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Events

At Northeast Planning Associates, we believe that financial confidence starts with education — not intimidation. That's why we regularly host workshops, seminars, and community events designed to break down complex financial topics into real, practical conversations.


Whether you're thinking about retirement, navigating estate planning, or just trying to make smarter decisions with what you have today, our events are a great place to start. There's no sales pitch — just straightforward information, time for your questions, and a chance to connect with our team in a relaxed setting.


We are located at Holy Rosary Credit Union and help bring these events directly into the communities we serve across New Hampshire and Maine. Seating is limited, so we encourage you to register early and bring a friend or family member who could benefit too.


Northeast Planning Associates is a registered investment advisor. Events are for educational purposes only and do not constitute personalized investment, legal, or tax advice. Securities offered through LPL Financial, Member FINRA/SIPC.

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

Upcoming Events

May 27, 2026

5:30p - 6:30p

Holy Rosary Credit Union

Financial Education Series: Estate Planning 101

Your life's work deserves a plan. Come learn the 5 documents every family needs, 3 ways assets transfer at death, and what 2026's estate law changes mean for you. Presented by Phil Curtis & Zach Silk | Northeast Planning Associates 📍 133 Brock Street, Rochester, NH 🔗 RSVP → silkcurtisplanning.com/events

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), MemberFINRA/SIPC.Additional Info.

Event Registration

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