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.
november
12nov12:00 pm1:00 pm"Share Your Love - Importance of Estate Planning" WEBINAR - complete
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Why should you take the time to plan your estate? Many people think they can wait until they are much older before they can make an estate plan – the
Event Details
Why should you take the time to plan your estate? Many people think they can wait until they are much older before they can make an estate plan – the odds of anything happening to them are so low, so they make estate planning a low priority. Others think that they don’t have enough assets to warrant an estate plan. The fact is that some people will be faced with an unexpected illness or a tragic accident. Having a plan in place will ensure transfer of assets to your loved ones.
Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. Planning now may lessen burdens down the road for your loved ones as they ensure your wishes are carried out as you want. It can also help your executor(s) and beneficiary(ies) avoid added stress or pain because it gives them detailed directions for distributing your assets, thus minimizing any possible conflicts.
We will introduce you to The Share Your Love Family Discussion Guide which is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests. It’s more than a simple list of instructions. It covers many topics such as: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated.
Our guest presenter is Sean Grant, MBA, Regional Vice President, from Equitable. 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.
WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER.
Attendees will receive a complimentary copy of “The Share Your Love Family Discussion Guide”.
december
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Will you have enough money to retire? Many Americans underestimate how much money they will need to save by the time they retire. Don’t reach retirement unprepared. With life expectancies stretching,
Event Details
Will you have enough money to retire?
Many Americans underestimate how much money they will need to save by the time they retire. Don’t reach retirement unprepared. With life expectancies stretching, a 65-year-old can expect to live 20 or more years in retirement.
Depending on your lifestyle, you may need anywhere from 70% to 100% of your pre-retirement income to maintain your lifestyle during retirement. Pension plans are eroding and the future of Social Security is uncertain. Your personal savings may become your largest source of income in retirement.
In just one hour, you’ll learn about:
• Assessing factors that could affect your retirement income needs
• Developing sources of retirement income
• Determining your retirement savings goal
• Implementing investment strategies for retirement
• Potentially safeguarding assets from the unexpected
Our presenter will be Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union. He will be joined by CFS* financial advisors, Catherine Bryant, Rick Lowe 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.
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.
january
14jan12:00 pm1:00 pm"Six Steps to Financial Success" 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
Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for
Event Details
Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future.
We want to show you how to develop a comprehensive financial strategy — one that covers all the financial bases, from insurance to investing, to retirement planning and estate conservation. During this educational presentation, we will discuss:
• Ways to help your money work smarter and harder for you
• How to estimate the amount of insurance protection you may need
• The true cost of credit-card debt
• Three critical components of a sound investment plan
• Steps to help manage taxes and potentially increase net worth
• How to calculate how much money you may need to retire
• Important estate conservation strategies
Perhaps best of all, to help make the most of your webinar experience, we will be offering a complimentary consultation to everyone who attends. This follow-up meeting is a great way to evaluate your options and to discuss questions you may have after the seminar.
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, Rick Lowe and Mike Healy. 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.
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
You’ve spent a lifetime accumulating money for retirement. You’ve saved, invested, and taken advantage of IRAs and workplace retirement plans. Now you need to generate a steady income stream from
Event Details
You’ve spent a lifetime accumulating money for retirement. You’ve saved, invested, and taken advantage of IRAs and workplace retirement plans. Now you need to generate a steady income stream from your assets, and the decisions you make are extremely important.
As you approach retirement, it’s also important to examine one of the largest expenses you may face — rising health-related costs —and develop a plan to help pay for them.
Join us for an educational webinar where we’ll focus on strategies designed to help you:
• Make the most of your retirement income streams
• Invest for stability, income, and growth potential
• Utilize financial vehicles that could last a lifetime
• Choose how best to tap into your retirement accumulations
• Understand your retirement plan distribution options
• Prepare for the unexpected
• Better plan for how much you may need to manage health care costs in retirement
• Understand the primary health care resources available including Medicare
Perhaps best of all, you’ll be eligible for a complimentary retirement plan review offered to all webinar participants.
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, Rick Lowe and Catherine Bryant. 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.
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.