Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future.

We want to show you how to develop a comprehensive financial strategy — one that covers all the financial bases, from insurance to investing, to retirement planning and estate conservation. During this educational presentation, we will discuss:

• Ways to help your money work smarter and harder for you
• How to estimate the amount of insurance protection you may need
• The true cost of credit-card debt
• Three critical components of a sound investment plan
• Steps to help manage taxes and potentially increase net worth
• How to calculate how much money you may need to retire
• Important estate conservation strategies

Perhaps best of all, to help make the most of your webinar experience, we will be offering a complimentary consultation to everyone who attends. This follow-up meeting is a great way to evaluate your options and to discuss questions you may have after the seminar.

Our presenter will be Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union. He will be joined by CFS financial advisors, Rick Lowe and Mike Healy. They are all part of the Coastal Wealth Management team (through CFS*). To learn more about our team, visit the Presenter page for this event.

We hope you will take advantage of this excellent opportunity. You are welcome to register a friend to join our event.

WEBINAR LOG IN DETAILS WILL BE EMAILED TO YOU ONCE YOU REGISTER.