The Basics of Estate Planning

May 2, 2024

At first glance, it may seem like estate planning is something quite grand and only for the super rich. However, it's common terminology encompassing smart financial planning strategies that everyone should consider. Knowing the basics of estate planning can help you feel more prepared for when the time comes. 

Join us on Thursday, May 2nd at 5:30PM for an informational seminar on Estate Planning which will cover:

• Six Important Things to Know About Estate Planning
• A Deeper Dive Into Creating a Living Trust
• Getting Your Estate in Order: Duties of a Living Trust Executor or Trustee

Located at HRCU - Rochester 133 Brock Street Rochester, NH 03867.

Presented by Jim Farnham, Financial Planner at Northeast Planning Associates, Inc. 

Please RSVP by April 26th to Jim at jfarnham at northeastplanning dot com as space is limited. 

^{*Holy Rosary Credit Union (HRCU) has a partnership with Northeast Planning Associates (NPA). Northeast Planning Associates Inc.  is a separate entity from HRCU, and business conducted with Northeast Planning Associates Inc.  is separate and distinct from any business conducted with HRCU. Northeast Planning Associates Inc. offers financial investment and retirement planning products through LPL Financial.  Financial investment and retirement planning products offered through Northeast Planning Associates Inc. are not HRCU products and are not NCUA or federally insured. These products are not obligations of HRCU; are not endorsed, recommended, or guaranteed by HRCU or any government agency; and are subject to investment risks including, without limitation, the possible loss of principal.}

^{Holy Rosary 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.}

^{Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Holy Rosary Credit union is not a RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using NPA. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:}

^{Not Insured by NCUA or Other Government Agency}

^{Not Credit Union Guaranteed}

^{Not Credit Union Deposits or Obligations}

^{May Lose Value}

^{The LPL Financial registered representatives associated with this email 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.}

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