Welcome to our events page! We typically schedule new webinars for registration on a monthly basis.
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.
april
Time
(Wednesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
You’ve worked hard to save money for your retirement. If you’re
Event Details
But, IRA owners often neglect to make important decisions or they make assumptions when it comes to executing their IRA. Do you know what will happen to your IRA assets when you’re gone?
If you’re assuming your assets will automatically go to the person or entity, like a charity, you want, you could be wrong.
And if you inherit an IRA, do you know what guidelines you must follow to access and protect that money?
You may be surprised to learn some of the regulations concerning beneficiaries.
Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union will be our presenter. He will be joined by CFS* financial advisor, Catherine Bryant. They are both part of the Coastal Wealth Management team (through CFS*). To learn more about our event 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”.
may
29may12:00 pm1:00 pm"Retirement Concerns and Solutions" WEBINAR - event is now live for registration
Time
(Wednesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Coastal Credit Union is committed to helping its members plan for a
Event Details
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 deserve.
Drew will be joined by CFS* financial advisor, Wayne Johnson. They are both part of the Coastal Wealth Management team (through CFS*). To learn more about our event 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”.