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!
Feel free to register for more than one event if you wish!
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.
Click on the green “Learn More” button within the event you want to register for and follow the steps to confirm your registration.
july
Time
(Tuesday) 6:00 pm - 7:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
With the cost of college rising at a faster rate than general inflation, saving for a child’s college education can be overwhelming. Developing a funding strategy now can help ensure
Event Details
With the cost of college rising at a faster rate than general inflation, saving for a child’s college education can be overwhelming. Developing a funding strategy now can help ensure that you will be financially prepared when your child is ready for college.
You are invited to attend our educational webinar where we’ll explore sound strategies for keeping a college education within reach.
We will cover topics such as:
• Current and future college costs
• How to establish a college savings program
• Tax-advantaged vehicles such as 529 plans, Coverdell ESAs, and Roth IRAs
• Other funding sources, including financial aid, scholarships, and loans
• How and when to apply for financial aid
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, Catherine Bryant 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 AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.
august
Time
(Tuesday) 4:00 pm - 5:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Take the right steps to reaching a happy retirement. We will take a deep dive into how to get ready now, before you stop working. While retirement age may
Event Details
Take the right steps to reaching a happy retirement. We will take a deep dive into how to get ready now, before you stop working. While retirement age may vary from person to person, the important steps you should take during the last 10 years of your career are very similar and critical to securing both a pleasant and financially stable retirement.
We will cover the below seven important steps in detail.
1. Determine When the Time is Right
2. Take Aim at Your Retirement Target
3. Maximize Your Nest Egg
4. Get a Portfolio Checkup
5. Create a Social Security Strategy
6. Build a Retirement Income Stream
7. Look Beyond the Money
Our presenter will be David C. Gullison, CIMA®, Vice President – Senior Advisor Consultant, from Franklin Templeton Investments. He 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, Jonah Kaufman. They are both 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 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
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
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 Catherine Bryant, CFS* financial advisor. She will be joined by CFS* financial advisors, Rick Lowe and David Burk, and Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union. 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.
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
With the cost of college rising at a faster rate than general inflation, saving for a child’s college education can be overwhelming. Developing a funding strategy now can help ensure
Event Details
With the cost of college rising at a faster rate than general inflation, saving for a child’s college education can be overwhelming. Developing a funding strategy now can help ensure that you will be financially prepared when your child is ready for college.
You are invited to attend our educational webinar where we’ll explore sound strategies for keeping a college education within reach.
We will cover topics such as:
• Current and future college costs
• How to establish a college savings program
• Tax-advantaged vehicles such as 529 plans, Coverdell ESAs, and Roth IRAs
• Other funding sources, including financial aid, scholarships, and loans
• How and when to apply for financial aid
Our presenter will be Jonah Kaufman, CFS Financial Advisor, at Coastal Credit Union. He will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning as well as CFS Financial Advisor, Wayne Johnson. 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 AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.