Welcome to our live events page!
We are now in the process of creating our 2022 webinars. Below is what we currently have available. Our goal is to provide our members and guests a variety of financial planning topics and date/time options.
If you have any questions regarding our events, please reach out to us through the contact form on this page, at wealthmanagement@coastal24.com or (919) 882-6655.
may
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
The stock market is off to a rocky start in 2022 and many Americans are wondering how to invest their money. Coastal
Event Details
The stock market is off to a rocky start in 2022 and many Americans are wondering how to invest their money.
Coastal Wealth Management, through CFS*, is excited to have Nick Johnson join us from J.P. Morgan Asset Management to help us better understand the current market conditions and share what J.P. Morgan thinks about the economy and stock markets for remainder of 2022 and beyond.
Please join us for an informative session to help you better manage your investments during this period of rising interest rates and geopolitical uncertainty.
Nick will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union along with CFS financial advisor, Rick Lowe. They are 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 ABOVE UNDER “LEARN MORE”.
24may12:00 pm1:00 pm"Tax-Smart Investing" WEBINAR - (12pm start)
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Taxes can take a big bite out of your total investment returns, so it's helpful to look for tax-advantaged strategies when building a portfolio, whether that be tax-deferred or
Event Details
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio, whether that be tax-deferred or tax-free.
In this webinar, Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union, is going to cover both taxable and tax advantaged investment account options in detail such as Traditional and Roth IRAs, Annuities, Health-Savings Accounts, College 529 savings plans and 401(k) plans. Additional discussion areas will include investment strategies around diversification, asset allocation and dollar-cost averaging.
Drew will be be joined by CFS financial advisors, Jonah Kaufman 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 FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.
june
Time
(Tuesday) 4:00 pm - 5:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Are all of your retirement resources organized and in a financial plan? In this webinar, Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union, is going to show you
Event Details
Are all of your retirement resources organized and in a financial plan?
In this webinar, Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union, is going to show you the step-by-step process we use at Coastal Wealth Management (through CFS*), to help members retire on their terms with confidence.
We will cover the below important areas:
1. Building your financial plan
2. Creating a retirement budget
3. Establishing an income strategy
Drew will be be joined by CFS financial advisors, Wayne Johnson 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 ABOVE UNDER “LEARN MORE”. YOU WILL ALSO RECEIVE OUR FILLABLE RETIREMENT BUDGET WORKSHEET VIA EMAIL THE DAY PRIOR TO OUR EVENT.