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Learning about Life: Helping Others as a Financial Planner

Date:
Thursday, September 12th
Time:
7:00 pm - 8:15 pm

Event Description

Learning about Life: Helping Others as a Financial Planner

Financial Planning Speaker Series:  Tammy Wener, CFP and ISU alum with a degree in finance, is co-founder of RW Financial Planning in Lincolnshire, Illinois.

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.”

Tammy earned a BS in Finance from Illinois State University and an MBA from DePaul University. Outside of her firm, Tammy serves on the board of a local not-for-profit organization dedicated to improving the comfort and quality of life for children with special needs, is a volunteer tax preparer for the Center for Economic Progress, serves on the Board of Directors for the Financial Planning Association of Illinois and is a member of Exclusive Professional Women’s Networking Group. She enjoys spending time with family and friends and is an avid reader and a CrossFit enthusiast.

Date: September 12, 2019
Time: 7:00 – 8:15 pm
Location: Caterpillar Auditorium – State Farm Hall of Business

If you will need special accommodations, please contact the event organizer.

Organizer

Institute for Financial Planning and Analysis
Phone:
(309) 438-2827
Email:
edgar.norton@illinoisstate.edu
Website:
https://business.illinoisstate.edu/ifpa/

Venue

State Farm Hall of Business
410 S. University Street
Normal, IL
Room:
Caterpillar Auditorium | SFHB