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Retirement Concerns and Solutions seminar

This event has reached capacity. If you have any questions, please contact the planner directly.

Summary

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Coastal Credit Union is committed to helping its members plan for a secure retirement. This is 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 at the beginning of the presentation and during the event.

Event Manager, Beth Mitchell, can be contacted directly at (919) 800-4780 or wealthmanagement@coastal24.com. Thank you.

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

Details

  • When

  • Tuesday, March 12, 2019
    6:00 PM - 7:00 PM
    Eastern Time

  • Where

  • Coastal Credit Union Cornerstone Branch
    2339 Davis Drive
    Cary, North Carolina 27519
    919-882-6655

Coastal Credit Union Cornerstone Branch

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*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.

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.

 

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