Welcome to our live events page!
We are now in the process of creating our 2022 webinars. Below is what we currently have available. Our goal is to provide our members and guests a variety of financial planning topics and date/time options.
If you have any questions regarding our events, please reach out to us through the contact form on this page, at wealthmanagement@coastal24.com or (919) 882-6655.
october
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Please join Drew Snider, CFP® and Director, Financial Planning at Coastal, for a soup to nuts discussion about how to create a financial plan that guides your path to financial
Event Details
Please join Drew Snider, CFP® and Director, Financial Planning at Coastal, for a soup to nuts discussion about how to create a financial plan that guides your path to financial success. Drew will review the important components of a comprehensive financial plan and you will come away with either some action items or the comfort of knowing you’ve got it covered! The presentation will also offer:
- How we can help you complete your financial plan at no cost as a Coastal member service
- Highlight some of the tools we use to evaluate investments and your retirement progress
- A free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the webinar.
- A budgeting tool to help you save for your goals
Drew will be be joined by two CFS financial advisors, Jonah Kaufman and Greg Bass. They are all part of the Coastal Wealth Management team (through CFS*). 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. You will also receive our workbook and budgeting tool via email the day prior to our event.
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”. YOU WILL ALSO RECEIVE OUR WORKBOOK AND BUDGETING TOOL VIA EMAIL THE DAY PRIOR TO OUR EVENT.
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Please join us for a soup to nuts discussion about how to create a financial plan that guides your path to financial success. We will review the important components
Event Details
Please join us for a soup to nuts discussion about how to create a financial plan that guides your path to financial success. We will review the important components of a comprehensive financial plan and you will come away with either some action items or the comfort of knowing you’ve got it covered! The presentation will also offer:
- How we can help you complete your financial plan at no cost as a Coastal member service
- Highlight some of the tools we use to evaluate investments and your retirement progress
- A free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the webinar.
- A budgeting tool to help you save for your goals
Our presenter will be Jonah Kaufman, CFS financial advisor. He will be joined by Sam Bogaczyk, CFS financial advisor and Drew Snider, CFP® and Director, Financial Planning. They are all part of the Coastal Wealth Management team (through CFS*). 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”. YOU WILL ALSO RECEIVE OUR WORKBOOK AND BUDGETING TOOL VIA EMAIL THE DAY PRIOR TO OUR EVENT.
november
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
Drew will be be joined by CFS financial advisors, Greg Bass and David Burk. They are all part of the Coastal Wealth Management team (through CFS*). 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”. YOU WILL ALSO RECEIVE OUR FILLABLE RETIREMENT BUDGET WORKSHEET VIA EMAIL THE DAY PRIOR TO OUR EVENT.