• Coastal Wealth

First Week of October - New 12-Week Year

Updated: 6 days ago


Harris Fishman, the Chairman, discusses that commission close is October 20 with only 60 workdays left to the calendar year 2020. A new 12-week year is upon us. Those of you that celebrated the Jewish New Year. Happy New Year to you. Hope you had a meaningful holiday with your family and continue to stay healthy and safe in this new year. We will be hosting a Business Mastery Series. This is an opportunity to really learn more about the business marketplace, it's going to be every Tuesday morning for an hour and a half. We will kick it off next Tuesday, October six. We will cover why call on business owners, we will cover business valuations, qualified plans, key person insurance, ways continuation, buy-sell, and everything that you need to know about the business marketplace and that training class will run for the next 12 weeks so take advantage of that opportunity. Wednesday, September 30th, we will have an opportunity from a presentation from the Bank of New York Mellon. They are doing a specific Coastal Wealth Agent only session on the impact of the election on the market. So, it's a session, you certainly want to take advantage of! Thanks for all that you do. Have a phenomenal week and today is the day.

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Phone: (954) 308-7138

(954) 331-5050

1000 Corporate Drive, Suite 700 Ft. Lauderdale, FL 33334

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