Canceled: Retirement Strategies for Your Life and for Your Loved Ones

New speaker just added! Join us for a presentation regarding the current status of Social Security and learn about strategies to maximize your Social Security benefit. Learn how to properly plan for and get help meeting the challenges of retirement and help planning by addressing these questions:

– What is today’s retirement reality?
– How do I define tomorrow?
– How can I prepare?

Americans are criticized for their lack of savings, but are low interest rates forcing individuals to make difficult choices about risk? And most importantly…how to help make sure you don’t outlive your assets.
This is a great opportunity for you to learn more about social security and retirement. Whether you are young or nearing retirement, there will be relevant information for you or for your parents.


Jeff Simon, CFP®

Branch Supervisor, Vice President – Investments
Wells Fargo Advisors, LLC, Member SIPC

Wells Fargo Advisors is not a legal or tax advisor.

Jeff has been in wealth management since 1994 and with Wells Fargo Advisors since 2012. He believes his values-based planning process is a comprehensive approach to living life with purpose, and assists client to build, preserve, and enjoy their wealth with confidence. In 1999, Jeff earned the CFP certification.

Jeff speaks and writes frequently on topics related to personal wealth management. He is a columnist for Chicago Lawyer magazine and a contributing author to the Women’s Bar Association of Illinois newsletter.

Jeff graduated from Southern Methodist University with a Bachelors of Business Administration in accounting. After working for two years as a CPA in public accounting with Ernst & Young, he attended the University of Illinois at Chicago, where he received his Masters of Business Administration degree with a concentration in finance and international business. Afterwards, he worked at Baxter International for five years in internal audit and international treasury and is currently a non-practicing CPA.

Jeff resides in Northbrook with his wife and three sons. Jeff likes to golf and to play basketball, touch football, softball, and an occasional old boy game of rugby.


James B. Schomburg, JD, LLM, MSFS

Consultant
Pacific Select Distributors, Inc., Member, FINRA & SIPC

Jim is a Senior Retirement Resource Group Consultant with Pacific Life Insurance Company. He has more than 17 years of industry experience. Prior to his current position, Jim worked as an advanced marketing attorney for other insurance and wealth management firms. He began his financial services career in the private practice of law, focusing on estate planning and administration, as well as family and real estate law.

Education

  • M.S Financial Services, THE AMERICAN COLLEGE, Bryn Mawr, PA
  • LL.M. Taxation, BOSTON UNIVERSITY SCHOOL OF LAW, Boston, MA
  • J.D. UNIVERSITY OF CONNECTICUT SCHOOL OF LAW, Hartford, CT
  • M.S. Clinical Social Work, COLUMBIA UNIVERSITY, New York, NY
  • B.A. English Literature, GEORGETOWN UNIVERSITY, Washington, DC

Specialized Training

  • Certified Retirement Counselor® (CRC®)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Advisor in Philanthropy (CAP®)
  • Chartered Life Underwriter (CLU®)

Licenses

  • Life and Variable Insurance – State of Connecticut
  • Securities (FINRA) – Series 6, 7, 24, 51 and 63

Bar admission: Connecticut


Event Details

Speakers: Jeff Simon, CFP® and James B. Schomburg, JD, LLM, MSFS
Date: To be determined