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Chicago Financial Planning Day

  |   Community Events, Financial Planning

Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners.

As the Director of Public Awareness for the Financial Planning Association of Illinois, I am proud to share a unique opportunity with you: Chicago Financial Planning Day.

One-on-One Counseling and Workshops

With a shared vision in mind, four national non-profit organizations – Certified Financial Planner Board of Standards, Inc.®, Financial Planning Association®, the Foundation for Financial Planning, and the U.S. Conference of Mayors – have joined forces to offer this event; a ground-breaking program designed to unite the collective resources of the financial planning community and city governments nationwide to assist Americans in need of financial guidance.  This will be done through a series of free Financial Planning Day events – 23 to be exact – that are planned for the month of October across the country.

Here in Chicago, the event will take place Saturday, October 14th at the Harold Washington Library, 10:00 am – 2:00pm.  CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise, will be available to provide free one-on-one counseling and classroom-style educational presentations addressing key personal finance topics such as retirement planning, basic investing, and tax planning. There are no strings attached – volunteer financial planners will not sell products or services, give out business cards, or take down names.  Local journalist and author, Mark Miller, a nationally-recognized expert on trends in retirement and aging, will kick off event with suggestions for pragmatic, sensible planning.

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Do you know someone who isn’t quite sure how to manage their finances and could really benefit from some free advice?  If so, encourage him or her to register for the Chicago Financial Planning event today.

AUTHOR - Tammy Wener

As co-founder of RW Financial Planning, Tammy oversees the financial planning process for all clients and manages the day-to-day operations of the firm. She truly enjoys getting to know her clients and is not shy about asking questions. Tammy has 15+ years of experience in the financial planning and estate planning fields and has worked with a broad range of clients including: couples simultaneously planning for financial independence, caring for their parents, and saving for college; newly widowed and divorced women looking to become more financially literate; young couples just starting out; families juggling the demands of a child with special needs; and financially independent individuals and couples exploring “what comes next.”