Free Financial Planning Workshops
Join North Shore Bank and Coastal Capital Group, Inc. at one (or all three) of our complimentary educational workshops designed to ensure that you're working toward financial independence. Whether you've just begun or are well on your way, each session will cover a different phase of the planning process.
All sessions will be held from 5:00 p.m. to 7:00 p.m. at the new North Shore Bank Beverly Branch located at 140 Brimbal Avenue.
Understand Your Budget
Tuesday, April 23, 2019
Create A Timeline For Retirement
Tuesday, April 30, 2019
Protect Your Wealth
Tuesday, May 7, 2019
RESERVE YOUR SPACE TODAY - SEATING IS LIMITED
Coastal Capital Group’s Relationship Managers are also available by appointment at all twelve North Shore Bank locations. Relationship Managers will meet with customers at their homes, Coastal Capital Group offices, or another mutually convenient location. For more information or to set up an appointment, contact North Shore Bank at 978-573-1300 or get a head start by filling out the following online form
NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE