Schwab has arranged for a limited number of rooms with special discounted rates for attendees of this event as a courtesy to those traveling, which can be arranged directly through the hotel. The negotiated rate of $350.00 per night + $52.00 Resort Fee, for a total of $402.00 per night for single/double occupancy. Additional guests (up to 2 additional, 4 total guests per room) can be added at an additional cost provided by the hotel. 

IMPORTANT NOTE: 
Hotel reservations are booked directly with the Sheraton Waikiki Beach Resort and not through Schwab. These rooms are on a first-come, first-served basis through the booking methods listed below. These discounted rates are available until October 30, 2026, or until the room block sells out. Guests are responsible for covering the costs for their hotel accommodations. Schwab does not have the ability to add additional rooms beyond the allocation already provided in our rooming block.

METHOD OF RESERVATIONS: Individual Call-in or email to Sheraton Waikiki Beach Resort

Reservations for the event are made by individual attendees directly with the Sheraton Waikiki Beach Resort at (808) 921-4611, Monday-Friday: 8am-4pm (HST); Saturdays, Sundays and Holidays: Closed.
The hotel's reservations team may also be reached by email - grp.00377@marriott.com 
To take advantage of the discounted rate, make sure to mention Charles Schwab Investing Education Workshop when making the reservation. 
If cancellation is made within seventy-two (72) hours of arrival, a one (1) night deposit will be retained as a cancellation. 
Hotel’s room rates are subject to applicable state and local taxes (currently 4.712% for General Excise Tax, as well as the current 14.0% Transient Accommodation Tax) in effect at the time of check-out. All taxes are subject to change without notice.
Rates will be available three (3) days prior and three (3) days after the Event Dates indicated in the Room Block, subject to availability of guest rooms at the time of reservation.

This workshop will be held in the Hawai'i Ballroom, located on the ballroom level.  Upon arrival, please have the event barcode found in your reminder email available for the team to scan to complete your check-in.

Please park in the "Self-Parking" area at the venue. Schwab will validate attendees parking in the self-parking area. Guests who choose to valet their vehicles or park in alternative locations will be responsible for those costs.  Overnight guests will be responsible for their own parking costs as well.

See below for the schedule of courtesy food and beverage items being provided to our attendees for full-day events.

Check-In | 8am - 9am
A light continental breakfast will be provided to attendees during the registration check-in from 8am-9am. We will provide Coffee, Decaf, Teas, and Fruits & Pastries. 

Morning Break | 10:20am - 10:40am
We'll offer a coffee & tea refresh during our morning break.

Lunch: 12pm - 1pm
For lunch, Schwab will provide a mix of prepared boxed lunches available along with assorted drinks. (Please just 1 per attendee)
 

Afternoon Break | 2:30pm – 2:50pm
We'll offer a coffee & tea refresh during our afternoon break.

Important Note:
Please note that specific food allergies or dietary needs might not be accommodated due to the nature of the program with standard meal options being provided.

When available, we will provide access to the Conference space Wi-Fi. We ask that attendees connect only 1-device (usually their laptop) to ensure all participants can join. We will also have power available at the tables in the Workshop Room for attendees to stay charged.

The Workshop Instructors will be utilizing the thinkorswim® Desktop Platform on their laptops. We recommend attendees bring a laptop with the thinkorswim® Desktop Platform downloaded prior to the event to ensure preparation for the event.

Our events combine theoretical knowledge with practical exercises led be our experienced education teams where we'll be using the thinkorswim Desktop platform during sessions. We'll also have several platform demonstration stations hosted by our Trading Solutions Teams. This will be available throughout the event for attendees to see first-hand the features & functions of thinkorswim to help you become more familiar with the award-winning platform.

There is no dress code for attending the event. Keep in mind the rooms tend to be chilly, so having a light jacket or dressing in layers is recommended.

Yes! You can find all resources for this event and your continued learning on the Resources page.