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Financial Planning 101
Have you wondered what a financial plan is and what goes into creating one? My seminar, Financial Planning 101 will teach you everything you need to know about the financial planning process, the valuable information you get from creating one, and the risks you take by not having one.

Oct 15, 2020 02:00 PM in Eastern Time (US and Canada)

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Speakers

Connor Holly, CFP®
Financial Advisor @Sage Rutty & Company
No matter how close—or how far—you are from retirement, having a solid plan in place is critical for your financial future. And while retirement may seem far away, it’s always closer than we think. Time flies and families grow. Things change, and it’s my job to help my clients prepare regardless of what life may bring.” Connor is a family man. He and his father, Wayne Holly, work together to provide clients with a focused financial plan that is tailored to their individual needs and personal preferences. Connor is also the head underwriter and manager of the Fixed Income Department, providing clients with tax free municipal bonds. A graduate of the State University of New York at Fredonia with a Bachelor of Science in Business and Finance, Connor is a Certified Financial Planner Practitioner™. He also sits on the Board of Directors for Big Brothers Big Sisters of Greater Rochester.