Holli Terry is passionate about financial
security and works for RBC Wealth Management.
As a former Kilgore College high school teacher,
a routine trip to the grocery store changed her
life. An encounter with an elderly woman
reminded Holli that she had to not only take
care of her family, but also herself. This
included financial well-being in her golden
years. Holli’s interest in saving, investing,
and retirement allowed her to begin teaching
Economics in her school. This became her
passion. Eventually, Holli took a leap of faith
and left her secure job in education for a more
volatile career in financial planning.
Currently, Holli is not only advising clients on
their financial investments, but she also
educates and motivates them along the way. She
truly has the
heart
of a teacher in the business of investments.
~ Through this educational event you will
learn:
~ Why women should be concerned about their
financial future.
~ What your financial values are and how to
live accordingly.
~ How to establish your financial stance
Important steps that women can take to overcome
the challenges of financial independence.
~ Women should attend this workshop if
they...
~ Want to take charge of their financial
future.
~ Would like help in establishing a
financial plan.
