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• Get ready to build your financial plan with a CERTIFIED FINANCIAL PLANNER™ professional | Charles Schwab

  Review the checklist below to make the most of our planning tool and your appointment with a CFP® professional to develop a smarter, more informed financial plan.

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

• How to Set Up thinkorswim® for Trading Futures | Charles Schwab

  Watch this video for some insider tips on how to customize thinkorswim® for trading futures.

• Add Options Trading and Margin to Your Account | Charles Schwab

  Complete Sections 1 through 4. For Organization accounts, you must complete Section 5 as well. See Section 6 for instructions on returning your completed form.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Schwab Futures and Forex daily segregated requirements January 2025 | Charles Schwab

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab

  Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.

• Taking Risk in Moderation | Charles Schwab

  Should you avoid lower-rated investments like high-yield corporate bonds or bank loans? Not necessarily, but understand the risks.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.Read PDF: How to place options trade