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Saving for Retirement: IRA Need-To-Knows

Take control of your financial future at this comprehensive event dedicated to Individual Retirement Accounts (IRAs). This session will provide guidance on how to effectively use traditional and Roth IRAs to build long-term financial security. You’ll learn how to contribute, evaluate your IRA rollover options, optimize required minimum distributions (RMDs), and create income strategies that last a lifetime. We’ll also explore legacy planning and the growing importance of personal savings, especially as pensions decline and Social Security may not fully cover retirement expenses.

Join us for practical tips and current data that could empower your retirement planning with confidence.

Three key takeaways:

  1. . Understand how to contribute to and optimize traditional and Roth IRAs.
  2. . Learn strategies for rollovers, RMDs, and how to create lifetime income.
  3. . Explore legacy planning and the importance of personal savings in retirement.
Date & Time
Wednesday Apr 15, 2026
5:30 PM - 6:30 PM
Location

141 Harvest Lane

Williston, VT 05495

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

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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.