How do we prepare for retirement that offers purpose, value, and meaning? It can be harder than you expect. We need a plan for life. And planning will not only help you get a clearer picture of what you actually want your life in retirement to be, it will be a blueprint for your financial plan. When you build a plan with purpose, one that reconciles your life goals with your finances, this can lead to a fulfilling path. The goal is to live the life you want.

Please join us for an interactive discussion with fun exercises on how to prepare for your best life in retirement. Come prepared with some questions you may have.

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.

There’s no doubt about it, Social Security is an important source of retirement income for most Americans. According to the Social Security Administration, an estimated 171 million workers are covered under Social Security. However, half of the workforce has no private pension coverage and many have no savings set aside specifically for retirement.

Many people assume they must start receiving retirement benefits as soon as they have retired and are no longer working. But that’s not the case. Retiring and claiming Social Security benefits are different.

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

Beth Mitchell, Event Manager, can be reached directly at (919) 800-4780 or wealthmanagement@coastalfcu.org. Thank you.

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.

Please join us to hear Jonah Kaufman discuss “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 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.

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.

There’s no doubt about it, Social Security is an important source of retirement income for most Americans. According to the Social Security Administration, an estimated 171 million workers are covered under Social Security. However, half of the workforce has no private pension coverage and many have no savings set aside specifically for retirement.

Many people assume they must start receiving retirement benefits as soon as they have retired and are no longer working. But that’s not the case. Retiring and claiming Social Security benefits are different.

Join us to learn more about Understanding Social Security Benefits and how to plan for retirement.

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.

Please join us to hear Jonah Kaufman discuss “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 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.