• Register NOW
  • Already Registered?
Skip Navigation
"College Funding: Investing in Your Children's Future" WEBINAR
  •      
    • Webinar Summary
    • Invitation
    • Presenter
    • Contact Us

"College Funding: Investing in Your Children's Future" WEBINAR

Summary

summary image College Plannign

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.

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

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, Catherine Bryant and Rick Lowe. 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.

WEBINAR LOG IN DETAILS AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER.

Event Manager, Ewelina Caplap, can be reached directly at (919) 882-6607 or wealthmanagement@coastal24.com. Thank you.

If you are unable to attend this webinar, visit our website to view additional information and future events.

Details

  • When

  • Tuesday, March 23, 2021
    12:00 PM - 1:00 PM
    Eastern Time

  • Add to CalendarAdd to Calendar

  • Where

  • Coastal Member & Guest Webinar
    919-882-6655

  • Get Driving DirectionsGet Driving Directions
  • Get MapGet Map
  • Get WeatherGet Weather
  • Planner

  • Coastal Credit Union

  • Contact UsContact Us

Webinar

webinar-Cvent

Outlook Outlook
iCal iCal
Google Google
Yahoo! Yahoo!
MSN MSN
Register NOW
Already Registered?

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Trust services available through MEMBERS Trust Company. CFS and Coastal Credit Union are not affiliated with Members Trust Company.

 

Top