Plan Well. Live Fully. Leave a Legacy.

What if your care, finances, and legal plans weren’t connected—and no one knew your wishes? This free workshop helps you fix that.

About this Event


Plan Well. Live Fully. Leave a Legacy.

A guided workshop on Life Care, Wealth, and Legacy Planning – Designed with Intention

Most people believe they’re prepared for the future—until a crisis reveals the gaps. You might have a will. A retirement account. A power of attorney. But are all your plans truly working together—your care, your finances, and your legacy? This free, one-day workshop will help you connect the dots and take control of your future with clarity and confidence.

Hosted by: New York Life Insurance Company in collaboration with Atlantic Planning Group, SilverSavvy, and Estate & Elder Law Advisory

What You’ll Learn:

• How to stay safe, independent, and in control as you age
• How to financially prepare for care without draining your savings
• How to ensure your legal documents reflect your true wishes
• How to align your life care, wealth, and estate strategies into one cohesive plan

This Workshop Covers:

• Life Care Planning: Stay in your home longer, supported and secure
• Financial & Wealth Strategy: Prepare for the real costs of aging
• Estate & Legal Planning: Protect your wishes and reduce family stress

What You’ll Walk Away With:

• A Life Care Planning Starter Plan: Health, home safety, and crisis preparedness tools
• A Personalized Financial Roadmap: Income planning, care budgeting, and retirement strategy
• An Estate Planning Checklist: Key legal documents and next steps to protect your wishes
• Clarity and confidence to make informed decisions before a crisis occurs
• A curated swag bag including planning tools, printed resources, and a complimentary copy of the bestselling book Outlive by Dr. Peter Attia—a powerful guide to extending healthspan and living with intention

Meet Your Planning Team: This workshop is led by a team of professionals who combine expertise with compassion to help you take action:

• Laura Lynn Morrissey, Founder – SilverSavvy
• Joanna Antonopoulos - CLU®, CFP®, Atlantic Planning Group
• Cherilyn Taylor – Financial Professional, New York Life Insurance Company
• Artika Angel – Estate Planning Attorney, Estate & Elder Law Advisory

Event Details: Date: Saturday, June 21, 2025
Time: 9:00 AM – 3:00 PM (Includes breaks and lunch)
Location: 201 Jones Road, Waltham, MA 02451
Cost: Free to attend, but space is limited. Registration is required.

Who Should Attend? This workshop is ideal for individuals who:

• Want to stay independent and in control of their future
• Don’t want to leave financial or care decisions to family during a crisis
• Are unsure how their current financial, legal, and life care plans align
• Want a guided, expert-supported experience—not just a lecture

Reserve Your Spot Now
Space is limited to keep this workshop personal, interactive, and focused. Register today and start building your plan—before life makes the decisions for you.

Agenda


🕑: 09:00 AM - 09:15 AM
9:00 – 9:15 AM | Welcome & Opening Remarks
Host: Laura Lynn Morrissey, SilverSavvy

Info: Overview of the workshop and goals

Why life care, financial, and estate plans must work together

What you’ll walk away with today

🕑: 09:15 AM - 10:30 AM
Life Care Planning: Planning for Independence & Quality of Life
Host: Laura Lynn Morrissey, SilverSavvy

Info: Self-assessment: Identify blind spots in your life plan

Holistic wellness and home safety planning

Crisis preparedness and support systems

Technology for aging well

Working session: Draft your own home safety and crisis communication plan

🕑: 10:30 AM - 10:45 AM
Break / Networking

🕑: 10:45 AM - 12:00 PM
Wealth Management: Financial Planning for Longevity
Host: Joanna Antonopoulos, CLU, CFP, Atlantic Planning Group

Info: Planning for longer lifespans and real care costs

Smart income strategies and retirement planning

Working session: Map income sources and care-related expenses

🕑: 12:00 PM - 12:45 PM
Lunch and Networking

🕑: 12:45 PM - 02:00 PM
Estate Planning: Protecting Your Wishes & Your Legacy
Host: Artika Angel, Attorney, Estate & Elder Law Advisory

Info: Key documents: Wills, trusts, powers of attorney


Avoiding common pitfalls and protecting your legacy

Aligning your legal plan with your care and financial goals

Working session: Start building your estate planning checklist

🕑: 02:00 PM - 02:30 PM
Wrap-Up & Q&A Panel
Host: Laura Lynn Morrissey, SilverSavvy

Info: Final thoughts on integrating your life care, wealth, and legal plans

Where to go from here: resources, next steps, and support

Open Q&A with all presenters What You’ll Walk Away With:

A Life Care Planning Starter Plan

A Personalized Financial Roadmap

An Estate Planning Checklist

Confidence and clarity to move forward

Also check out other Workshops in Waltham, Health & Wellness events in Waltham.