Seminar Offers Insights, Advice for Financial Planning

Interested in hearing what the experts are predicting for the 2012 financial markets after a turbulent 2011?

At the 2012 Annual State of the Markets Seminar, attendees will hear from Jeannie Holliday and Jodi Perez, co-owners of in Land O' Lakes, about what the financial indicators are telling investors they can expect in the new year.  

The seminar will be held Feb. 29 at the Independent Financial Services office at 20635 Amberfield Dr., Suite 102 in Land O' Lakes.

The seminar will be offered twice, once from 10-11:30 a.m. and then again from 5:30-7 p.m. 

Refreshments will be served. Seating is limited; register in advance by calling 888-811-1817 or 813-908-2701.

About the owners:

Co-owner Jeannie Holliday, CFA, CDFA, Financial Advisor, has more than 25 years experience in the financial services industry, according to a press release.

Holliday is a Chartered Financial Analyst (CFA) which signifies her extensive knowledge of accounting, equity analysis, fixed-income securities, economics and portfolio theory, a press release stated.

She also is a Certified Divorce Financial Analyst, which allows her to help divorcing couples by developing comprehensive insight of the short and long term financial effects of divorce, the release stated.

Co-owner Jodi Perez has more than 25 years experience in the financial services industry. She is a Certified Financial Planner (CFP), which signifies her extensive knowledge of returement planning, estate planning, insurance planning, education planning and portfolio analysis, according to a press release.

Perez has been a member of the National Financial Planning Association since 1992, and stays up-to-date with all important tax, retirement and investment updates and changes that may benefit her clients, the release stated.