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 and speaking engagements.
Webinars and Podcasts:
ZebraSmash podcast with Roger Pine, CFP® and Ben Birken, CFP®, “Financial Planning Unplugged (From Investments) with Holly P. Donaldson,”
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/.
NAPFA Cutting Edge Webinar, “Tools and Resources in End-Of-Life Planning,”Available for purchase at https://www.napfa.org.
Teleclass Interview with Dori Mintzer, Ph.D. (http://www.revolutionizeretirement.com) “Ten Essential Questions to Ask Re: Money and Lifestyle,” Listen at: http://InstantTeleseminar.com/?eventid=54337467
NAPFA Genesis Webinar, “Fast and Slow Thinking in Prospective Client Conversations,” Available for purchase at https://www.napfa.org.
FPA Experience recording of live, “Planning During Advanced Illness: Insurance and Estate Planning at the End of Life.” Available for purchase at www.fpanet.org
Interview with John A. Warnick, “Fast and Slow Thinking in Client Conversations,” Purposeful Planning Collaborative. Email firstname.lastname@example.org for link.
NAPFA Midwest Study Group Webinar, “Fast and Slow Thinking in Client Conversations.” Available for purchase at https://www.napfa.org.
Internet radio interview with Bhaj Townsend (http://focusyourlifetip.wordpress.com) on “The Four Ms of Money,” Listen at: https://docs.google.com/open?id=0BwgM67jNXXi-WVQ5VzNvOE5YM1E
Podcast interview with Laura Mattia, “Windowpanes To The Money Soul,” Women’s Money Empowerment Network.
Quoted In: The Wall Street Journal, Financial Planning Magazine, NAPFA Advisor Magazine, InvestmentNews, Financial Advisor, More, and Money magazines
WSJ.com article on Holly’s investment manager selection process using RFPs (Requests for Proposal): https://on.wsj.com/2MtU2oo
Book: Planning for the Challenges of Aging, Healthcare and Special Needs by Lewis J. Walker, FPA Press
Radio Guest: Kent On Money with Prof. Kent Smetters, Sirius XM 111, http://www.kentonmoney.com
Headspace.com – by Susan Johnston Taylor, “How to Splurge Mindfully.” https://www.headspace.com/blog/2016/05/20/how-to-splurge-mindfully/
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 forCarebridge, 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