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The Value of Income Planning for Retirement

Retirement is a journey, and like mountain climbing, reaching the summit is only half the challenge. This event introduces a structured approach to retirement preparedness by emphasizing the importance of income planning. Using the analogy of mountain climbing, you’ll learn how to transition from saving to spending, identify potential risks to retirement income, and explore strategies to ensure financial stability throughout retirement.

This session highlights the role of financial professionals as guides who help navigate the complexities of income planning and support you in achieving long-term financial goals.

Three key takeaways:

1. Understand the importance of transitioning from saving to spending in retirement.

2. Explore strategies to manage risks and ensure income stability throughout retirement.

3. Learn how financial professionals can guide you through the complexities of retirement planning.

Date & Time
Wednesday Mar 18, 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 seminars.

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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.