january, 2021
28jan12:00 pm1:00 pm"Approaching Retirement- Strategies to Help Your Money Last" WEBINAR - complete
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
You’ve spent a lifetime accumulating money for retirement. You’ve saved, invested, and taken advantage of IRAs and workplace retirement plans. Now you need to generate a steady income stream from
Event Details
You’ve spent a lifetime accumulating money for retirement. You’ve saved, invested, and taken advantage of IRAs and workplace retirement plans. Now you need to generate a steady income stream from your assets, and the decisions you make are extremely important.
As you approach retirement, it’s also important to examine one of the largest expenses you may face — rising health-related costs —and develop a plan to help pay for them.
Join us for an educational webinar where we’ll focus on strategies designed to help you:
• Make the most of your retirement income streams
• Invest for stability, income, and growth potential
• Utilize financial vehicles that could last a lifetime
• Choose how best to tap into your retirement accumulations
• Understand your retirement plan distribution options
• Prepare for the unexpected
• Better plan for how much you may need to manage health care costs in retirement
• Understand the primary health care resources available including Medicare
Perhaps best of all, you’ll be eligible for a complimentary retirement plan review offered to all webinar participants.
Our presenter will be Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union. He will be joined by CFS financial advisors, Rick Lowe and Catherine Bryant. They are all part of the Coastal Wealth Management team (through CFS*). To learn more about our team, visit the Presenter page for this event.
We hope you will take advantage of this excellent opportunity. You are welcome to register a friend to join our event.
WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER.