Welcome to our seminars page! We are currently planning a variety of events this year across the Coastal footprint. Check in periodically as we add new seminars to our page often. Register for an event of interest to you and bring a friend! If you have any questions regarding our seminars in the meantime, please reach out to us at wealthmanagement@coastal24.com or (919) 882-6655.
january
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Hickory Tavern
401 Village Walk Dr Holly Springs, NC 27540
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. The retirement landscape is changing. In fact, the traditional notion of retirement, in which you stop working to enjoy some leisure time is fast becoming obsolete for more and more Americans.
We will take a look at the trends and the implications you need to consider while planning for retirement, so that you can design and implement a plan that has the potential to succeed. Expect a lively discussion about the primary concerns regarding retirement (running out of money, healthcare, Social Security, etc.).
We will have food and refreshments available prior to the start of the presentation and during the event.
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.
Hickory Tavern401 Village Walk Dr Holly Springs, NC 27540
february
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Garner Chamber of Commerce
401 Circle Drive Garner, NC 27529
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Are we prepared for the retirement challenges that face us? Some
Event Details
Are we prepared for the retirement challenges that face us?
Some of you may be thinking, “What’s the big deal? When I decide to stop working, Social Security will kick in and I’ll supplement my income by drawing down my assets bit by bit.” Unfortunately, for most people, that is the extent of their retirement strategy.
The problem is that most people underestimate how much retirement is going to cost and how long they’re going to live and wind up experiencing a retirement that is much different than what they hoped.
Come to our event and expect a lively discussion about the primary concerns regarding retirement (running out of money, healthcare, increasing taxes, Social Security uncertainty, etc.) and uncover strategies to reach the retirement you dream of!
We will have refreshments and light food items available prior to the start of the presentation and during the event.
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.
Garner Chamber of Commerce401 Circle Drive Garner, NC 27529
