Events
2016 10/20/16: Financial and Legal Professionals Roundtable
"Understanding the DOL Fiduciary Rule"
The DOL's fiduciary rule may be the biggest regulatory change in the financial services business since the mid-1970s. Find out what it means to you and your retirement savings as Glen Roter from Edward Jones Investments presents at this month's Financial and Legal Professionals Roundtable.
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 over 20 years; 17 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 Oct 20, 2016
7:30 AM - 9:00 AM CDT
Thursday, October 20, 2016
7:30 a.m. - 9:00 a.m.
Location
Oakton Park Community Center
2nd Floor Meeting Room
4701 Oakton Street
Skokie, IL 60076
Fees/Admission
This event is FREE to attend. Please RSVP.
Contact Information
Skokie Chamber of Commerce (847) 673-0240
Send Email