X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

RALEIGH, N.C. – When Coastal Federal Credit Union signed up retiree author Mitch Anthony to talk at its retirement seminars earlier this month, it anticipated “perhaps a hundred or more to show up,” said Joe Mecca, director of community and corporate relations. “We were absolutely floored when we had a turnout of 750,” said Mecca. Anthony, author of the best seller, “the New Retirementality” and a frequent speaker before business and civic groups on elderly lifestyles, addressed the Coastal gathering in three separate events during the March 7-8 seminars held in Raleigh and Charlotte. The complimentary seminars, including two lunches and a dinner, were hosted by the CU’s Trust and Investment Services unit and co-sponsored by the Coastal Capital Club. The CU’s investment group conducts two or three seminars a month for small groups of members but decided to sign up Anthony last spring after Jerry Kasper, vice president of trust and investment services, heard him speak at CUNA Mutual’s National Sales Summit in 2005. The entertaining and educational talk was well received by the crowd, said Coastal. During the seminars, CU employees set up informational tables where members and potential members discussed an array of retirement planning topics including long-term care, mortgages, home equity loans, trust services, estate planning and business and insurance services. -

Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join Credit Union Times

Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.