"Your Employer-Sponsored Retirement Savings Plan" WEBINAR

Summary

Consider how long retirement might last. With advancements in medical care and more attention being paid to healthy lifestyles, today’s retirees are living longer than ever before. You could live to be 75, 85, 95, maybe even 105! While that’s great news, the other side of the coin is that you’ll need enough money to provide income for a retirement that could last.

So how much will you need? Can’t you just assume your Social Security benefits will be enough? Though Social Security is an important source of retirement income for many, it was never intended to be the main source of retirement income.

Join us to better understand the many benefits of your employer-sponsored retirement plan, such as a 401(k) or 403(b).

We will cover:
- automatic payroll deductions - compounding retirement savings
- pre-tax contributions as a tax benefit (pay yourself first)
- tax-free qualified withdrawals (if you have a Roth option on your plan)
- various investment choices to build a portfolio that's right for you

Our presenter is Jonah Kaufman, CFS* financial advisor of the Coastal Wealth Management team (through CFS*). He will be joined by CFS* financial advisor, Wayne Johnson. Additionally, Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor 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 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.