NAFE San Antonio
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Financial Planning for Women - Why it is so important and how to get started

  • Wednesday, July 12, 2017
  • 11:30 AM - 1:30 PM
  • Old San Francisco Steak House


  • This fee is for members only who PRE-PAY. Please note that members who do not PRE-PAY through this system will pay $27 at the door.

    If you are logged in and bringing a guest, please register your guest as a non-member or log out and register your guest separately as a non-member. Any non-member fees owed will be collected at the door. Thank you!
  • This registration option is for those members who prepaid their lunches for the year.
  • Please note that non-members who do not PRE-PAY through this system will pay $32 at the door.
  • If you are a Sponsor who receives free luncheon invitations, please choose this registration and enter your Registration Code below.

Registration is closed


    Tammy L. Swann
Financial Planning for Women

Why it is so important…and how to get started.  Women face unique challenges when it comes to saving for the future.  Join me for this important, informative presentation.

Attendees will learn:

·        Why women should make financial planning a priority

·        The challenges women face when it comes to retirement planning

·       Pitfalls to avoid when saving for the future and how to get started


Tammy is a Series 7, 66 and 24 Principal Securities Licensed Consultant and holds a Group 1 Insurance license along with the AIF®(Accredited Investment Fiduciary) designation.  Tammy’s primary practice focus is connecting with women-single, married, divorced or widowed to help them gain a better understanding of their finances.  In addition to managing her own practice, Tammy also serves as Branch Director for Upstream Investment Partners’ San Antonio locations.      

**All served w/ dinner rolls & butter/tea & water**
Italian Garden Salad
Romaine Lettuce with Tomatoes, Carrots, Cucumbers, Banana Peppers, Olives, Garlic Croutons and Feta
With Italian Vinaigrette
Lemon Grass Infused Chicken
Grilled Chicken breast with Lemon Garlic Sauce
Cilantro Rice Pilaf with Peppers & Corn
Green Beans Italiano
Rolls & Butter
Pineapple Upside down Cake

**Coffee upon request**

Please note that in order for us to meet RSVP requirements from Old San Francisco (OSF), the prepay registration option will end at 5:00 PM on the Friday before the meeting. If you miss online registration, you can still attend as a walk-in. We are unable to accept special meal requests or guarantee your meal if you have not RSVPed. 

2017 Non-Profit of the Year

Girls Inc.

Let's help girls in STEM!  We are asking for donations for Girls Inc.

About Girls Inc.

We believe that girls deserve a supportive and experiential environment where they feel invited and encouraged to join the fun of discovering the world around them and where they can prove to themselves that they do like and can be good at science, technology, engineering, and mathematics (STEM); it’s essential to girls persisting in STEM education and preparing for lucrative STEM careers that most of them would otherwise never consider.

Wish List

  • Markers
  • Construction paper
  • White Cardstock
  • Coloring books
  • Puzzles
  • Mason jars – large and small
  • Pipe cleaners
  • Glue- school glue and tacky glue
  • Butcher paper (colored)
  • Poster boards
  • Pens – black and blue ink
  • Pencils
  • Notebook paper
  • Drawing paper
  • Clothes pins
  • Popsicle sticks – regular and jumbo
  • Tape – masking, scotch, double stick and duct-tape (with designs)
  • Large erasers
  • Crayons
  • Electric pencil sharpener
  • Tempera paint – various colors
  • Scissors- student and adult size
  • Plastic coffee can lids (or something similar)
  • Thread spools
  • Plastic bottle caps

 Join NAFE

The National Association for Female Executives (NAFE) was founded in 1972 and is one of the largest women’s professional associations in the United States. The organization has a rich history of providing education, networking, and public advocacy to empower its members to achieve career success and financial security. Members are women executives, professionals, business owners and others who are committed to NAFE's mission: The advancement of women in business.
    NAFE SA is seeking Committee volunteers to help cultivate our San Antonio chapter.  Please join us at our luncheons to network and collaborate with us as female executives of today and tomorrow embarking on the new year of possibilities.

    Check-In Procedures:

    1. There will be two entry lines - one for pre-payment via PayPal and one for payment at the door.   
    2. Name badges for NAFE SA members are provided in membership package.  Please bring you badge to the networking event.
    Please Note: In order for us to meet RSVP requirements from Old San Francisco Steakhouse, the prepay registration option will end at 5pm on the Friday before the meeting. If you miss online registration, you can still attend as a walk-in. 


    Meeting Location:

    Old San Francisco Steak House
    10223 Sahara St
    San Antonio, Texas 78216
    Lounge Room

    (210) 342-2321


    There is ample parking in the front parking lot at OSF.

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    NAFE San Antonio PO Box 461506
    San Antonio, Texas 78246

    Thank you to our Platinum Sponsors:


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