Schaeffer Financial, LLC

CONNECT

Address:

4612 Great Oak Road
Rockville, MD 20853

Phone:

(301) 933-5550

Fax/Other:

(301) 861-0789

Events

Schaeffer Financial in the Community

Karen is a regular lecturer at various government agencies including:

  • Census Bureau
  • Defense Logistics Agency
  • Defense Security Systems
  • Dept of Defense
  • Dept of Energy
  • Dept of Health and Human Services
  • Dept of Justice
  • Dept of Treasury
  • Environmental Protection Agency
  • Federal Drug Administration
  • Federal Highway Administration
  • Government Accountability Office
  • MD Society of Accountants
  • NASA
  • National Institutes of Health
  • National Institute of Standards and Technology
  • National Oceanic and Atmospheric Administration
  • National Security Administration
  • Nuclear Regulatory Commission
  • Office of the Secretary of Defense
  • Tricare
  • US Air Force
  • US Army
  • US Navy
  • US Bankruptcy Court Judges
  • US Magistrates Judges
  • US Marshall's Service
  • US Postal Service - Office of the Inspector General
  • US Secret Service
  • Washington Headquarters Services
  • Western Area Power Administration

Karen is regularly requested as a speaker

  • Institute for Financial Planning Conference – Newport, Wales – September 2010
  • Financial Planning Association Annual Conference – Denver, CO – October 2010
  • Academy of the Holy Cross – Kensington, MD - November 2010
  • FPA National Capital Area Winter Symposium – Washington, DC – January 2011
  • FPA National Capital Area Spring Symposium – Washington, DC – May 2011
  • Academy of the Holy Cross – Kensington, MD – March 2011
  • Institute for Financial Planning Conference – Southeast, England – June 2011
  • Financial Planning Institute Annual Conference - Johannesburg, South Africa – June 2011
  • Financial Planning Association Annual Conference – San Diego, CA – September 2011
  • College for Financial Planning Annual Conference – Las Vegas, NV – April 2012
  • Financial Planning Association Annual Conference – San Antonio, TX – September 2012

 


Schaeffer Financial in the News

  • Retirement counselors: Growth curve steepens – Washington Business Journal by Deborah Durham-Vichr – 5/1/00
  • CFP Board moving out of Denver HQ – Denver Business Journal – 4/11/07
  • Where to Find A Decent Return – Washington Post by Heather Landy – 12/28/08
  • On the Brink of Losing the House -- and the Down Payment – Washington Post by Nancy Trejos – 11/9/08
  • It's a House, Not a Retirement Fund – Washington Post by Elizabeth Razzi – 9/30/07
  • Wanna Talk Money? – Washington Post by Nancy Trejos – 3/2/08
  • It's More Than a Mortgage – Washington Post by Mary Ellen Slayter – 9/6/08
  • A year when savings trumps investing – Christian Science Monitor, Vol 101 Issue 65 by Kathleen Connell – 3/2/09
  • Grim diagnosis isn't a license to splurge – USA Today – 10/19/07
  • TEN TO-DOS BEFORE YOU RETIRE – Secrets of Successful Retirement (book) by Beth Brophy – 2004
  • Financial facts for expats – Kiplinger’s Personal Finance Magazine by Ronaleen R. Roha – Feb 1996
  • “Ask the Expert” – The Washington Post – 3/23/08 and 5/18/08

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck