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Personal Financial Planning

GES 211 -- 40 hours

Instructor Bio

I (Gary Tagtmeier) am a CPA (Certified Public Accountant) and had my own accounting practice for over ten years and had all different types of clients. I had doctors, dentists, lawyers, truck drivers, electricians, and I found across the board, it doesn’t matter what a person’s education level is...most people just don’t know a lot about personal money management.

Then on September 21, 1980, I saw an article in the Chicago Tribune and it talked about how people have to be careful going to financial seminars because usually the person putting on the seminar just wants to sell you something. Have you ever gotten one of these notices in the mail that says you’re invited to a “free” seminar? And now, lots of financial planners are even inviting you to a “free” dinner seminar. But as we know, there’s no “free” lunch. Some of the things we’ve seen happen in the financial services industry over the last thirty years (scandals, financial settlements, etc.), require you to be really careful about who you trust.

So that was the start of Financial Awareness Institute in 1980, with a concept that we do not offer any legal, tax, insurance or investment products or services of any kind. Our concept is to provide completely objective education in personal money management and financial planning.

Gary Tagtmeier Professional Background:
• Certified Public Accountant
• Registered Investment Advisor Principle
• Licensed Real Estate Broker (inactive)
• Member: American Institute of CPA’s
• Member: National Association of Realtors
• Member: Employee Assistance Professional Association
• Member: National Speakers Association



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