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! Click on the green “Learn More” button within the event you want to register for and follow the steps.
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.
march
09mar12:00 pm1:00 pm"Protecting Your Retirement Income" 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
Take a step towards your financial freedom by learning how a variable annuity can offer you both growth and income protection. Navigating the pitfalls of retirement planning can be tricky, as
Event Details
Take a step towards your financial freedom by learning how a variable annuity can offer you both growth and income protection.
Navigating the pitfalls of retirement planning can be tricky, as the most important factors are also the most difficult for people to predict:
– When will markets fall and when will they grow?
– How long will you live?
While we can’t predict what the market will do, we can choose how to approach it.
During our event we will focus on “Protecting Your Income Against Risk” while retaining your access to potential market gains and show you how Jackson can:
– PROTECT your income throughout your retirement. Certainty is possible, regardless of market downturns.
– Pursue GROWTH opportunities
Our guest presenter is Joy Orlando, Regional Vice President, from Jackson National Life Distributors, LLC. She will be joined by CFS* financial advisor Wayne Johnson of the Coastal Wealth Management team (through CFS*). Additionally, Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union will be joining the event. To learn more about our speakers, visit the Presenter page for this event.
WEBINAR LOG IN DETAILS 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
Why do investors make the decisions they do? During our event we will make sense of some common barriers to investment success and uncover the behavioral biases that might be affecting
Event Details
Why do investors make the decisions they do?
During our event we will make sense of some common barriers to investment success and uncover the behavioral biases that might be affecting your financial decisions.
We may be tempted to rely too heavily on information we receive first and base our investment decisions on that versus taking into account a varied perspective. Also, taking a short-term focus due to fear of investment loss can lead to investing too conservatively, especially with our current reminders of market volatility.
Over the long term, the stock market has recovered from economic crises and world events. But, when we are in the midst of a pandemic and are experiencing information overload about the economy and the market, it is not so easy to stay calm.
Join our webinar and learn how to keep your emotions in check during a volatile market, take into account historical market performance, avoid panic selling and remain focused on your long-term goals.
Our guest presenter is Michael Musak, Advisor Consultant at Franklin Templeton Investments. He will be joined by CFS* financial advisors Catherine Bryant, Rick Lowe and David Burk of the Coastal Wealth Management team (through CFS*). Additionally, Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union will be joining the event. To learn more about our speakers, 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 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
Consider how long retirement might last. With advancements in medical care and more attention being paid to healthy lifestyles, today’s retirees are living longer than ever before. You could live
Event Details
Consider how long retirement might last. With advancements in medical care and more attention being paid to healthy lifestyles, today’s retirees are living longer than ever before. You could live to be 75, 85, 95, maybe even 105! While that’s great news, the other side of the coin is that you’ll need enough money to provide income for a retirement that could last.
So how much will you need? Can’t you just assume your Social Security benefits will be enough? Though Social Security is an important source of retirement income for many, it was never intended to be the main source of retirement income.
Join us to better understand the many benefits of your employer-sponsored retirement plan, such as a 401(k) or 403(b).
We will cover:
– automatic payroll deductions – compounding retirement savings
– pre-tax contributions as a tax benefit (pay yourself first)
– tax-free qualified withdrawals (if you have a Roth option on your plan)
– various investment choices to build a portfolio that’s right for you
Our presenter is Jonah Kaufman, CFS* financial advisor of the Coastal Wealth Management team (through CFS*). He will be joined by CFS* financial advisor, Wayne Johnson. Additionally, Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor and Director, Financial Planning, at Coastal Credit Union will be joining the event. To learn more about our speakers, visit the Presenter page for this event.
WEBINAR LOG IN DETAILS AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER.
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
With the cost of college rising at a faster rate than general inflation, saving for a child’s college education can be overwhelming. Developing a funding strategy now can help ensure
Event Details
With the cost of college rising at a faster rate than general inflation, saving for a child’s college education can be overwhelming. Developing a funding strategy now can help ensure that you will be financially prepared when your child is ready for college.
You are invited to attend our educational webinar where we’ll explore sound strategies for keeping a college education within reach.
We will cover topics such as:
• Current and future college costs
• How to establish a college savings program
• Tax-advantaged vehicles such as 529 plans, Coverdell ESAs, and Roth IRAs
• Other funding sources, including financial aid, scholarships, and loans
• How and when to apply for financial aid
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 and Rick Lowe. 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 AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.
april
08apr12:00 pm1:00 pm"Protecting Your Retirement Income" WEBINAR - registration is open. sign up now.
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Navigating the pitfalls of retirement planning can be tricky, as the most important factors are also the most difficult for people to predict: - When will markets fall and when will
Event Details
Navigating the pitfalls of retirement planning can be tricky, as the most important factors are also the most difficult for people to predict:
– When will markets fall and when will they grow?
– How long will you live?
While we can’t predict what the market will do, we can choose how to approach it.
During our event we will focus on “Protecting Your Income Against Risk” while retaining your access to potential market gains and show you how Jackson can:
– PROTECT your income throughout your retirement. Certainty is possible, regardless of market downturns.
– Pursue GROWTH opportunities
We will cover how a variable annuity can offer you both growth and income protection.
Our guest presenter is Joy Orlando, Regional Vice President, from Jackson National Life Distributors, LLC. She will be joined by CFS* financial advisors, Catherine Bryant, Rick Lowe and David Burk, of the Coastal Wealth Management team (through CFS*). To learn more about our speakers, visit the Presenter page for this event.
WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER.