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Young Professionals FOCUS
Date: March 14, 2012
Time: 11:30 AM - 1:00 PM
Event Description
Williamson County Young Professionals
FOCUS Event
Presented by
Wednesday, March 14
11:30 am - 1 pm
Jackson National Life Insurance Company
300 Innovation Drive, Franklin
Who Wants to Be a Millionaire?
Financial Success for Young Professionals
Speaker: Evan Barnard, Certified Financial Planner, Paul Winkler Inc., Lipscomb University
Evan Barnard, CFP, RFC has spent the past 21 years educating private investors and business owners on the basic, yet vital, principles that must be present in any sound financial situation. Mr. Barnard began his career in the financial services industry as a consultant to owners of expanding small and medium sized businesses throughout the western US and Canada, helping them regain financial control of their companies.
In a desire to develop longer-term relationships with his clients, as well as spend more time with his family, he transitioned into a private financial planning practice with American Express Financial Advisors, Inc. In 1998, Evan began working as a financial coach to his clients. He has lectured at numerous schools and businesses on investing and tax strategies, is a past contributor of both industry and non-industry publications and has served as adjunct faculty in corporate finance at Indiana University. When he joined Paul Winkler Inc., his firm had offices in Dayton, Ohio and Richmond, Indiana serving clients in Indiana, Ohio, Pennsylvania, Georgia, Florida and Montana.
Evan grew up in Texas and California. After graduating high school he enlisted in the Marine Corps infantry and then attended Texas A & M University on an NROTC scholarship. He received his BBA in Management and returned to the Marine Corps where he served six years as an infantry officer.
Luncheon Catered and Hosted by
Williamson County Young Professionals
FOCUS Event
Presented by
Wednesday, March 14
11:30 am - 1 pm
Jackson National Life Insurance Company
300 Innovation Drive, Franklin
Who Wants to Be a Millionaire?
Financial Success for Young Professionals
Speaker: Evan Barnard, Certified Financial Planner, Paul Winkler Inc., Lipscomb University
Evan Barnard, CFP, RFC has spent the past 21 years educating private investors and business owners on the basic, yet vital, principles that must be present in any sound financial situation. Mr. Barnard began his career in the financial services industry as a consultant to owners of expanding small and medium sized businesses throughout the western US and Canada, helping them regain financial control of their companies.
In a desire to develop longer-term relationships with his clients, as well as spend more time with his family, he transitioned into a private financial planning practice with American Express Financial Advisors, Inc. In 1998, Evan began working as a financial coach to his clients. He has lectured at numerous schools and businesses on investing and tax strategies, is a past contributor of both industry and non-industry publications and has served as adjunct faculty in corporate finance at Indiana University. When he joined Paul Winkler Inc., his firm had offices in Dayton, Ohio and Richmond, Indiana serving clients in Indiana, Ohio, Pennsylvania, Georgia, Florida and Montana.
Evan grew up in Texas and California. After graduating high school he enlisted in the Marine Corps infantry and then attended Texas A & M University on an NROTC scholarship. He received his BBA in Management and returned to the Marine Corps where he served six years as an infantry officer.
Luncheon Catered and Hosted by
