Hi Albert-
Here's the link to Schwab's workshops.
http://www.schwab.com/public/schwab/...nch_workshops#
Here's one that might be what you are looking for:
Advice at Schwab
Learn key concepts to build and maintain a diversified portfolio along with the range of investment help and guidance available through Schwab. From a managed mutual fund or Exchange Traded Funds to guidance from a local advisor, we will explore the level of investment help that may be right for you.
Speaking of diversification... my bond knowledge kinda sucks so I am taking the following workshops.
Practical Bond Strategies
As an investor, you may be asking: Should I invest in bonds? Should I worry if interest rates rise? How can I generate income? In this workshop, we'll address the potential risks and rewards of bond investing and provide a guidance framework you can use to build a sound bond portfolio.
Muni Bonds: Investing Wisely Today
Tax-free returns. Relative safety. Convenience. There are many reasons to include municipal bonds in your portfolio. At this workshop, we’ll provide an update on the current fixed income environment, with a special focus on the municipal markets. We’ll also review the risks and rewards of investing in municipal bonds, and share our fixed income tools and resources, so you can make well-informed decisions.
Bond Investing: Beyond the Basics
Concerned about the bond market and how it might impact your portfolio? Do you want to become a savvier bond investor? Learn about the structure of the bond market, sophisticated investing strategies, and tools to help you invest with confidence.
Other brokers likely have similar training, I just happen to be comfortable with Schwab's no sales pitch approach.
