We are excited to launch our 2023 webinars for registration and typically add new events 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.
january
Time
(Friday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
As 2022 comes to a close, it’s a great time to look forward and review your investments and financial planning. Please join Coastal Wealth Management and American Funds for
Event Details
As 2022 comes to a close, it’s a great time to look forward and review your investments and financial planning. Please join Coastal Wealth Management and American Funds for an investment outlook of 2023. Billy Mills, our guest presenter, will discuss the investment landscape of 2023 and provide the American Funds perspective on the economy and financial markets.
Billy will be joined by CFS* financial advisor Wayne Johnson and Drew Snider, CFP®, and Director, Financial Planning, at Coastal Credit Union. They are part of the Coastal Wealth Management team (through CFS*). To learn more about our speakers, visit the Presenter page for this event.
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.
february
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Are all of your retirement resources organized and in a financial plan? In this webinar, Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union, is going to show you
Event Details
Are all of your retirement resources organized and in a financial plan?
In this webinar, Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union, is going to show you the step-by-step process we use at Coastal Wealth Management (through CFS*), to help members retire on their terms with confidence.
We will cover the below important areas:
1. Building your financial plan
2. Creating a retirement budget
3. Establishing an income strategy
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”. YOU WILL ALSO RECEIVE OUR FILLABLE RETIREMENT BUDGET WORKSHEET VIA EMAIL THE DAY PRIOR TO OUR EVENT.