Welcome to our live seminars and webinars page!
We plan a variety of events across the Coastal footprint throughout the year. Check in periodically as we add new events to our page often. Register for an event of interest to you and bring a friend!
Feel free to register for more than one event if you wish!
If you have any questions regarding our seminars or webinars in the meantime, please reach out to us at wealthmanagement@coastal24.com or (919) 882-6655.
Click on the green “Learn More” button within the event you want to register for and follow the steps to confirm your registration.
may
06may12:00 pm1:00 pm"Making the Most of Social Security" WEBINAR - complete
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
One of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security before reaching full retirement
Event Details
One of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security before reaching full retirement age but by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.
Join us for an educational webinar where we’ll focus on strategies that may help you determine the best age to claim benefits, understand the various claiming strategies, and learn how married couples could enhance their combined monthly and lifetime benefits.
Our presenter will be Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union. He will be joined by CFS financial advisors, Catherine Bryant, Rick Lowe 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.
13may12:00 pm1:00 pm"Making the Most of Social Security" WEBINAR - complete
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
One of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security before reaching full retirement
Event Details
One of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security before reaching full retirement age but by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.
Join us for an educational webinar where we’ll focus on strategies that may help you determine the best age to claim benefits, understand the various claiming strategies, and learn how married couples could enhance their combined monthly and lifetime benefits.
Our presenter will be CFS financial advisor, Jonah Kaufman. He will be joined by CFS financial advisor, Wayne Johnson, and Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union. 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.
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
One of the largest expenses you may face in retirement is the rising cost of health care. Join us for an educational webinar that addresses how much you may need based
Event Details
One of the largest expenses you may face in retirement is the rising cost of health care.
Join us for an educational webinar that addresses how much you may need based on your age and other criteria, five factors that can affect your overall costs, the primary resources available (including Medicare and Medicaid), the possible need for Long-Term Care insurance, steps you can take to manage out of pocket costs and additional resources that may be available to you.
Our presenter will be Jonah Kaufman, CFS Financial Advisor, at Coastal Credit Union. He will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning as well as CFS Financial Advisor, 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.
We hope you will take advantage of this excellent opportunity. You are welcome to register a friend to join our event.
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER.
25may12:00 pm1:00 pm"Planning for Long-Term Care" WEBINAR - registration is open. sign up now.
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Long-term care is a financial issue as more Americans continue to live longer than previous generations. Not only is this a significant financial concern, it also has a notable impact
Event Details
Long-term care is a financial issue as more Americans continue to live longer than previous generations. Not only is this a significant financial concern, it also has a notable impact on friends and family.
Join us for an educational webinar that defines what long-term care is, addresses how it works, the payment of care and much more.
Our presenter will be Steve Cain, Director and National Sales & Business Leader, LTCI Partners, an NFP company. He will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning as well as CFS Financial Advisor, Jonah Kaufman. They are part of the Coastal Wealth Management team (through CFS*). To learn more about our team, visit the Presenter page for this event.
We hope you will take advantage of this excellent opportunity. You are welcome to register a friend to join our event.
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER.