Events
2015 02/19/15: Financial and Legal Professionals Roundtable
"Retirements Plans For Your Business"
This month Glen Roter of Edward Jones Investments will present a full array of business retirement plans. These will include plans for the single business owner, small to mid-size company, and even for those companies with multiple locations and many employees. Some of these plans can be used for 2014, saving tax dollars now. Attend the Financial and Legal Professionals Roundtable to expand your knowledge of retirements plans that can be beneficial to your company or your clients.
Glen Roter is a Financial Advisor with Edward Jones Investments in Downtown Skokie. Edward Jones has been serving individual investors since 1922. From the office on Lincoln Avenue, Glen serves a wide variety of clients of all ages with various kinds of investing needs. From college planning, providing for retirement or just enjoying the “golden years”, Glen’s clients come in all stages of life, with the need for planning as a common denominator.
Glen grew up in Skokie in the District 68 schools and went on to Niles North and the University of Illinois in Urbana, where he earned a bachelor’s degree from the College of Business Administration. Glen has been in the business for 20 years; 15 of them have been with Edward Jones in Skokie. He is proud to be a partner of the firm.
The Financial and Legal Professionals Roundtable is open to all licensed professionals in the financial, insurance, banking, accounting, and legal industries. Each meeting colleagues will discuss and share information of importance to their specific field and lead a discussion on the issues within that segment of the industry as they relate to the broader profession and their clients.
If you would like to have the opportunity to lead us in a discussion or learn from industry experts about issues that will affect you and your clients while networking among leaders in the financial and legal industries, join us at the Skokie Chamber of Commerce & Industry Financial and Legal Professionals Roundtable.
Date and Time
Thursday Feb 19, 2015
7:30 AM - 9:00 AM CST
Thursday, February 19, 2015
7:30 a.m. - 9:00 a.m.
Location
4701 Oakton Street, 2nd Floor Meeting Room
Skokie, IL 60076 Oakton Park Community Center
Fees/Admission
This event is FREE to attend. Please RSVP.
Contact Information
Skokie Chamber of Commerce (847) 673-0240
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