Fall Financial Planning Webinar Series

Developing a financial plan for all the stages of your life.

 

Join us for any one — or all — of our upcoming webinars.


North Shore Bank and Coastal Capital Group Inc. are pleased to announce the latest in their ongoing series of financial planning webinars. These four interactive sessions will help you create a strategy to help you meet your financial goals. Webinar topics include Social Security, Estate Planning, Long Term Care, and Education Funding. Each session can easily be accessed via your computer or mobile device in the comfort of your home or office.

For more information, or to register, simply click below.
 

UNDERSTANDING
 SOCIAL SECURITY

September 22nd  |  11:30AM
  • What is Social Security and what benefits can I expect?
  • At what age should I take Social Security?
  • How might Social Security fit into my retirement plan?

THE BASICS OF
LONG TERM CARE

September 29th  |  11:30AM
  • Why might Long Term Care be important to me?
  • What Long Term Care options are available?
  • What is the cost associated with Long Term Care?

INTRODUCTION TO
ESTATE PLANNING

October 6th  |  11:30AM
  • What is Estate Planning?
  • Can I benefit from an Estate Plan?
  • How do I control my assets and pass them on per my wishes?     
          

A BEGINNER'S GUIDE
TO COLLEGE PLANNING

October 13th  |  6:30PM

  • ​What are the costs for different kinds of colleges?
  • How much will I need to save?
  • What are the most advantageous accounts for saving and investing for college?
  • How does financial aid work?

Submit Your Questions In Advance

If you have a question you'd like answered during one of the webinars, email it to info@ccgwealth.com.
We'll be unable to take questions during the session, so please send it before hand.
Just remember to put the webinar title in the subject line.
Investment advisory services offered through Coastal Capital Group, Inc., a Registered Investment Adviser.
Coastal Capital Group, Inc., and North Shore Bank are not affiliated. 
 
Coastal Capital Group, Inc   |   222 Rosewood Drive, Danvers, MA 01923   |   978-777-3116   |   coastalcapitalgroup.com
 
NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY,
NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE