Retirement and Estate Planning Workshops

Join North Shore Bank and Coastal Capital Group, Inc. for a complimentary educational workshop designed to optimize your Retirement and Estate Planning. Whether you’re in the beginning stages or looking for a second opinion on your existing plan, these sessions will help you:

  • Define clear goals and objectives
  • Coordinate your resources in the most efficient way possible
  • Determine when you can retire based on how much you want  to spend and how much you have saved
  • Incorporate prudent tax and investment strategies
  • Protect what you’ve built through insurance and estate planning

Choose your date and location.

 
Date Time Location
Friday, November 15th 1:00 PM - 2:00 PM One West Main Street, Merrimac
Tuesday, November 19th 8:00 AM - 9:00 AM 140 Brimbal Avenue, Beverly
Tuesday, November 19th 5:00 PM - 6:00 PM 319 Highland Avenue, Salem
Wednesday, November 20th 5:00 PM - 6:00 PM 48 Elm Street, Danvers

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

 

Space is Limited — Register Today!

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NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE


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