Event

JULY 11 • 12 PM - 1 PM

Retirement & Tax Saving Strategies for REALTORS®

In this seminar you will learn:

  • The benefits of having a Certified Financial Planner 
  • The importance of having a financial plan
  • Investments and services
  • Choosing the right IRA
  • Making the most of your retirement savings
  • SIMPLE IRAs
  • Simplified employee pension plans
  • Profit sharing plans
  • Owner K (solo 401k plan)

Lunch provided by Rich Scheflow, CFP with Edward Jones

Date & Time
Wednesday, July 11, 2018
12:00 PM - 01:00 PM
Add to Calendar 20180711T170000Z 20180711T180000Z UTC Retirement & Tax Saving Strategies for REALTORS® Retirement & Tax Saving Strategies for REALTORS® Downers Grove Office - 6655 Main St, Downers Grove, IL , 60516 Downers Grove Office Add upcoming event to calendar.
Location
Downers Grove Office Classroom B
6655 Main St
Downers Grove IL 60516
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Format

In-Person

Price
Free Event

Speakers

Rich Scheflow
CFP, Edward Jones

Rich Scheflow is a financial advisor for Edward Jones.  His office is located in historic downtown Palatine in the Hummel Building above Emmett's Resturant.

Rich graduated from the University of Illinois in 2004 with a bachelor's degree in finance and was a small-business owner from 2004-2013 before making a career change to Edward Jones.  In March 2017, Rich earned h...

Rich Scheflow is a financial advisor for Edward Jones.  His office is located in historic downtown Palatine in the Hummel Building above Emmett's Resturant.

Rich graduated from the University of Illinois in 2004 with a bachelor's degree in finance and was a small-business owner from 2004-2013 before making a career change to Edward Jones.  In March 2017, Rich earned his CPF® professional designation.  The CFP Board awards certification to individuals who meet the board's requirements for professionalism in financial services adn agree to abide by the CFP Board's Code of Ethics and Professional Responsibility.  

Rich began investing before he could drive and has always had a passion for helping and educating others.  Edward Jones has been a perfect fit allowing me to serve families here in the community while being backed by the support of a Fortune 500 company.

Rich lives in Elk Grove Village with his wife, Nicolem and their three children.  Rich enjoy's running, fishing, golfing, and traveling with his family.  Rich has been involved in the Palatine Chamber of Commerce, Palatine Lions Club, and Suburban Illini Club.