Greenfield Savings Bank to Offer Empowerment in Planning Seminar Oct. 8
Participants will learn how to navigate important estate planning decisions with confidence
GREENFIELD—In collaboration with Legacy Counsellors, PC, Greenfield Savings Bank will offer Empowerment in Planning, an estate planning seminar, on Thursday, Oct. 8 from 5:30 to 7 p.m. at the bank’s new branch in Easthampton. There is no cost to attend, but registration is required.
Located at 1 Sierra Vista Blvd. next to Starbucks, the branch serves as the bank’s southern headquarters.
The presentation will be held in partnership with Heather Iampietro of Legacy Counsellors, PC, an attorney with a regional firm focused on real estate and estate planning, and Amy Watts, a CERTIFIED FINANCIAL PLANNER® professional with the GSB Wealth Management and Trust Services.
Iampietro and Watts will review the essential estate planning documents every adult should have, and they will discuss revocable living trusts, strategies for protecting a family’s wealth and how to protect assets for children and future generations from potential creditors, lawsuits and other risks.
Participants will also learn how goals, life stages and feelings about risk can shape an estate plan and how proactive cash-flow planning and risk management can help support financial goals and avoid setbacks.
“Planning for the future now will help people protect their legacies,” said Greenfield Savings Bank President and CEO Peter Albero. “Estate planning can help reduce costs, avoid unnecessary court involvement and provide peace of mind for your loved ones. Participants will walk away with the guidance they need to make decisions with confidence.”
Iampietro received her law degree from Western New England University and understands all aspects of the real estate process from inception through closing. She focuses her practice on real estate transactions and estate planning and is licensed in Massachusetts, Connecticut, New Hampshire and Vermont.
At GSB Wealth Management and Trust Services, Watts helps individuals, families and business owners pursue their financial goals through comprehensive planning and personalized investment strategies. Her areas of focus include retirement planning, investment management, wealth preservation and legacy planning.
For more information about the seminar, or to register, visit greenfieldsavings.com/wealth-management/empowerment-in-planning-seminar.
For more information about Greenfield Savings Bank, visit greenfieldsavings.com.
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About GSB Wealth Management and Trust Services
GSB Wealth Management and Trust Services, a wholly owned subsidiary of Greenfield Savings Bank, provides investment management, trust administration, and estate settlement services to individuals, families, and organizations. Established in 1992, the business oversees $500 million in assets and serves clients nationwide. GSB’s experienced team offers custom portfolio management, fiduciary trust services, and comprehensive estate settlement, supported by strict confidentiality, precise administration, and timely reporting. For more information, visit greenfieldsavings.com/wealth-management.
About Greenfield Savings Bank
Founded in 1869, Greenfield Savings Bank has more than 200 employees and offices and ATMs throughout Franklin and Hampshire counties in Western Massachusetts. Its branches are located in Greenfield, Amherst, Conway, Easthampton, Hadley, Northampton, Shelburne Falls, South Deerfield and Turners Falls. The bank operates the onlytrust and investment management company headquartered in Franklin County. Total assets of the bank exceed $1.5 billion. Greenfield Savings Bank is a Member FDIC and Member DIF. For more information, visit greenfieldsavings.com.
Important Investment Disclosure
Investment products offered through GSB Wealth Management and Trust Services are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank and may lose value.
Member FDIC/Member DIF
