We are beyond excited to announce that our team is growing! We have joined forces with MassMutual South Florida and MassMutual South East Coast to create one of the largest insurance and wealth management firms in the Southeastern United States. Click here to learn more: https://bit.ly/2To6WdK
Congrats to Howard Bienenfeld, CLU, ChFC, on his work anniversary of 40 years! Originally from Teaneck NJ, “Howie” moved to Florida in 1976 to establish his family and his practice.
His innate ability to connect with people has played a huge factor in his success. He’s a hugger, a kisser and most importantly a hand holder who offers comfort and confidence to his clients and prospects on their financial decisions. (with COVID-19 safety precautions of course 😊) Some of his best friends are his clients and some of his clients are his best friends.
Howard and his wife are active members of their local Jewish community. They are blessed with 4 children and 9 grandchildren. Cheers to many more great years in the business! 🎉🥂
#ThrowbackThursday #WorkAnniversary
Have you registered yet?
⭐️TOMORROW! Webinar: Money Skills For Kids | Goal Setting⭐️
With so many kids learning at home now, this is a great opportunity to teach them about managing their money! This family-friendly adventure uses games, discussion, and fun to teach kids (age 9-12) about setting goals and saving money for the good stuff. 👨👩👧 🙋🏽♂🧑💻
THU, SEP 24
Webinar | Money Skills for Kids: Goal Setting
We are happy to congratulate Coastal Wealth Financial Planner, Casey Johnson and his wife Sindy on the birth of their daughter, Mia Grace Johnson, born on August 27, 2020 at 12:39pm.
Welcome to the #CoastalFamily Mia! 👶🍼✨
⭐ Attention parents! ⭐ Don't miss our FREE Webinar | Money Skills: Saving up, TOMORROW 9/22 @ 6pm. This kid-friendly adventure will use games, family discussion, and fun to teach kids (age 5-8) about setting goals, saving money, and creating a budget. Presented by Chad Tourin, J.D., CPA, Associate Managing Director at Coastal Wealth. 🎟️ Register Now!
TUE, SEP 22
Webinar | Money Skills for Kids: Saving Up
Shanah Tovah to all who celebrate #RoshHashana! The #CoastalFamily wishes you and yours a very happy and sweet new year. 🍎 🍯
We are happy to welcome another baby to the #CoastalFamily! Congratulations to Financial Planner / Special Care Planner, Hiram E Hernandez, RICP, and his wife Brenda on the birth of their fourth baby boy! Son Dilan Joseph was born September 22 at 12:42pm, weighing 5lb 9oz | 18” long. 👶🍼✨
October is #BreastCancerAwarenessMonth. The #CoastalFamily encourages you to help build awareness on the importance of regular checkups and early detection. Chances are you or someone you know has been affected by breast cancer.
We are #StrongerTogether💗💕
Visit www.nationalbreastcancer.org for resources and support.
Coastal Wealth’s Glen Golish, is featured in this MassMutual blog post - 5 Mistakes When it Comes to Designating Beneficiaries.
Learn to avoid these common mistakes around beneficiary designations that financial professionals like to warn people about.
https://blog.massmutual.com/post/beneficiary-mistakes
BLOG.MASSMUTUAL.COM
5 mistakes when it comes to beneficiaries | MassMutual
Please join us in congratulating Financial Services Representative, Yosef Benson on passing his Series 7. Keep up the great work Yosef, we are proud of you! 👏👍
Planning for retirement income is an important part of your long-term financial well-being. Join us for our next webinar, Sources of Retirement Income, on October 29th to learn more on this topic. Register today!
THU, OCT 29 AT 6:00 PM EDT
Webinar | Sources of Retirement Income with Chris Price
Planning for retirement is an important part of your long-term financial well-being. Join us for a complimentary webinar this Thursday with Christopher Price, CFP®, RICP®,ChFC®, Certified Financial Planner Professional, as he outlines common sources of retirement income. Register today!
http://tinyurl.com/coastalwebinar
THU, OCT 29 AT 6:00 PM EDT
Webinar | Sources of Retirement Income with Chris Price
We stand with our mothers, sisters and friends who have battled breast cancer. The #CoastalFamily wears pink today in support of women around the globe fighting this disease. Keep putting off your mammogram? Schedule it today! Early diagnosis results in a better chance of survival. Let's continue to raise awareness. 🎗️💪💕
#GoPink #BreastCancerAwareness #StongerTogether
We are delighted to share that Coastal Wealth’s own Alejandro Mendieta and Ely Reyes-Mendieta received keys to the City of Miami along with a proclamation celebrating their leadership and philanthropy. We are proud of all the amazing work you continue to do for the community!🗝👏
#CoastalFamily #Community #Leadership
Have you ever thought about your reputation? Coastal Wealth Chairman, Harris Fishman reminds us about the importance of your reputation - how you make other people feel. Are you proud of your reputation or can you be doing better? You have the power to control and create the reputation that you want for your life.
#LeadershipLessons
https://youtu.be/8XgD7X0qWvQ
YOUTUBE.COM
Harris Fishman, Lessons Learned | Reputation
https://www.massmutual.com/lp/specialcare
October is National Disability Employment Awareness Month! MassMutual’s SpecialCare program helps people take the right financial steps to provide lifetime quality care that dependents with special needs may require. Click SpecialCare to find out more www.massmutual.com/SpecialCare.
MASSMUTUAL.COM
Special Needs – Live Mutual – MassMutual
BLS Wealth Management, one of our South Florida teams, recently sponsored the Virtual Broward Walk to End Alzheimer's. Coastal Wealth and MassMutual matched the funds contributed to help the Alzheimer's Association with their fundraising goal. We are grateful for the opportunity to help make an impact in the fight against Alzheimer's and dementia. Giving back to the community may look a little different now a days, but there are countless ways to get involved.🤝
#GiveBack #Community
Join us in congratulating Registered Representative, Jerome H. Tellis, on his work anniversary of 31 years in the business! Jerome started his career with MetLife in 1989. He enjoys golf and cycling in his free time and proudly cycled over 60 miles on his road bike for his 60th Birthday. Here's to you Jerome! 🎉
#CoastalFamily #HappyWorkAnniversary
We're happy to share that Coastal Wealth - Oakland Park Offices was selected as a finalist for the South Florida Business Journal 2020 Structures Awards in the BEST REUSE/REHAB PROJECT category. The Structures Awards recognize South Florida's top-of-class real estate projects among 15 unique categories.
Congratulations to The Ritz-Carlton Residences, Miami Beach for bringing home the win. We are pleased to be included among businesses that are shaping South Florida! 🏢🏆
Join us tomorrow at 6pm for complimentary webinar on the Investment Implications of the 2020 Election. Rich Antonucci, Regional Vice President, South Florida, Prudential Annuities presents this informative webinar offering a view of what investors should know beyond the election.
🎟️Register Now! https://tinyurl.com/cwelectionwebinar
Congratulations to Ryan Solle, Coastal Wealth Advanced Markets Director and his wife Natasha, on the birth of their new baby boy! Harrison Duke Solle was born on November 15th weighing 9lb1oz. Welcome to the #CoastalFamily! 👶🍼💙
We are happy to announce that not only has Coastal Wealth been named a winner of the 2020 Best and Brightest Companies To Work For in the Nation, we also placed in the Top 101 Highest scoring companies in the Nation! Congratulations to our entire team for setting the standard. Let’s continue to shine! ✨🎉
MYCOASTALWEALTH.COM
Coastal Wealth
Welcoming another lil’ one to the #CoastalFamily! 👶 Sending big congratulations to Managing Associate, Chad Tourin, and his wife Katie on the birth of their new baby girl! Hannah Rose Tourin was born on Monday, February 1st. We wish the family of four nothing but happiness and good health. 🍼💕
👋 Say hello to our newest Coastal Wealth team members. We are happy to share that these Financial Professionals have recently joined our #CoastalFamily. We look forward to working with you all! #TheBestIsYetToCome
In honor of #BlackHistoryMonth we celebrate the achievements of those who changed history! Shirley Chisholm was the first African American woman elected to the House of Representatives - elected in 1968 to represent the state of New York. She broke ground again in 1972 as the first major party African American candidate and first female candidate for president of the United States. Learn more about her trailblazing career: http://ow.ly/PeUy50DqNMw
The 7 Financial Purposes You Should Have for 2021
ENTREPRENEUR.COM
The 7 Financial Purposes You Should Have for 2021
