Coastal Credit Union is committed to helping its members plan for a secure retirement.  The retirement landscape is changing.  In fact, the traditional notion of retirement, in which you stop working to enjoy some leisure time is fast becoming obsolete for more and more Americans.

We will take a look at the trends and the implications you need to consider while planning for retirement, so that you can design and implement a plan that has the potential to succeed.  Expect a lively discussion about the primary concerns regarding retirement (running out of money, healthcare, Social Security, etc.).

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. The retirement landscape is changing. In fact, the traditional notion of retirement, in which you stop working to enjoy some leisure time is fast becoming obsolete for more and more Americans.

We will take a look at the trends and the implications you need to consider while planning for retirement, so that you can design and implement a plan that has the potential to succeed. Expect a lively discussion about the primary concerns regarding retirement (running out of money, healthcare, Social Security, etc.).

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.

What does retirement mean to you? What is it that you want and expect in retirement? It’s important to consider your expectations carefully, because your retirement income plan will be designed to support the retirement lifestyle that you envision.

Join us to hear CFS* Financial Advisors, Greg Bass and Jonah Kaufman, review “Retirement Income Planning”. 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.

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 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.  If you are not already receiving Social Security retirement benefits, then learn about your options so you can make a well-informed decision about when to begin.

Many people assume they have to start receiving Social Security retirement benefits as soon as they retire and stop working.  But that’s not the case.  Retiring and claiming Social Security benefits are different.

We will have refreshments and light food items available throughout the presentation and during the event.

Beth Mitchell, Event Manager, can be reached directly at (919) 800-4780 or wealthmanagement@coastal24.com. 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.

Do you have a gap in your retirement plan strategy?  Let’s make sure you’re prepared to overcome it and retain peace of mind.

Everyone needs a plan to deal with certain issues and obstacles which may include not having enough retirement income, low interest rate market, rising healthcare costs, and having enough income to pay for long-term care.

Long-term care may be able to bridge the gap.

Please join CFS* financial advisors, Catherine Bryant and David Burk, to learn how.

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@coastal24.com. 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. 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.