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Tax Efficient Investment Strategies

In today’s evolving tax landscape, smart planning can make a significant difference in your financial outcomes. Presented by EastRise Wealth Management, this seminar will explore effective strategies to minimize tax liabilities while maximizing investment returns. You’ll learn how to leverage tax-advantaged accounts, such an IRAs 401(k), and HSA. We’ll also discuss how to optimize asset location and implement strategic withdrawal plans. Whether you’re nearing retirement or actively investing, this session will offer practical insights to help you keep more of what you earn, and grow your wealth efficiently.

Key takeaways:

. Discover how to use tax-advantaged accounts to reduce taxable income and grow investments.

. Learn asset location strategies to optimize tax efficiency across your portfolio.

. Explore withdrawal planning techniques that minimize taxes and support long-term financial goals.

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

EastRise Member Education Center

141 Harvest Lane

Williston, VT

Registration

This is an in-person event

We look forward to seeing you there.

Register


Events

Upcoming EastRise CU 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.