Protect What You’re Building: Insurance Planning for Every Stage of Life
About this Event
The "Rich Life, Smart Plan" series.
Whether you just signed your first mortgage, you're growing your family, building your wealth, or starting to think about the legacy you want to leave behind, there comes a point when building is only half the equation — you also have to protect it.
Join Chelsea Starks, Keller Williams Gold Coast REALTOR® for an intimate, educational evening with Featured Speaker, Yolanda Colón, a Financial Services Professional with New York Life, as she breaks down some of the financial protection and planning conversations that are easy to overlook.. in plain English and with a no-pressure approach.
We'll talk about:
- 🏡 Term vs. whole life insurance — and what may make sense for different stages of life
- 🧓 Long-term care — why it can be worth thinking about earlier than you might expect
- 👨👩👧👦 Life insurance, children's policies & 529 plans as part of a broader family/legacy strategy
- 📋 The basics people often put off: wills, medical proxies & beneficiary designations
🥂 Light refreshments
💵 Free to attend | RSVP required | Limited space
This is for you if you're: buying your first home, growing a family, building wealth, or simply ready to get more intentional about protecting your future.
Come with questions. Leave with clarity.
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About Yolanda Colón
Yolanda Colón is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience and is insurance licensed in 14 states. She holds Series 7, Series 66 licenses and previously worked for Crisil Coalition Greenwich for 18 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis.
About Chelsea Starks, REALTOR®
With more than a decade of experience in marketing and strategy, Chelsea brings a thoughtful, research-driven approach to real estate, grounded in storytelling, attention to detail, and exceptional client experience.
Raised in Fairfield County, CT, Chelsea has called the area home for over 20 years. Having grown up here, attended middle and high school locally, and later returning to Stamford after earning her degree from the University of Hartford, she brings a deep, lived understanding of the communities she serves. Her local roots, combined with a genuine appreciation for the character and nuances of Fairfield County, allow her to guide clients with confidence and care.
Chelsea works with renters, buyers, sellers, investors, and referrals throughout Fairfield County. Clients appreciate her calm demeanor, strategic mindset, and white-glove approach. She is known for doing her due diligence, being solutions-oriented, and going above and beyond to ensure each transaction is handled with care, clarity, and integrity.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
