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.
For more information, email firstname.lastname@example.org
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!
NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE