Northeast Planning Associates, Inc.

Estate Planning 101: Your Life's Work Deserves a Plan.

A Free Financial Education Workshop | NPA Financial Education Series

📍 Holy Rosary Credit Union | 133 Brock Street, Rochester, NH
📅 Wednesday, May 27, 2026 | 🕠 5:30 PM
📬 RSVP by May 20th → silkcurtisplanning.com/events or email hrcu@northeastplanning.com

You've spent a lifetime working hard for your family. But here's the question most people avoid:

What happens to everything you've built — if you're not here to protect it?

Join Phillip Curtis, CFP®, CKA®, CEP® and Zachary D. Silk, APMA®, CRPC®, FPQP® from Northeast Planning Associates, Inc. for a free, no-pressure education workshop designed to give you a clear, simple picture of where you stand — and what steps to take next.

Here's What You'll Walk Away With:

📄 The 5 Estate Planning Documents Everyone Needs
Most families are missing at least one. We'll show you exactly what they are and why each one matters.

⚖️ 3 Ways Assets Transfer at Death — and Which One Applies to You
Hint: your will doesn't always control everything. This one surprises people every time.

🎁 Advanced Strategies for Charitable Giving & Estate Taxes
2026 brought big changes to federal estate law. We'll break down what that means for your family in plain English — and how smart giving can make a real difference.

📋 Your Action Items & Document Vault
You won't leave empty-handed. We'll walk you through concrete next steps and show you how to get organized so your family is never left guessing.

This is a free, educational workshop open to the community. No products will be sold. Seating is limited — reserve your spot early.

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not an 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 Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value