Description
Join us for a relaxed Lunch & Learn where we’ll walk through smart, practical strategies for building a more complete retirement plan.
We’ll cover how to create reliable income from your savings, ways to help reduce taxes over time, and how to think about protecting your assets from market risk. We’ll also touch on estate and legacy planning—so what you’ve built is passed on the way you intend.
This session is designed to simplify the bigger picture and give you clarity on where you stand today.
Lunch will be provided at our expense. No obligation.
Date and Time
Tue, May 19, 2026
12:00p - 1:00p EST
Location
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.