Live Events
Welcome to our events page! We typically schedule new events for registration on a quarterly basis.
Our goal is to provide our members and guests a variety of financial planning topics and date/time options.
If you have any questions regarding our events, please reach out to us through the contact form on this page, at wealthmanagement@coastal24.com or (919) 882-6655.
"Care, Costs & Confidence: Understanding Long-Term Care” Webinar - registration is open
Date: Wednesday, June 10, 2026
Time: 12:00PM - 1:00 PM ET
Event Details:
Join us for a concise introduction to long‑term care and why planning ahead matters. This webinar will cover what long‑term care is, the types of care and services available, common costs, and basic planning considerations to help you protect your health, finances, and loved ones. Ideal for members who want a clear, practical starting point.
Our guest speaker will be Liz Brooks , CLTC®, Life Insurance and LTC Specialist with Brighthouse Financial. She will be joined by Rick Lowe, LPL Financial Advisor, and Drew Snider, CERTIFIED FINANCIAL PLANNER®, from our Coastal Wealth Management team
Event Manager, Alwyn Ngo, can be reached directly at (919) 665-4552 or wealthmanagement@coastal24.com should you have any questions.