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Money Smart Week, April 21 – April 28, 2018

  |   Community Events, Financial Planning, Investment Planning

Free financial planning event for  all…

Monday, April 23rd Event at the Harold Washington Library, Chicago

Money Smart Week began as a coordinated effort of the Money Smart Advisory Council, a group of 40+ Chicago-area organizations working together to promote personal financial literacy.  The result of that initial effort was six days in 2002 offering free presentations, all designed to help consumers learn to better manage their personal finances.  Since then, Money Smart Week has become a national event.

The Financial Planning Association of Illinois and the Chicago Public Library have partnered to provide a unique event on Monday, April 23 at the Harold Washington Library in Chicago, 12:00 pm – 3:00 pm.  In addition to a  basic investing presentation (delivered by the excellent speaker Christine Benz, Director of Personal Finance at Morningstar), more than a dozen CERTIFIED FINANCIAL PLANNER™ professionals will be available to provide one-on-one financial planning advice to attendees.  There are no strings attached, and attendees are welcome to bring their questions on budgeting, insurance, debt, general investments, employer benefits, and more.

As the Director of Public Awareness for the FPA, I am responsible for coordinating this event and would greatly appreciate your help in promoting it.  We would like as many Illinois residents as possible to take advantage of the free advice offered!  Please click here for a link to the event, which you are welcome to forward to others and/or post on social media, and click here and here for a flyer to distribute.  Thank you, in advance, for helping to spread the word!

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.”