Daniel Rotter, CFP®

Job Title & Responsibilities: Financial Planner – responsible for understanding client’s financial goals – includes creating the plan and an implementation schedule

Topic Title & Objective Line

• Retirement Planning
• Risks of Retirement
• Tax-free Retirement

Presentation Style:   a. Facilitator: yes b. Teacher: yes c. Lecturer: yes

Audience Preference:

• Small group (under 50) : yes
• Medium group (50 to 100) : yes
• Large group (over 100) : yes

Relevance & Professional Development

• Education: BS Mechanical Engineer, MBA Finance
• Background & Experience: Business Owner, Sales Manager, consultant
• Teaching Experience: Retirement Income Planning Workshop – Naper Boulevard Library

Certifications – Certified Financial Planner, CFP®

Do you offer CEUs?  No

Fun facts about speaker

• Remembers when computers were programmed by wires, not words
• Has visited all 50 states
• Enjoys playing racquetball – more than 30 years