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! Click on the green “Learn More” button within the event you want to register for and follow the steps.
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.
september
10sep12:00 pm1:00 pm"Building Confidence in Times of Crisis" WEBINAR - complete
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
The past has the power to make us better. While short-term uncertainty will continue as market, economic and other global impacts of COVID-19 unfold, don’t lose sight of this fact:
Event Details
The past has the power to make us better. While short-term uncertainty will continue as market, economic and other global impacts of COVID-19 unfold, don’t lose sight of this fact: History shows it’s possible to bounce back from crisis moments like this one. Long-term impacts are unknown, but history reminds us that we’ll respond — and recover.
Join our webinar to take a closer look at some of the most significant health and financial events in recent memory which show that while the immediate declines looked — and felt— catastrophic, recovery was not far off.
Challenges are a natural part of the market, but the short-term intensity and impact doesn’t have to define your outlook. How you react to the current environment will play a role in your ability to reach your long-term goals. It’s okay to pause and consider how today’s actions will affect the future.
Our guest presenter is Dan Rush from Lincoln Financial Group. He will be joined by financial advisors Catherine Bryant and Rick Lowe 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 WILL BE EMAILED TO YOU ONCE YOU REGISTER.
17sep12:00 pm1:00 pm"College Funding: Investing in Your Children's Future" WEBINAR - complete
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.
Our presenter will be Drew Snider, CERTIFIED FINANCIAL PLANNER (TM), Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union.
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
WEBINAR LOG IN DETAILS AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Coronavirus has upended the traditional cadence of an American presidential election year. Instead of endless focus on the presumptive candidates Joe Biden and President Trump, the news cycle has been
Event Details
Coronavirus has upended the traditional cadence of an American presidential election year. Instead of endless focus on the presumptive candidates Joe Biden and President Trump, the news cycle has been largely dominated by talk of epidemiological curves and economic distress. 2020 is still an election year, however, and the campaigns will go on.
While the election will have a momentous impact on the country, one area where we caution investors from drawing too many links to is the world of investing. To put the impact of politics on investing into perspective, we created this 10 Truths presentation.
Topics we will cover during this webinar include:
• common misconceptions about presidential politics and the economy
• market performance and approval ratings
• impact of signature legislative accomplishments isn’t always as expected
Our guest presenters are Kyle Elliott, CIMA® from Invesco and Sean Grant, MBA from Equitable. They will be joined by financial advisors Jonah Kaufman and Mike Healy 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 WILL BE EMAILED TO YOU ONCE YOU REGISTER.
24sep12:00 pm1:00 pm"Taking Control: Financial Strategies for Women" WEBINAR - complete
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Join us for an educational webinar for women to learn the value of financial independence and security. If you or a member of your household is interested, please register. All
Event Details
Join us for an educational webinar for women to learn the value of financial independence and security. If you or a member of your household is interested, please register. All are welcome.
Women today have careers, start businesses, run households, raise children, and help aging parents. These competing priorities — and other challenges — can get in the way of planning for a comfortable financial future. But by taking care of yourself financially, you may be able to take better care of the ones you love.
We will discuss topics ranging from investment fundamentals to retirement strategies, maximizing Social Security benefits, and preparing for the unexpected, including divorce and widowhood. Our presentation offers sound, practical strategies that you can use immediately to help pursue a more comfortable financial future.
The event presenter will be Catherine Bryant, CFS* financial advisor, with our Coastal Wealth Management team. She will be joined by her business partner, CFS* financial advisor, Rick Lowe.
WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Have market events reshaped your financial future? We’ve certainly had our share of market volatility. But the fact remains that economic uncertainty — in the United States and abroad — can
Event Details
Have market events reshaped your financial future?
We’ve certainly had our share of market volatility. But the fact remains that economic uncertainty — in the United States and abroad — can spur volatility in the financial markets. And often it’s a case of when and not if it happens.
It’s only natural to be concerned when the market drops. And yet, even during turbulent times, you can more comfortably ride out a financial storm if you’re prepared and have sound financial strategies in place.
Join our educational webinar and discover time-tested methods that could enhance your investing potential in today’s markets. By using sound investment approaches, you might avoid making emotion-based mistakes during times of volatility.
Our presenters will be CFS* financial advisors, Jonah Kaufman and Mike Healy, with our Coastal Wealth Management team. They will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union.
WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER.
october
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Estate planning can seem like a daunting task with complicated legal language and confusing options on what may be the best plan for you and you family. We can help
Event Details
Estate planning can seem like a daunting task with complicated legal language and confusing options on what may be the best plan for you and you family. We can help take the confusion out and simplify your options by providing you a a clear understanding of the use of wills and trusts.
Join our webinar to hear Tamara Kidd, JD, Senior Trust Officer and Sheldon R. Reynolds, CFA®, Vice President, Trust and Investments, from Members Trust Company, discuss the various estate planning tools that are available to meet your financial planning needs and protect your family.
We will cover common problems that arise due to improper estate planning or lack of planning altogether such as family disputes, disinheritance of children from prior marriages, planning for loved ones with special needs, management of irresponsible beneficiaries and protecting you should incapacity occur. We will also cover in detail the various types of trusts that are available and when they are most applicable.
WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
One of the largest expenses you may face in retirement is the rising cost of health care. Join us for a better understanding of how health can affect your wealth
Event Details
One of the largest expenses you may face in retirement is the rising cost of health care. Join us for a better understanding of how health can affect your wealth in retirement. This timely webinar can help you estimate how much you might need for health-related costs and how to develop a plan to help pay for them.
Important Topics Covered
• Rising costs of health care in retirement
• How much you may need based on your age and other criteria
• Factors that can affect overall costs
• Primary resources available, including Medicare and Medicaid
• Steps to help manage your out-of-pocket costs
Our presenters will be CFS* financial advisors, Jonah Kaufman and Mike Healy, with our Coastal Wealth Management team. They will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union.
WEBINAR LOG IN DETAILS AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT TOPIC WILL BE EMAILED TO YOU ONCE YOU REGISTER.
22oct12:00 pm1:00 pm"Retiring with Resiliency" WEBINAR - registration is open. sign up now.
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Join us for an educational webinar for women to learn the value of being purposeful not only in how your plan and prepare for retirement, but also in how you
Event Details
Join us for an educational webinar for women to learn the value of being purposeful not only in how your plan and prepare for retirement, but also in how you live during retirement. Women today have competing priorities such as careers, running households, raising children, and helping aging parents. These — and other challenges — can get in the way of preparing for your future and that shouldn’t be last on your list of things to do.
If you or a member of your household is interested, please register. All are welcome.
While we will discuss topics ranging from investment fundamentals to retirement strategies to maximizing Social Security benefits, we will also focus on the emotional connections associated with retirement. Finding your passion can start before or during retirement – and finding it early might help ease some of the uncertainty of “what am I going to do now”. We will help you create your personal life plan around purpose and passion.
Our guest presenter is Joy Orlando, Regional Vice President, from Jackson National Life Distributors, LLC. She will be joined by CFS* financial advisors Catherine Bryant and Rick Lowe of the Coastal Wealth Management team (through CFS*). Additionally, Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union will be joining the event. To learn more about our speakers, visit the Presenter page for this event.
WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER.
Time
(Tuesday) 6:30 pm - 7:30 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Looking for income for life? Will your savings last as long as you do? Will you have the money you need to enjoy a comfortable retirement? For many Americans, the
Event Details
Looking for income for life? Will your savings last as long as you do? Will you have the money you need to enjoy a comfortable retirement? For many Americans, the answer is no. That’s because a lifetime of investing and saving can be eroded by taxes, inflation, and poor investments.
Fortunately, there are strategies to help address your long-term income needs. Join us for a special educational webinar where we will discuss sound financial strategies that could help address your long-term retirement income needs. Find out how an annuity could help you accumulate retirement funds, manage taxes, fight the effects of inflation, and generate an income you can’t outlive.
An annuity could help you:
• Create an income source that could last a lifetime
• Manage your investment risk
• Benefit from tax-deferred accumulation
• Provide a death benefit to heirs
• Keep part of your estate out of probate
Our presenters will be CFS* financial advisors, Jonah Kaufman and Mike Healy, with our Coastal Wealth Management team. They will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union.
WEBINAR LOG IN DETAILS AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT TOPIC WILL BE EMAILED TO YOU ONCE YOU REGISTER.