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SUMMARY:Financial Planning 101
DESCRIPTION:Join us for an engaging and educational evening dedicated to building a solid financial future. \nWhether 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. \nA step-by-step framework for designing your financial future:\n– 🔨 Foundation – Organizing your cash flow\, savings\, and emergency plan\n– 🧱 Framework – Investments\, insurance\, and retirement planning\n– 🏠 Roof – Estate planning\, tax strategy\, and long-term goals \n👤 About the Presenter \nJames E. Holland\, MSBA\, CFP®\, FRCsm\nFounder 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. \n  \nReserve your seat today.  Spots are limited!\nEvent location:  Business Resource Center\, 269 N Main St\, Bishop\, CA 93514 \nBrought to you by Eastern Sierra Land Trust\, Small Business Center and Holland Strategic Wealth Advisors
URL:https://eslt.org/event/financial-planning/
LOCATION:Business Resource Center\, 269 N Main St\,\, BISHOP\, CA\, 93514\, United States
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