march, 2017
Time
(Wednesday) 12:00 pm - 1:00 pm
Location
Coastal Olive Chapel Branch
5330 Apex Peakway Apex, NC 27502
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 ones 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 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 learn more!
Join us and bring questions!
We will have refreshments and light food items available approximately 30 minutes prior to the start of the presentation and during the event.
If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. Thank you.
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 Olive Chapel Branch5330 Apex Peakway Apex, NC 27502