Coastal Wealth Management Seminars and Webinars

Coastal Wealth Management Events

Welcome to our events page! We typically schedule new webinars for registration on a monthly basis.

Our goal is to provide our members and guests a variety of financial planning topics and date/time options.

If you have any questions regarding our events, please reach out to us through the contact form on this page, at wealthmanagement@coastal24.com or (919) 882-6655.

december

07dec12:00 pm1:00 pm"Year-End Tax and Planning Tips" WEBINAR - event is now live for registration

Connect with an Advisor

We will contact you within one business day.
Or call us at 919-882-6655

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Coastal Wealth Management Events

Time

Location

Organizer

Learn More

Event Details

Event Details

Connect with an Advisor

We will contact you within one business day.
Or call us at 919-882-6655

Coastal Wealth Management Events

Time

Location

Organizer

Learn More

Event Details

Event Details

Connect with an Advisor

We will contact you within one business day. Or call us at 919-882-6655

We will contact you within one business day.
Or call us at 919-882-6655