may, 2019
21may6:00 pm7:00 pm"Estate Planning" - Coastal Holly Springs Branch - (complete)
Time
(Tuesday) 6:00 pm - 7:00 pm
Location
Coastal Holly Springs Branch
700 Village Walk Drive Holly Springs, NC 27540
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
At Coastal Credit Union, we understand the need for families
Event Details
At Coastal Credit Union, we understand the need for families to have an estate plan, regardless of the size of one’s estate. If you don’t have a formal plan in place, now is the time to implement one. If you have an existing plan, a periodic review can give you peace of mind.
Estate Planning allows you to make sure that loved ones will be provided for and not overly burdened by personal and financial matters. It also makes clear your wishes and can help to avoid family disputes. Having a plan is especially important if the transfer of taxes is important to you. Aside from these reasons, there are many others which will also be covered during this event. Register now and bring a friend!
We will have refreshments and light food items available prior to the start of the presentation and during the event.
Coastal Credit Union will be using video, and photographic cameras at the event. Your image may be captured on film, video, or photographs which may subsequently be displayed or disseminated without your consent or payment of compensation.
Coastal Holly Springs Branch700 Village Walk Drive Holly Springs, NC 27540