Our guest presenter will be Carla M. Jimenez, CRPC ®, CRC ®, CRA, CHSA™, RCC™, Regional Life Consultant, with Nationwide Financial. She will be joined by CFS financial advisors, Catherine Bryant, Rick Lowe and David Burk along with Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union. They are all part of our Coastal Wealth Management team (through CFS*). To learn more about our team, visit the Presenter page for this event.
Log in details for this event will be emailed to you once you register.