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Secure your future: Estate planning made simple

Join the advisors from EastRise Wealth Management for an informative in-person seminar designed to help you protect your assets and ensure your wishes are honored. This session covers the essentials of estate planning, including wills, trusts, powers of attorney, and healthcare directives. Whether you’re just starting to plan or reviewing an existing plan, you’ll gain valuable insights into minimizing taxes, avoiding probate, and making informed decisions for your future and your loved ones.

3 Key Takeaways:

Understand the core components of a basic estate plan, including wills and trusts.

Learn strategies to minimize taxes and avoid probate.

Gain confidence in making informed decisions to protect your legacy.

Date & Time
Wednesday Feb 18, 2026
5:30 PM - 6:30 PM
Location

141 Harvest Lane

Williston, VT 05495

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Sign up for our Estate Planning seminar

This is a live, in-person event and will not be recorded. You can visit our Estate Planning page to learn more about our services, or keep an eye on our website for additional seminars.

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Events

Upcoming EastRise CU hosted events
Upcoming Investment & Retirement Group Hosted Events

Disclosures

1.

  • LPL Financial Form CRS

    Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. EastRise Credit Union and EastRise Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using EastRise Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, EastRise Credit Union or EastRise Wealth Management. Securities and insurance offered through LPL or its affiliates are:

    • Not Insured by NCUA or Any Other Government Agency
    • Not Credit Union Guaranteed
    • Not Credit Union Deposits or Obligations
    • May Lose Value

    Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

    The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.