Upcoming Client Events
The Family Love Letter July 8th at 10:30 am HST
Often, it is more enjoyable to live in the present, but planning for the unexpected is equally important. We invite you to participate in our webinar to learn how to write one of the most powerful love letters for your loved ones.
We are bringing you Donna Pagano, the author of the Family Love Letter to guide you through its importance. Multigenerational planning is at the core of what we do at Island Wealth. This tool will help you to transfer vital information to your loved ones and help them to navigate through difficult times with a bit more ease.
Our clients who join us will receive a copy of the Family Love Letter workbook.
Past Client Events
Savvy Women, Smart Investors with Susan Kay
On May 12th we invited you to participate in an empowering webinar geared specifically for "sandwich generation" women. Nationally recognized speaker, Susan Kay, shared ideas and resources focused on three important areas--understanding your parent's needs, raising financially capable kids, and overcoming the challenges of preparing for your own financial future.
We received a great deal of positive feedback from the attendees of our first virtual event with Susan Kay. One of the helpful planning tools mentioned was the Family Love Letter, written by Donna Pagano. If you are interested in learning more about this resource, please join us in a conversation with Donna in July!