Shannon Lawal

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Finance professional with 20+ years of experience helping individuals, families, and small business owners build, protect, and preserve.

Passionate about holistic financial planning, retirement strategies, income protection, and creating lasting legacies.

11/04/2026

💰 OLD 401(k)? DON’T LET YOUR RETIREMENT SAVINGS GET LEFT BEHIND!

You’ve worked hard for your money. But is your money still working hard for you?

If you’ve changed employers and left a 401(k) behind, when was the last time you reviewed it?

📈 Performance: Is your portfolio aligned with your retirement goals?

💸 Fees: Are unnecessary fees eating into your retirement savings?

🎯 Retirement Income: Are you strategically positioning your investments to help maximize your retirement income potential?

Leaving your 401(k) with a previous employer isn’t necessarily a bad thing. But leaving it unmanaged or unreviewed could mean missed opportunities.

Let’s review your retirement accounts, evaluate your options, and make sure your money has a purpose and a plan!

📩 Message me to schedule a retirement portfolio review!

PROTECT • PLAN • BUILD • LEAVE A LEGACY

Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Investment performance is not guaranteed. Consider fees, taxes, investment options, and your personal circumstances before making retirement account decisions.

10/31/2026

Today’s Probate Network Lunch & Learn was about more than networking. It was about educating our community on probate, protecting assets, and ensuring the wealth we work so hard to build becomes a legacy, not a financial burden and showing families how to keep more without tax burden.

One important takeaway: You can be asset-rich and still be cash-poor.

Owning property and valuable assets doesn’t always mean your family will have the cash needed when you pass away. Proper planning, including life insurance, can provide essential liquidity to help cover expenses, preserve assets, and protect your family’s future.

Building wealth is one thing. Protecting it and passing it on is another!

On a personal note, it’s rewarding to see three Black women Ronda , Brittany , and myself building our own businesses, combining our expertise, supporting one another, and doing what we love while making a difference in our community.

A heartfelt THANK YOU to everyone who attended and supported our vision! ❤️

🤎 WE NEED YOUR SUPPORT!

We’re on a mission to educate and empower more families, but we can’t do it alone. Please continue supporting our future events, invite your friends, share our message, and spread the word throughout your communities.

Your support doesn’t just help our businesses grow. It helps us reach families who need this information most!

📩 Ready to protect your legacy? DM me “LEGACY” to start the conversation.

📅 Want to attend our next event? DM “NEXT EVENT” to stay connected!

This is only the beginning, and we’re excited about what’s ahead!

Protect • Plan • Build • Leave a Legacy. 🤎

10/24/2026

A day well spent connecting, networking, and giving back to our community at the Klass Act Fitness Community Day event! 💗

It was such a pleasure connecting with some amazing people who are serving our community such as

We had an amazing opportunity to connect with local families, fellow small business owners, and so many wonderful people while spreading awareness about the importance of financial wellness, protecting what matters most, and building a lasting legacy.

For me, it’s about more than just business. It’s about building relationships, educating our community, and helping families understand the importance of planning for their future.

Grateful for the connections made, the conversations shared, and the opportunity to serve. Truly a rewarding experience and a day well spent! 💕

When we empower our community with knowledge, we help build stronger financial futures for generations to come.

10/23/2026

Retirement should be about peace of mind, not financial stress. 💕

You’ve worked hard to build your future. Now it’s time to make sure your money can continue working for you. Don’t you want to be able to enjoy your hard work, in your later years? Vacation? Splurge on your grandchildren? Travel?

Retirement planning isn’t just about saving, it’s about creating reliable income, protecting what you’ve built, and enjoying the life you deserve.

✨ Don’t just plan to retire. Plan to retire with peace of mind.

Let’s build a retirement strategy that works for you! 💗

Shannon Lawal
Financial Services Professional

10/22/2026

I'm starting to hear a lot of "Not right now, we are going to plan for it later!"

Unfortunately life did not give us a 🔮 to know when that time will be, however I can assure you that there is not better time than NOW.

Your family's future is worth more than taking a risk with Father Time.

I can assure you that you will sleep better at night, knowing that the choice you made today ensure that's if tomorrow never comes that your family's financial future will be secured.

Don't take the risk!!!

10/16/2026

“You take life insurance too seriously.”

Yes, I do. And here’s why. ❤️

I’ve seen firsthand what happens when families are left to figure things out financially while trying to process the loss of someone they love.

Losing someone is already heartbreaking enough. Now imagine having to worry about funeral expenses, keeping a roof over your family’s head, paying bills, or simply figuring out how to survive financially without them.

That’s why I’m so passionate about what I do.

Life insurance isn’t about preparing to die. It’s about protecting the people you love so they can continue living.

I never want my children to have to figure out how to financially survive because I failed to plan ahead. And I want the same peace of mind for the families I help.

We can’t control when life happens, but we can make decisions today that change what happens to our families tomorrow.

It’s bigger than a policy. It’s about love, responsibility, and leaving a legacy. 💕

Shannon Lawal
Protect • Plan • Build • Leave a Legacy

10/15/2026

Do you have an old 401(k) or retirement account from a previous employer? 👀

When was the last time you actually reviewed it?

Many people leave retirement accounts behind when changing jobs and never take the time to revisit their investments.

Let’s talk about a few important questions:

✔️ Do you know how your investments are performing?

✔️ Are you aware of the fees associated with your account?

✔️ Does your current portfolio still align with your retirement goals?

✔️ Have you considered whether making changes or consolidating accounts makes sense for you?

You worked hard to build your retirement savings. Make sure you’re making informed decisions about how they’re managed.

I can help you review your options, understand your investments, and determine what strategies may be appropriate for your financial goals.

📩 Message me to schedule a retirement account review.

Shannon Lawal
PROTECT • PLAN • BUILD • LEAVE A LEGACY

Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Investing involves risk, including possible loss of principal. Rollovers may involve fees, tax consequences, and differences in investment options and protections. A rollover is not always the best option.

10/13/2026

💰 HAPPY NATIONAL SAVINGS DAY!

Saving money is good. Having a strategy for your money is even better.

We often talk about how much money we make, but how often do we talk about how much we actually KEEP?

Building wealth isn’t always about making more money. Sometimes it’s about being intentional with the money you already have.

Whether it’s creating an emergency fund, reducing unnecessary spending, or putting your money in a position to potentially grow, small financial decisions today can make a big difference tomorrow.

💡 Here’s my question for you:

What’s ONE money-saving habit or financial tip that has made a difference in your life?

Drop it in the comments! You never know who your advice might help. 💕

SHANNON LAWAL
PROTECT • PLAN • BUILD • LEAVE A LEGACY

09/28/2026

Life lately. ❤️

Sometimes we get so focused on business, goals, responsibilities, and what’s next that we forget to actually enjoy the moment we’re in and leave a little room for happiness to find us.

Because life happens. Plans change. Relationships change. Divorce happens. Chapters close that we once thought would last forever. But new beginnings happen too. And sometimes they show up when you least expect them.

One thing I’ve really been learning is to focus less on trying to control what comes next and more on what I need to improve within myself. Becoming a better woman. Growing. Healing. Learning. Being honest with myself about the things I can do differently and simply becoming a better version of me.

I truly believe when you focus on that, you don’t have to force everything else. What’s meant for you will find you, and it will come at the right moment.

So lately, I’ve been allowing myself to live a little more. Work hard, but laugh too. Travel. Spend time with people I enjoy. Try new things. Be present. And stop feeling like every moment has to be productive to be meaningful.

I’m still building. Still growing. Still figuring some things out as I go. But I’m also genuinely enjoying this season of my life.

Sometimes a new beginning isn’t about finding something new. It starts with finding a better version of yourself and allowing everything else to meet you there. ❤️

Address

495 N. Keller Road
Maitland, FL
34744

Telephone

+13212196969

Website

http://www.newyorklife.com/agent/slawal

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