Financial Planning 101
August 20 @ 5:30 pm - 7:30 pm
| FreeJoin us for an engaging and educational evening dedicated to building a solid financial future.
Whether you’re just getting started or looking to refine your strategy, this event will provide you with the tools to build a durable and resilient financial plan, like constructing a well-designed home.
A step-by-step framework for designing your financial future:
– 🔨 Foundation – Organizing your cash flow, savings, and emergency plan
– 🧱 Framework – Investments, insurance, and retirement planning
– 🏠 Roof – Estate planning, tax strategy, and long-term goals
👤 About the Presenter
James E. Holland, MSBA, CFP®, FRCsm
Founder of Holland Strategic Wealth Advisors, James brings over 20 years of experience in financial planning, encompassing real estate, tax, retirement, and investment strategy. He’s a trusted advisor known for making complex financial topics understandable, relatable, and actionable.
Reserve your seat today. Spots are limited!
Event location: Business Resource Center, 269 N Main St, Bishop, CA 93514
Brought to you by Eastern Sierra Land Trust, Small Business Center and Holland Strategic Wealth Advisors
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