Schwab to Host Online, Interactive Trader Education Day on November 13

Monday, November 10, 2014 6:00 am PST



Public Company Information:

"Trade Management: Managing Risk to Preserve Capital"

SAN FRANCISCO--(BUSINESS WIRE)--For the first time, Schwab Trading Services is hosting an all-day educational event featuring both in-person and online seminars offering real-time trading insights and in-depth educational workshops. Open to all traders at no charge, participants will have the opportunity to submit questions to Schwab’s industry professionals about trading topics and market movements and can participate in interactive education sessions from almost anywhere.

Schwab Live – the company’s unique online trader Q&A event – and a Schwab Virtual Education seminar will both be streamed live from Fort Worth, TX on Thursday, November 13, 2014. Additionally, traders who are local to the Fort Worth area are invited to join Schwab’s market professionals and fellow traders in person to learn more about trading strategies, view trading platform demos and network with attendees. Anyone interested in attending this educational event on site at the Fort Worth Convention Center can register here.

“Traders of all knowledge and experience levels are looking for education on their terms – when and where they want it. And, we know that clients are seeking real-time and actionable market insights,” said Kelli Keough, Senior Vice President of Client Experience at Charles Schwab. “This day of interactive events allows traders to easily access great content from home, in the office or on the run. The events will also provide traders with a preview of the dedicated service, insightful trading specialists and comprehensive education program that clients enjoy as part of Schwab’s personalized trading experience.”

Schwab Live

Schwab Live panelists will be answering questions in real time between 12:00 pm and 4:00 pm ET on November 13. Participants can submit their questions and follow the conversation at, on Twitter using the #AskSchwab hashtag or via interactive banners that are hosted on several financial media websites, including Yahoo Finance, MarketWatch, Barron’, and Investopedia.

Schwab Live panelists include:

  • Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
  • Randy Frederick, Managing Director of Trading and Derivatives at the Schwab Center for Financial Research
  • Lou Mercer, Trading Solutions Regional Manager
  • Christophe Levasseur, Trading Solutions Regional Manager
  • Kevin Horner, Senior Registered Representative

@Schwab4Traders Twitter Chat

At the conclusion of Schwab Live, Liz Ann Sonders and Randy Frederick will take over the @Schwab4Traders Twitter channel for a Twitter chat. Schwab’s experts will address questions submitted during Schwab Live that didn’t make it on air and will take additional questions submitted to @Schwab4Traders using the #AskSchwab hashtag. Topics will range from Schwab's perspective on macroeconomic issues to how top-of-mind factors such as recent elections and the upcoming holiday retail season might impact the markets. The Twitter chat will take place from 4:30 – 5:00 pm ET.

Virtual Education Event

The trading workshops that comprise the Virtual Education portion of the event will begin at 5:00 pm ET. To participate in the following seminars, register here.

  • 5:00 – 6:00 ET    Stock Selection: The Schwab Way
  • 6:15 – 7:15 ET    Stay on Top of the Markets On the Go
  • 7:30 – 8:30 ET    Keynote address with Liz Ann Sonders and Randy Frederick

Expanding Education

In addition to virtual education events, Schwab offers a variety of educational opportunities designed to meet the needs of traders of all knowledge levels, including live in-branch educational workshops, live online workshops and on-demand online webinars. And, Schwab has expanded its robust trader education offering throughout 2014. New features include the addition of multiple Trader Paths, bite-size lessons which have a combination of articles, videos and worksheets that walk traders through important trading topics. Traders can also now watch short video vignettes with Schwab Trading Specialists sharing their viewpoint on various trading topics such as trading psychology, trading strategy, trade planning, trade performance, and starting to trade. New online webinar and branch workshops have also been introduced, including “Investor’s Path to Trading,” “Trade Management: Managing Risk to Preserve Capital” and “Stock Selection: The Schwab Way.”

Schwab also continued to expand its “Trader’s Lunch Q&A,” an interactive webcast hosted every Thursday featuring a 15-20 minute review of the week’s market and sector activity from a technical analysis perspective. Following the market update, attendees can participate in a special Q&A session on trading-related topics that vary from week to week. Clients can access all of this and more at Schwab’s online Learning Center.

For more information about Schwab’s trader education offering, visit

Schwab provides traders with cutting-edge trading platforms and 24-hour access to experienced trading specialists, with no minimum trade requirements. For more information, please visit or call 888-245-6864.

Follow us on Twitter: @Schwab4Traders.

About Charles Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.

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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at and

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Charles Schwab
Erin Montgomery, 212-403-9271

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