Coastal Credit Union is committed to helping its members plan for a secure retirement. That’s why we introduced “Coastal Retirement” in 2016, 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 approximately 30 minutes prior to the start of the presentation and during the event.

If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. 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.

We are excited to introduce our Coastal Wealth Management seminar series to the Henderson area.  Please join us!

Coastal Credit Union is committed to helping its members plan for a secure retirement. That’s why we introduced “Coastal Retirement” in 2016, a complementary program provided by our Wealth Management Department. Join us to hear Wayne Johnson 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 approximately 30 minutes prior to the start of the presentation and during the event.

If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. 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.

When planning for the future, most of us focus on our retirement savings. We strive to be able to maintain a lifestyle we dream of. But, what is the plan for when your health changes?

The biggest threat to your retirement is the cost of an unfunded long-term or chronic care event that is not covered by your health insurance, Medicare or Medicare Supplement. So, how will you cover those costs?

Attend our seminar and learn how to prepare for and fund a care event while protecting your retirement assets. If you don’t have a protection plan in place, now is the time to start. If you do have an existing plan, attend and revisit your current strategy to provide peace of mind.

Because this event is exclusive to our Wealth Management clients, we welcome clients’ guests who may also benefit from the information that will be presented.

We will have refreshments and light food items available approximately 30 minutes prior to the start of the presentation and during the event.

If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. 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.

We are excited to introduce our Coastal Wealth Management seminar series to the Rocky Mount area.  Please join us!

Coastal Credit Union is committed to helping its members plan for a secure retirement. That’s why we introduced “Coastal Retirement” in 2016, a complementary program provided by our Wealth Management Department. Join us to hear Wayne Johnson 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 approximately 30 minutes prior to the start of the presentation and during the event.

If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. 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.

Medical care costs continue to rise, thus making the promise of healthcare in the future uncertain. Many individuals are simply not prepared for this huge commitment and are struggling to save. Have you considered the impact of healthcare costs on your retirement savings? These costs can significantly impact a healthy retirement.

Be proactive in understanding how to manage your health care costs in retirement. Proper planning requires understanding your health care challenges, investigating your insurance plan options, and having strategies to cover costs. Review your needs now! Register for our event to learn more.

We will have refreshments and light food items available approximately 30 minutes prior to the start of the presentation and during the event.

If the event is closed for registration, please contact us directly to see if accommodations can be made. We can be reached directly at (919) 882-6655 or wealthmanagement@coastalfcu.org. 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.

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, learn about your options so you can make a well-informed decision about when to begin.

Many people assume that 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.

Join us and bring questions!

We will have refreshments and light food items available approximately 30 minutes prior to the start of the presentation and during the event.

If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. 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. That’s why we introduced “Coastal Retirement” in 2016, 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 approximately 30 minutes prior to the start of the presentation and during the event.

If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. 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. That’s why we introduced “Coastal Retirement” in 2016, a complementary program provided by our Wealth Management Department. Join us to hear Drew Snider, 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 approximately 30 minutes prior to the start of the presentation and during the event.

If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. 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.

Medical care costs continue to rise, thus making the promise of healthcare in the future uncertain. Many individuals are simply not prepared for this huge commitment and are struggling to save. Have you considered the impact of healthcare costs on your retirement savings? These costs can significantly impact a healthy retirement.

Be proactive in understanding how to manage your health care costs in retirement. Proper planning requires understanding your health care challenges, investigating your insurance plan options, and having strategies to cover costs. Review your needs now! Register for our event to learn more.

If the event is closed for registration, please contact us directly to see if accommodations can be made. We can be reached directly at (919) 882-6655 or wealthmanagement@coastalfcu.org. 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.