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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 8, 2021

6:00p - 7:00p

Zoom Webinar (Registration Required)

CFA Important Tax and Legislation Updates - Bring a Friend

Many have questions about the impact of Rising Taxes and Proposed Legislation. Join CFA for an important discussion and what this may mean to you!

May 18, 2021

6:00p - 7:00p

Zoom Webinar (Registration Required)

CFA Important Tax and Legislation Updates - Bring a Friend

Many have questions about the impact of Rising Taxes and Proposed Legislation. Join CFA for an important discussion and what this may mean to you!

May 13, 2021

6:00p - 7:15p

St James Community Center

How Will Recent Social Security Changes Affect You?

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

April 20, 2021

6:00p - 7:15p

UNCW Center for Innovation and Entrepreneurship

How Will Recent Social Security Changes Affect You?

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

March 25, 2021

6:30p - 7:30p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

March 23, 2021

6:30p - 7:30p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

March 4, 2021

6:30p - 7:15p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

March 2, 2021

6:30p - 7:15p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

February 25, 2021

6:00p - 7:15p

St James Community Center

How Will Recent Social Security Changes Affect You?

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

February 16, 2021

6:00p - 7:15p

Magnolia Greens Golf Club

How Will Recent Social Security Changes Affect You?

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies in 2021!

January 26, 2021

6:00p - 7:15p

St James Community Center

How Will Recent Social Security Changes Affect You?

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

January 16, 2021

11:00a - 1:00p

Bluewater Waterfront Grill

2021 Social Security & Tax Updates Workshop Lunch & Learn

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

January 14, 2021

6:00p - 7:15p

Magnolia Greens Golf Club

How Will Recent Social Security Changes Affect You?

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

November 14, 2020

11:00a - 1:00p

Bluewater Waterfront Grill

Optimizing Social Security & Retirement Income Lunch & Learn

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

November 9, 2020

5:30p - 7:30p

Bridgewater Wines

Coastal Financial Advisors Client Appreciation Night!

Join Coastal Financial Advisors for a night of fun and festivities to thank our wonderful clients! We will be enjoying a Wine Tasting from Bridgewater Wines in Leland. Plan for a lively night of conversation, Music Bingo and prizes! You don't want to miss this grand event.

November 8, 2020

5:30p - 7:30p

Bridgewater Wines

Coastal Financial Advisors Client Appreciation Night!

Join Coastal Financial Advisors for a night of fun and festivities to thank our wonderful clients! We will be enjoying a Wine Tasting from Bridgewater Wines in Leland. Plan for a lively night of conversation, Music Bingo and prizes! You don't want to miss this grand event.

October 24, 2020

11:00a - 1:00p

Bluewater Waterfront Grill

Optimizing Social Security & Retirement Income Lunch & Learn

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

October 17, 2020

11:00a - 1:00p

Magnolia Greens Golf Club

Optimizing Social Security & Retirement Income Lunch & Learn

Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies.

September 30, 2020

11:00a - 12:00p

Webinar (Registration Required)

The Economy, The Pandemic & The Elections; What's Next?

Find out how the global economy is changing and the 2 economies here in the USA.

September 30, 2020 - October 1, 2020

9:00a - 5:00p

Virtual

2020 Wilmington Biz Conference & Expo

CFA is excited to invite you to the annual Wilmington Biz Expo! Please join us for 2 days of online lively connections with local businesses. CFA will be giving away 20 tickets for the two-day event (a $35 value) for the first 20 registrants! REGISTER TODAY!

August 20, 2020

6:00p - 7:15p

Zoom Webinar (Registration is required)

Coastal Financial Advisors Client Webinar JUST FOR YOU!

Over this past week, a common theme started to evolve in the questions we are receiving. I thought it was important enough a topic to share our knowledge and education with all our clients. So....what is the topic? The Economy, The Elections, Covid-19, What Now?

August 18, 2020

6:00p - 7:15p

Zoom Webinar (Registration Required)

Taxes In Retirement Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

August 13, 2020

6:00p - 7:00p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

August 11, 2020

6:00p - 7:00p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

July 16, 2020

6:00p - 7:15p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

July 14, 2020

6:00p - 7:15p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

May 19, 2020

6:00p - 7:15p

Zoom Webinar (Registration is Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

May 14, 2020

6:00p - 7:15p

Zoom Webinar (Registration Required)

Solving the Retirement Puzzle Online Webinar with Mike Cunningham

In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.

May 7, 2020

6:00p - 7:15p

Zoom Webinar (Registration is required)

Coastal Financial Advisors Client Webinar JUST FOR YOU!

We've heard from several of our clients concerned about the current situation and what's in store going forward and wanted to share a few topics with you. So this webinar is just for you, our clients.  Please join us!

Event Registration