

"Great learning about macroeconomics from experts and learning strategies. Love these events, please continue doing these."

"Very helpful. Even though I know the strategies, it refreshed me and made me feel more confident."

Attendees of Schwab's free in-person events are not compensated by Schwab for their comments. The experience described may not be the experience of all clients and is no guarantee of future performance or success.

Find a live event that sparks your interest.

When something catches your eye, reserve your spot early—space is limited. Want more information about each event? You can find those details when you register.

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