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JOIN US FOR A COMPLIMENTARY PRESENTATION

Retirement Isn’t Just About Stopping Work

The three most critical parts of this are Estate Planning, Retirement Planning, and Legacy Planning. Have you taken steps to prepare in all three areas?

Click the date below to register!

Thu May 28

Chestnut Hill Restaurant - Waitlist Only

6:30pm Eastern - 9922 N Kings Highway Myrtle Beach, SC 29572

This Event Is Full This Event Has Already Taken Place

What You'll Learn

Is Your IRA a Ticking Time Bomb! Learn how to reposition qualified assets and turn future tax liabilities into tax-free income.
Understanding Your Risk Tolerance What your comfort with risk really means for your investment strategy—and how to prepare properly for the road ahead.
Estate Planning Myths Over $2 billion is spent on probate every year in the U.S., across nearly 3 million cases. Yet 61% of Americans believe a will is enough. The truth? Effective estate planning goes far beyond a will.
Protecting Your Legacy Are your legal documents current—and have they been reviewed within the last 4 years? Have you updated them since moving to Florida?

Featured Speaker

Flavio Medeiros + Bailey Artis

Flavio is a fiduciary financial advisor and Navy veteran with over 20 years in retirement planning. He works with pre-retirees and retirees across the country to build income strategies that actually hold up — in any market. He's also a published author and is married with 3 boys. He's deeply rooted here in the Grand Strand area being very involved with community.

Bailey is an Insurance specialist with Coast Wealth's sister company, Charter Financial Group of Carolina. She makes Medicare and other coverages easy to understand, and with a wide variety of carriers, can help many people save on their coverages. When she's not busy helping clients, she and her husband spend time with their 2 boys and their sports endeavors.

The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees. Opinions expressed herein are solely those of Coast Wealth Management Group LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Coast Wealth Management Group LLC an Investment Advisor in the State of South Carolina. Being registered as an investment adviser does not imply a certain level of skill or training.