february, 2023
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Are all of your retirement resources organized and in a financial plan? In this webinar, Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union, is going to show you
Event Details
Are all of your retirement resources organized and in a financial plan?
In this webinar, Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union, is going to show you the step-by-step process we use at Coastal Wealth Management (through CFS*), to help members retire on their terms with confidence.
We will cover the below important areas:
1. Building your financial plan
2. Creating a retirement budget
3. Establishing an income strategy
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”. YOU WILL ALSO RECEIVE OUR FILLABLE RETIREMENT BUDGET WORKSHEET VIA EMAIL THE DAY PRIOR TO OUR EVENT.