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Upcoming Events & Seminars

Protecting Your Assets - Lunch and Learn at DeNovo's Trattoria Thumbnail

Protecting Your Assets - Lunch and Learn at DeNovo's Trattoria

We all work hard to acquire our most valuable assets, such as a home, vehicles, businesses, investments, and overall portfolio, so it makes sense to have adequate protections and strategies in place to offset the unexpected. Join Colleen Nichols, account executive at Goosehead Insurance, and Tylor Lennox, financial advisor at Coastal Wealth Management, LLC., for a discussion on asset protection, and smart strategies for your investments and retirement.

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2021 & Investing After Covid Thumbnail

2021 & Investing After Covid

2020 was filled with immense challenges and changes, but what's on the horizon for the investment world? Join Coastal Wealth Advisors Tylor Lennox, Troy Lennox, and Chip Gordy, for a discussion on forward-looking market sentiments on a global & multi-industry scale, and what it means to your portfolio.

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Webinar: Investing During an Election, Balancing Risk & Reward Thumbnail

Webinar: Investing During an Election, Balancing Risk & Reward

As we near election day, market volatility has become a day-to-day occurrence, and outlining a plan for your retirement has never been more important. Join Coastal Wealth Advisors Tylor Lennox, Troy Lennox, and Chip Gordy, and Prudential Life guest speaker Mike Giles, for a discussion on retirement readiness, asset protection, and smart ways to stay invested.

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