Financial Planning Series

Join us for one – or all – of our complimentary financial planning webinars.

North Shore Bank and Coastal Capital Group Inc. will be hosting a series of online webinars concerning a variety of timely and highly relevant topics. These fast-paced, interactive sessions will be led by our experienced team of representatives, as well as industry experts, and as always they will focus on empowering you to control your finances and build an effective financial plan. Simply connect to each session at your home or office, or even by using your mobile device.  

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

DON'T LET YOUR DEBT
MANAGE YOU

August 13th  |  6:30PM
 
  • Good debt vs bad debt?
  • How to build and maintain a healthy budget
  • The role of your credit score
  • Strategies used to pay off debt                                                                                                                                                                                                                                                      

UNDERSTANDING
MEDICARE

August 18th  |  11:30AM
 
  • Hear from Medicare industry expert, Sue Flanagan, about how the decisions you make with respect to Medicare can affect your retirement
  • What are the key things you need to consider when deciding on which Medicare coverage is right for you
  • What's your share of the cost for services

KEEPING CALM IN
A VOLATILE MARKET

August 25th  |  6:30PM
 
  • Understanding today's market
  • Investing in a volatile environment
  • What you can do to keep your investments on track                                                                                                        

HOW RETIREMENT
PLANNING HAS CHANGED

September 1st  |  11:30AM
 
  • What are the SECURE and CARES Acts
  • How this new legislation will affect your retirement planning
  • What you need to know and do

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