Holly has been a featured presenter in diverse venues from professional associations to client appreciation events. Below is a sample listing of her press coverage, presentations, and speaking engagements.
Webinars and Podcasts:
“Helping YOU and Your Clients Through Stress, Fear, and Anxiety” with Melissa Hammel, CFP®, LMFT, Scott Frank, CFP® and Rick Kahler, CFP®, NAPFA Conversation Circle.
Financial Planning Unplugged (From Investments) with Holly P. Donaldson. Zebra Smash podcast with Roger Pine, CFP® and Ben Birken, CFP®.
Podcast Interview with Hannah Moore, CFP®, “So You’re a Financial Planner…Now What?” re: “Creative, Fee-Only and Successful” – http://financialplannerpodcast.com/creative-fee-only-and-successful/.
“Tools and Resources in End-Of-Life Planning,” NAPFA Cutting Edge Webinar,
Ten Essential Questions to Ask Re: Money and Lifestyle, Teleclass Interview with Dori Mintzer, Ph.D.
“Fast and Slow Thinking in Prospective Client Conversations.” NAPFA Genesis Webinar.
Interview with John A. Warnick, “Fast and Slow Thinking in Client Conversations,” Purposeful Planning Collaborative.
Zebra Smash podcast with Roger Pine, CFP® and Ben Birken, CFP®, 2018 FPA Retreat with Holly Donaldson.
Internet radio interview with Bhaj Townsend , “The Four Ms of Money.”
Podcast interview with Laura Mattia, Windowpanes To The Money Soul Women’s Money Empowerment Network.
Sample Press Quotations:
Quoted In: The Wall Street Journal, Financial Planning Magazine, NAPFA Advisor Magazine, InvestmentNews, Financial Advisor, More, and Money magazines
How To Help Your Parents with Finances Amid Coronavirus on helping aging parents with money in a pandemic, by Veronica Dagher, The Wall Street Journal.
Streamlining a Client’s Finances on Holly’s investment manager selection process using RFPs (Requests for Proposal) by Kelly Kearsley, WSJ.com.
Planning for the Challenges of Aging, Healthcare and Special Needs by Lewis J. Walker, FPA Press.
Why Advisors Go Active in Fixed Income, by Samuel Steinberger, wealthmanagement.com
Holly P. Thomas: View From the Porch, by David Marotta, Marotta on Money.
Financial Planning Workshop Example: Holly P. Thomas, MoneyHabitudes.com.
How to Splurge… Mindfully by Susan Johnston Taylor, Headspace.com.
Presentations:
Financial and Legal Planning for End-of-Life, (Guest Lecturer), University of South Florida Institute on Aging, Tampa, FL
The Psychology of Estate Planning: Clients, Indecision, and End of Life, Tampa Bay Estate Planning Council, Tampa, FL
Fast and Slow Thinking in Client Conversations, Colorado chapter of Financial Planning Association, Denver, CO
Planning with Advanced Illness, Columbus chapter of Financial Planning Association, Columbus, OH
Fast and Slow Thinking in Client Conversations, Columbus chapter of Financial Planning Association, Columbus, OH
Behavioral Economics and Client Conversations, Purposeful Planning Institute, Denver, CO
Fast and Slow Thinking in Client Conversations, FPA NorCal, San Francisco, CA
Understanding Dysfunctional Conversations, joint presentation with Ken Donaldson, LMHC, Nazrudin, Estes Park, Colorado
Behavioral Economics in Conversations, Nazrudin gathering of financial life planners, Estes Park, Colorado
Life Planning Workshop, Positive Aging Conference, Sarasota, FL
Planning During Advanced Illness: Insurance and Estate Planning at the End of Life, FPA Experience, Orlando, FL
Fast and Slow Thinking in Client Conversations, FPA of Orange County, Irvine, CA
Money and Happiness, BB&T and The McEwen Family Foundation, Tampa, FL
Our Relationship with Money Workshop: Investors Edition, Tampa, FL
Breakout Discussion of Thinking: Fast and Slow, Nazrudin annual retreat, Los Angeles, CA
When the Wave Hits: Helping Clients Navigate Coming into Money, NAPFA National Conference, Chicago, IL
Financial Lifestyle Planning Workshop, Quorum Hotel, Tampa, FL
Ten Elements of Financial Lifestyle Happiness, Tampa, FL
Handling Money in Tough Economic Times, EAP Breakout Session for Carebridge, Tampa, FL
Client Money Conversations, NAPFA National Conference, Salt Lake City, UT
Financial Lifestyle Planning and Your Number, University of South Florida Foundation and USF Women in Leadership and Philanthropy, Tampa, FL
No One Saw It Coming, National Conference of the Alliance of Cambridge Advisors, Sand Key, FL
Risky Business:Why We Make Irrational Decisions When It Comes to Risk , Sunshiners Rotary, Tampa, FL
The Fed and the Banking System, Downtown Tampa Rotary, Tampa, FL
Risky Business – Remaining Rational When Making Decisions About Risk, South Tampa Chamber of Commerce.