Events
Upcoming Events
Lunch & Learn: Smart Strategies for Retirement at Sara J's Restaurant
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.
Past Events
May 28, 2026
6:30p - 7:30p
Chestnut Hill Restaurant
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?
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.
May 19, 2026
12:00p - 1:00p
Cantina Imperfecto
Lunch & Learn: Smart Strategies for Retirement at Cantina Imperfecto
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.