Complimentary Financial Planning Workshops

Join North Shore Bank and Coastal Capital Group, Inc. for one of our complimentary educational workshops on Financial Planning.

Choose from one of the topics below:

Creating a Spending and Savings Plan

Learn how to take control of your financial future. This workshop is designed to help individuals of all ages gain a better understanding of key personal finance principles. Topics inlcude:

  • Creating a budget that works
  • Saving for short-term and long-term goals
  • The power of compounding interest
  • Managing your debt

Understanding the New Retirement SECURE Act

Whether you're planning for your retirement of you just want to learn more about the changes to the SECURE Act, this workship will answer all of your questions. Topics include:

  • The SECURE Act and its changes
  • The impact these changes will have on your retirement plan
  • The affect to your estate planning and 529 plans
  • Changes to the Required Minimum Distribution (RMD) Rule
Choose your topic and the most convenient date and location.
 
Topic Date Time  Location
Understanding the New Retirement SECURE Act March 24th 8AM — 9AM 481 Lincoln Avenue, Saugus
Creating a Spending and Savings Plan April 1st 7:30AM — 8:30AM 140 Brimbal Avenue, Beverly
Understanding the New Retirement SECURE Act April 2nd 10AM — 11AM 32 Main Street, Peabody
Creating a Spending and Savings Plan April 7th 5:30PM — 6:30PM 237 S. Main Street, Middleton
Creating a Spending and Saving Plan April 24th 1PM —2PM 29 S. Main Street, Newton, NH


For more information, email marketing@northshore-bank.com or call 978-977-7711. To register for one of our Financial Planning Workshops, simply complete the form below.

 

Space is Limited — Register Today!

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Investment advisory services offered through Coastal Capital Group, Inc., a Registered Investment Adviser. Coastal Capital Group, Inc., and North Shore Bank are not affiliated

222 Rosewood Drive
2nd Floor Danvers, MA 01923
978-777-3116
coastalcapitalgroup.com