Empowerment in Planning Seminar

Planning for the future now will help protect your legacy!

Thursday, October 8, 2026
5:30pm - 7:30pm 
Easthampton Branch
1 Sierra Vista Blvd (next to Starbucks)
 
 
 
Join Heather Iampietro from Legacy Counsellors, PC and Amy Watts from GSB Wealth & Trust Services for a collaborative presentation on estate planning. Together, they will share valuable insights, practical strategies, and expert guidance to help you navigate important estate planning decisions with confidence.

This presentation will cover: 
        • The essential estate planning documents every adult should have
        • How revocable living trusts work and when they may help avoid probate
        • Strategies to protect your family's wealth and plan for long-term care costs
        • Ways to protect assets for children and future generations from potential creditors, lawsuits, and other risks
        • How estate planning can help reduce costs, avoid unnecessary court involvement, and provide peace of mind for your loved ones
        • A CFP® professional’s role and approach to financial planning
        • How goals, life stages, and feelings about risk can shape a personalized plan
        • What information is necessary to develop a comprehensive financial plan 
        • How proactive cash-flow planning and risk management can help to support financial goals and avoid setbacks
        • How planning tools and scenarios can help to allow for confident decision-making
About the presenters: 
 
Heather Iampietro, Legacy Counsellors, PC
Attorney Heather Iampietro received her J.D. from Western New England University in 2021 as a part-time student, while working full-time in Commercial and Residential Real Estate as a paralegal at local firms. As a paralegal, she gained experience in all aspects of the real estate process from inception through closing. Heather focuses her practice on real estate transactions and estate planning. Heather is licensed in Massachusetts, Connecticut, New Hampshire, and Vermont.
 
 
 
 
 
Amy Watts, CFP®
Amy Watts, CERTIFIED FINANCIAL PLANNER®, is VP/Financial Advisor for GSB Wealth Management and Trust Services. In her role, Amy 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.

Amy's planning philosophy centers on integrating all aspects of a client's financial life into a coordinated strategy designed to help meet goals, reduce uncertainty, and create lasting financial confidence.
 
 
Not a deposit | Not FDIC-insured | Not insured by any federal government agency | Not guaranteed by the bank | May go down in value