About this Event
Please join Holly Walsh of Holly Walsh Photography and Lisa Picillo, MBA, CFP® of Spinnaker Asset Management, for a complimentary Living and Legacy planning seminar. This event bridges the gap between financial planning and personal legacy creation. Legacy planning includes thoughtful consideration of how you want to be remembered and strategic financial planning to ensure your loved ones will be cared for. It also encompasses preserving and sharing your family's stories and values for future generations through legacy photography. By combining financial planning with legacy photography, individuals can ensure that their financial assets are managed according to their wishes while preserving and sharing their personal and family narratives through visual storytelling. This comprehensive approach allows individuals to leave a meaningful and lasting legacy for their loved ones.
Whether you're just starting to think about your future or looking to refine your existing plans, this event offers valuable insights for everyone. Don't miss this opportunity to learn how to secure your financial future while creating a meaningful personal legacy.
See you there!
Holly and Lisa
Event Venue & Nearby Stays
250A Centerville Rd suite 2, 250A Centerville Road, Warwick, United States
USD 0.00