Coastal Wealth Management Seminars

Welcome to our seminars page! We have now completed all available seminars for 2019. Currently, we are in the planning stages for a variety of events into 2020 across the Coastal footprint. If you have any questions regarding our seminars in the meantime, please reach out to us at wealthmanagement@coastal24.com or (919) 882-6655.

No Events on The List at This Time

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.