Your Health and Wealth Future Begins Here: Webinar Starts In...
New FREE Estate and Financial Planning Webinar
"3 Essential Steps to Protect Your Legacy and Secure Your Financial Future"
Join Elijah Heath and Mara Shaughnessy in this free webinar as they share powerful strategies to protect your legacy, avoid costly financial blind spots, and build a secure future with Wills, Trusts, and more. Don’t miss out—watch on demand and secure your future today!
Join us on Wednesday, April 23rd at 6:00 PM EST / 5:00 PM CST.
Mara Shaughnessy,
ESQ, CDFA
Health Wealth Management, LLC
Elijah Heath
CFPⓇ, ChFcⓇ, CLUⓇ
Just Imagine Your Life in 2025 With a Bulletproof Financial Plan
Peace of Mind
Your estate is fully protected—Wills, Trusts, and Advance Directives are in place, giving you and your family total confidence and clarity.
Financial Control
You’ve eliminated blind spots and built a custom financial plan that grows with you—no more guesswork, just strategic decision-making.
Security for Your Loved Ones
Your legacy is secure, and your family won’t be burdened by legal complications or financial uncertainty when it matters most.
What You’ll Discover Inside This Powerful Webinar
Protect Your Legacy with Wills, Trusts & Directives
Learn how to safeguard your assets and ensure your wishes are honored by setting up essential legal documents like Wills, Trusts, and Advance Directives—no matter your stage in life.
Uncover Hidden Financial Blind Spots
Discover the most common financial oversights that could jeopardize your future—and how to avoid them with smart, proactive planning.
Build a Future-Proof Financial Plan
Get expert tips on creating a clear, sustainable plan that supports your goals, protects your family, and grows with you over time.
Understand the Power of Estate Planning Early On
Learn why starting your estate planning now—before a crisis hits—can make all the difference in protecting your loved ones and avoiding unnecessary legal complications.
Make Confident Financial Decisions
Gain clarity and confidence in your financial journey by understanding how every decision fits into your overall plan—and how to stay on track no matter what life brings.
About Us
You are the reason Heath Wealth Management exists today. It’s your specific needs, your unique requests of financial professionals you work with, your life goals that drive us to do the work that we do.
After decades of working with our valued clients, the team of advisors here has grown to love coming to work every day. Working as independent advisors, we’re able to closely align with our primary goal of providing comprehensive financial planning solutions for every individual, regardless of socioeconomic status.
Together, we’ll get to the root of the challenges you’re facing and come up with effective solutions. We’ll help take ownership of your plan, become empowered, and execute it. When you work with us, we’re with you every step of the way.
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In the spirit of transparency and integrity, we do present a special offer at the end of the training—but only if you'd like support implementing the strategies discussed. Is it required? Absolutely not. Will you gain valuable insights even if you don’t take the offer? 100% yes. Some attendees will take what they learn, apply it on their own, and see success. Others may choose to work directly with us to get results faster. Either way, we encourage you to join us, enjoy the free webinar, and take action on what you learn!
DISCLAIMER: The information presented in this webinar is for educational purposes only and is not intended as individualized legal, tax, or financial advice. Please consult your own legal or financial advisor regarding your specific situation. Generational Wealth of Tampa Bay, Health Wealth Management, and LPL Financial do not provide legal or tax advice. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Generational Wealth of Tampa Bay and Health Wealth Management are separate entities from LPL Financial.
Results shared in this training are based on individual experiences and are not typical. Every financial situation is unique and results will vary based on background, effort, and commitment. All financial planning involves risk, and consistent effort is required to see results. If you're not willing to accept that, please do not attend this training.