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About Us>> Press Coverage and Speaking Engagements
Wall Street Journal - Holly spoke to the Wall Street Journal's Financial Adviser blog reporter, Zack Anchors, on the "Primacy of Estate Planning." See the full article here. (August 2010)
InvestmentNews email newsletter (February 2008)
Financial Advisor magazine (January 2008)
More magazine (November 2007)
In the news:
Featured Speaker at:
National Conference of the Alliance of Cambridge Advisors on "No One Saw It Coming" (Economic update speaker) - October 2009
Sunshiners Rotary on "Risky Business" (March 2008)
Downtown Tampa Rotary on the Fed and the banking system (February 2008)
South Tampa Chamber of Commerce on "Risky Business - Remaining Rational when making decisions about Risk" (February 2008)
Conducted Workshops on:
When Logic Leaves the Room: Conversations About Money
An interactive workshop presented to a NAPFA Study Group on March 15, 2011 in Washington DC. .
Roadblocks in the Estate Plan at the NAPFA National Conference in Chicago (May 2010)
NAPFA Northeast Regional Conference on "Business Models for Fee-Only Financial Planners" (November 2009)
Behavioral Finance, Workshop for Small Business Owners at Greater Tampa Chamber of Commerce (March 2008)
Continuing Education Workshop on The Fed and Monetary Policy conducted for the Florida Roundtable of Practicing CPAs (July 2007)
Conducted workshop on Public Speaking at Sandler Sales Institute (June 2007)
Holly Thomas has been a member of Toastmasters for many years and achieved the organization's highest ranking, that of "Distinguished Toastmaster." Click here to learn more about Toastmasters.
Holly belongs to the Highrisers Toastmasters club which meets at 7:45 am on Wednesdays. If you'd like to see what it takes to become a Toastmaster, you are welcome to attend. Check the club's web site for details and directions.
Speaking of Public Speaking
Holly P. Thomas, LLC | Ph: 813.489.1700 | 1901 W. Cass Street | Tampa, FL 33606 | www.hollypthomas.com
Copyright 2010 Holly P. Thomas, LLC.
Disclosure Brochure
Recent presentation:
When Logic Leaves the Room: Conversations About Money
Holly presented this interactive workshop to the NAPFA National Conference on May 19, 2011, in Salt Lake City, UT,
Lifestyle Planning Workshop
Holly conducted a workshop for the benefit of USF Women in Leadership and Philanthropy. This workshop will explore questions related to what makes us happy, how we stay healthy, and what home means to us, then go on to map Lifestyle Goals to Money Goals, with a takeaway for each participant. April 20, 2011 in Tampa.
