november, 2017
07nov12:00 pm1:00 pm"Retirement Concerns and Solutions" - Coastal Creedmoor Branch - (Completed)
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Coastal Creedmoor Branch
7451 Creedmoor Road Raleigh, NC 27613
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Coastal Credit Union is committed to helping its members plan
Event Details
Coastal Credit Union is committed to helping its members plan for a secure retirement. That’s why we introduced “Coastal Retirement”, a complementary program provided by our Wealth Management Department, available through CUSO Financial Services, L.P.* Join us to hear Jonah Kaufman review “Coastal Retirement” and how you can participate. Expect a lively discussion about the primary concerns regarding retirement (running out of money, healthcare, Social Security, etc.) and uncover strategies so you can enjoy the financial independence you will have earned.
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 Beth Mitchell, Event Manager, to see if accommodations can be made. She can be reached directly at (919) 800-4780 or wealthmanagement@coastalfcu.org. 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 Creedmoor Branch7451 Creedmoor Road Raleigh, NC 27613