We are all familiar with the “selfie generation” – millennials and Gen Xers, who experienced technology and social media in a new way and wove it into the fabric of pop culture. Just as they tailored their world to their changing experiences, we must recognize the needs and experiences each generation has while planning for retirement.

During our webinar, we will talk about: baby boomers, Gen Xers, and millennials; who they are and what their unique retirement planning challenges and opportunities are.

Each generation has different expectations for how they will fund retirement. Boomers lean in to the Social Security benefits, and both Gen Xers and millennials are betting on their 401(k)s. All three generations agree though that working at some capacity may be part of their retirement income plans.

WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.

The challenges to a secure retirement are real and they aren’t going anywhere. That is especially true in our current volatile market environment. You need a game plan! But what actions should you take?

At Coastal Credit Union, we are committed to helping you, our members, plan for a secure retirement. Join our webinar and learn how to take control of your retirement plan and retirement assets, and to choose a direction in retirement that is right for you.

We will review retirement challenges and explore some possibilities for working around them, or working through them in order to accomplish your goals.

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 on 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. They wind up experiencing a retirement that is much different than what they hoped for.

WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.

The challenges to a secure retirement are real and they aren’t going anywhere. That is especially true in our current volatile market environment. You need a game plan! But what actions should you take?

At Coastal Credit Union, we are committed to helping you, our members, plan for a secure retirement. Join our webinar and learn how to take control of your retirement plan and retirement assets, and to choose a direction in retirement that is right for you.

We will review retirement challenges and explore some possibilities for working around them, or working through them in order to accomplish your goals.

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 on 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. They wind up experiencing a retirement that is much different than what they hoped for.

WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.

Estate planning can seem like a daunting task with complicated legal language and confusing options on what may be the best plan for you and you family. We can help take the confusion out and simplify your options by providing you a a clear understanding of the use of wills and trusts.

Join our webinar to hear Tamara Kidd, JD, Senior Trust Officer and Sheldon R. Reynolds, CFA®, Vice President, Trust and Investments, from Members Trust Company, discuss the various estate planning tools that are available to meet your financial planning needs and protect your family.

We will cover common problems that arise due to improper estate planning or lack of planning altogether such as family disputes, disinheritance of children from prior marriages, planning for loved ones with special needs, management of irresponsible beneficiaries and protecting you should incapacity occur. We will also cover in detail the various types of trusts that are available and when they are most applicable.

WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.