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.

Please join us and bring questions!

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.

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.

“What’s the big deal? When I decide to stop working, Social Security will kick in and I’ll supplement my income by drawing down on my assets bit by bit.”

Unfortunately, for most people, that is the extent of their retirement strategy. The problem is that most people underestimate how much retirement is going to cost and how long they’re going to live. They wind up experiencing a retirement that is much different than what they hoped for. They realize that if they had spent the time and money to plan appropriately, they would have been better prepared for the retirement they desired.

Learn how to take control of your retirement plan and retirement assets, and to choose a direction in retirement that is right for you. We will review the retirement challenges and explore some possibilities for working around them, or working through them in order to accomplish your goals.

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.

Coastal Credit Union is committed to helping its members plan for a secure retirement. Join us to hear Catherine Bryant and David Burk 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 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 Greg Bass and Jonah Kaufman, 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.