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.
october
30oct12:00 pm1:00 pm"Retirement Concerns and Solutions" WEBINAR - event is now live for registration
Time
(Wednesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Coastal Credit Union is committed to helping its members plan for
Event Details
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 deserve.
Drew will be joined by CFS* financial advisor, David Burk. They are both part of the Coastal Wealth Management team (through CFS*). To learn more about our event team, 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”.
november
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Do you have a plan for your legacy? No matter
Event Details
Do you have a plan for your legacy? No matter where you are in your journey, we are here to help. Estate plans provide your family a roadmap for how you want your personal and financial affairs to be handled.
Join us to learn how our Wealth Management team, available through CFS, partners with attorneys to help members with estate planning needs. Our guest speaker will be Michael Nicolini, Senior Fiduciary Officer, from Members Trust Company. We will cover the below common questions and more.
- What happens if you don’t have an estate plan?
- What’s included in a estate plan?
- Don’t have a will? What’s at stake?
- Who needs a trust? What type of trust is best?
- What does a trustee do?
Michael will be joined by Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union. He is part of the Coastal Wealth Management team (through CFS*).
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.