Financial Planning Seminars
1.

Choose the topic(s) that you would like to learn more about:

Paying for College - How much do I need to save to send my child to college?
Spending & Saving - Is there an easy way to track my income and expenses?
Managing Debt - How can I reduce my current debt?
Investing - What is asset allocation and why should I care?
Saving for a Sound Future - What is the best way for me to save for retirement?
Planning for Retirement - Do I have enough money to retire?
The Basics of Estate Planning - Do I need a will, health care proxy and power of attorney?
2.

What day of the week works best for you?

Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
3.

What time of day works best for you?

Morning
Afternoon
Evening
4.
Which city/town would be most convenient for you?

Beverly, MA
Danvers, MA
Merrimac, MA
Middleton, MA
Newton, NH
Peabody, MA
Salem, MA
Saugus, MA
5.
If you would like us to notify you when these seminars are available, please fill out the following information:

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Investment advisory services offered through Coastal Capital Group, Inc., a Registered Investment Adviser. Coastal Capital Group, Inc., and North Shore Bank are not affiliated.

NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE