Plan Well. Live Fully. Leave a Legacy.
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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.

By SilverSavvy

Date and time

Saturday, June 21 · 9am - 2:30pm EDT

Location

201 Jones Rd

201 Jones Road Waltham, MA 02451

Agenda

9:00 AM - 9:15 AM

9:00 – 9:15 AM | Welcome & Opening Remarks

Laura Lynn Morrissey, SilverSavvy

Overview of the workshop and goals Why life care, financial, and estate plans must work together What you’ll walk away with today

9:15 AM - 10:30 AM

Life Care Planning: Planning for Independence & Quality of Life

Laura Lynn Morrissey, SilverSavvy

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 ho...

10:30 AM - 10:45 AM

Break / Networking

10:45 AM - 12:00 PM

Wealth Management: Financial Planning for Longevity

Joanna Antonopoulos, CLU, CFP, Atlantic Planning Group

Cherilyn Taylor, Financial Professional, New York Life

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 - 2:00 PM

Estate Planning: Protecting Your Wishes & Your Legacy

Artika Angel, Attorney, Estate & Elder Law Advisory

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 ...

2:00 PM - 2:30 PM

Wrap-Up & Q&A Panel

Laura Lynn Morrissey, SilverSavvy

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 ...

About this event

  • Event lasts 5 hours 30 minutes

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.

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Organized by

SilverSavvy

SilverSavvy helps adults plan with clarity—connecting life care, finances, and legacy into one thoughtful roadmap. We host guided workshops and educational events in partnership with world-class professionals in financial strategy, estate law, and long-term planning—including advisors from New York Life, Atlantic Planning Group, and leading estate attorneys. Together, we help you make informed decisions before a crisis makes them for you.

Learn more: www.silversavvy.com

FreeJun 21 · 9:00 AM EDT