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Williamson County Young Professionals FOCUS
Date: March 13, 2013
Time: 11:30 AM - 1:00 PM
Event Description
Williamson County Young Professionals
FOCUS Luncheon
Presented by
Wednesday, March 13
11:30 am - 1 pm
Spark, Lipscomb's Idea Center
3252 Aspen Grove Drive, Suite 9
Franklin, TN 37067
Topic: Finances for Life
Speaker: Terri Bolden Ward, Certified Financial Planner, TrustCore
Terri joined TrustCore in 2005 after establishing her career as a successful financial planner in 1997 with another financial services firm in the area. She was born and raised in Nashville and graduated from Brentwood Academy. Terri attended Georgia Tech on an athletic scholarship where she graduated with honors, earning a Bachelor of Science degree in Management with certificates in Finance and Economics. During her Division-I athletic career, Terri was named to both the Athletic and Academic All-ACC Teams. She completed Belmont's Certified Financial Planner program and became a CFP practitioner in 2003.
In addition, Terri is a former board member of the National Association of Women Business Owners and a member of the Estate Planning Council. Terri and her husband, Jon, have two children and reside in Brentwood.
FOCUS Luncheon
Presented by
Wednesday, March 13
11:30 am - 1 pm
Spark, Lipscomb's Idea Center
3252 Aspen Grove Drive, Suite 9
Franklin, TN 37067
Topic: Finances for Life
Speaker: Terri Bolden Ward, Certified Financial Planner, TrustCore
Terri joined TrustCore in 2005 after establishing her career as a successful financial planner in 1997 with another financial services firm in the area. She was born and raised in Nashville and graduated from Brentwood Academy. Terri attended Georgia Tech on an athletic scholarship where she graduated with honors, earning a Bachelor of Science degree in Management with certificates in Finance and Economics. During her Division-I athletic career, Terri was named to both the Athletic and Academic All-ACC Teams. She completed Belmont's Certified Financial Planner program and became a CFP practitioner in 2003.
In addition, Terri is a former board member of the National Association of Women Business Owners and a member of the Estate Planning Council. Terri and her husband, Jon, have two children and reside in Brentwood.
