At Coastal Credit Union, we understand the need for families to have an estate plan, regardless of the size of one’s estate. If you don’t have a formal plan in place, now is the time to implement one. If you have an existing plan, a periodic review can give you peace of mind.

Estate Planning allows you to make sure that loved ones will be provided for and not overly burdened by personal and financial matters. It also makes clear your wishes and can help to avoid family disputes. Having a plan is especially important if the transfer of taxes is important to you. Aside from these reasons, there are many others which will also be covered during this event. Register now and bring a friend!

We will have refreshments and light food items available prior to the start of the presentation and during the event.

Coastal Credit Union will be using video, and photographic cameras at the event. Your image may be captured on film, video, or photographs which may subsequently be displayed or disseminated without your consent or payment of compensation.

Coastal Credit Union is committed to helping its members plan for a secure retirement. This is a complementary program provided by our Wealth Management Department. Join us to hear Martin Gabel, Certified Financial Planner™ practitioner, review “Coastal Retirement” and how you can participate. Expect a lively discussion about the primary concerns regarding retirement (running out of money, healthcare, Social Security, etc.) and uncover strategies so you can enjoy the financial independence you will have earned.

We will have refreshments and light food items available at the beginning of the presentation and during the event.

Coastal Credit Union will be using video, and photographic cameras at the event. Your image may be captured on film, video, or photographs which may subsequently be displayed or disseminated without your consent or payment of compensation.

Coastal Credit Union is committed to helping its members plan for a secure retirement. This is a complementary program provided by our Wealth Management Department. Join us to hear Tom Gervase review “Coastal Retirement” and learn how you can participate. Expect a lively discussion about the primary concerns regarding retirement (running out of money, healthcare, Social Security, etc.) and uncover strategies so you can enjoy the financial independence you will have earned.

We will have refreshments and light food items available prior to the start of the presentation and during the event.

Coastal Credit Union will be using video, and photographic cameras at the event. Your image may be captured on film, video, or photographs which may subsequently be displayed or disseminated without your consent or payment of compensation.