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Webinar | Women, and Finances

Webinar | Women, and Finances

Having control over finances is a key part of a woman's long-term financial well-being. This presentation highlights three top financial concerns of women: savings, investing, and retirement. Steps for taking control such as self-education, recognizing motivations, and asking for help are covered.

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Webinar | Financial Goal Setting for the New Year

Webinar | Financial Goal Setting for the New Year

When you start any journey, you need to map out how you will get from where you are now to where you want to be. It’s the same with your finances: Establishing goals will help you envision what you want to achieve financially.

This webinar will address your financial concerns - the things that keep you up at night, like paying bills, eliminating debt, and having enough for retirement.

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Webinar | Investment Implications of the 2020 Election

Webinar | Investment Implications of the 2020 Election

This webinar will examine how the outcome of the election could impact current market trends.

The outcome of this election results in one of the biggest policy swings in U.S. history.

Join Rich Antonucci, Regional Vice President, South Florida, Prudential Annuities for this informative webinar offering a view of what investors should know after the election, and beyond.

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Webinar |Money Skills for Kids - Goal Setting (for kids age 9 –12 & parents

Webinar |Money Skills for Kids - Goal Setting (for kids age 9 –12 & parents

This session is a tween-friendly lesson that will use games, family discussion, and fun to teach kids about saving money, and setting goals for the good stuff.

The topics covered are intended for children (and their grown-ups) ages 9-12.

Coastal Wealth welcomes the opportunity to help teach your kids these important life skills, so they’ll be well-suited for healthy money habits in the future.

Presented by Chad Tourin, J.D.*, CPA*, Associate Managing Director, Coastal Wealth

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Webinar |Money Skills for Kids - Saving Up (for kids age 5-8 & parents

Webinar |Money Skills for Kids - Saving Up (for kids age 5-8 & parents

Join us for a kid-friendly adventure that will use games, family discussion, and fun to teach kids about setting goals, saving money, and creating a budget. This session is intended for children (and their grown-ups) ages 5-8.

Coastal Wealth welcomes the opportunity to help teach your kids these important life skills, so they’ll be well-suited for healthy money habits in the future.

Presented by Chad Tourin, J.D.*, CPA*, Associate Managing Director, Coastal Wealth

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Webinar | Student Loan Refinancing + The CARES Act with Commonbond

Webinar | Student Loan Refinancing + The CARES Act with Commonbond

Student Loan Refinancing 101 Webinar

Join us to learn how to better manage the financial aspects of your student loans at this complimentary educational webinar.

Find out how to make the best of the CARES Act payment pause.

Learn how to best leverage your options to take advantage of the CARES Act and how to set yourself up for success when the payment pause ends. We will spend time providing strategies to manage your student loan debt and helping you prepare for your future financial goals. In this seminar, we will cover:

  • Who is CommonBond
  • What is student loan refinancing
  • Who benefits from student loan refinancing?
  • The CARES Act impact on Student debt
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Webinar | The Social Side of Retirement

Webinar | The Social Side of Retirement

Did you know that you don’t have to take your Social Security retirement benefits at age 62? Or even when you stop working?

You can defer your Social Security retirement benefits until you’re 70 and there are good reasons why you may want to do exactly that. Now more than ever, it’s important for you to know how to get the most from your Social Security.

Join us for an educational webinar with and learn how to make the right calls when it comes to Social Security and your retirement. Presented by David G. Freitag, CLU, ChFC®, CRPC®, Advanced Markets Consultant at MassMutual, in discussion with Russell Jacobs, III, CFP®, ChFC®, CFP®, CLU® and Carol Lasek, CLU®, ChFC®.

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