june, 2023
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
We will discuss the value of Social Security and the unique benefits it provides to retirees. In short, what it is, what it does, and how it works. We
Event Details
We will discuss the value of Social Security and the unique benefits it provides to retirees. In short, what it is, what it does, and how it works.
We will also cover the future of Social Security, and believe it or not give you some good news about the system.
Then we will dig into something that virtually everyone is going to have to decide. When should you start taking your benefits?
We will follow that up with a brief discussion about the impact of continuing to work while you are receiving benefits.
Our event will conclude with how you can maximize your income and survivorship benefits.
Our guest presenter will be Sean Grant, Regional Vice President with Equitable. He will be joined by Drew Snider, CFP®, Director, Financial Planning, at Coastal Credit Union along with CFS* financial advisors, Jonah Kaufman and Sam Bogaczyk. To learn more about our team, visit the Presenter page for this event.
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.