Piedmont Financial Educators

REGISTER TODAY

The New Reality in Our Retirement

Mondays
January 22nd & 29th

6:00 – 8:00pm

University of North Carolina Greensboro

Elliott University Center

507 Stirling Street
Greensboro, NC 27412

Thursdays
January 25th & February 1st

6:00 – 8:00pm

University of North Carolina Greensboro

Elliott University Center

507 Stirling Street
Greensboro, NC 27412

REGISTRATION FEE INCLUDES YOUR COURSE WORKBOOKS AND MATERIALS

$49

OR CALL

(336) 893-0355

Your privacy is important to us and we protect it with industry-standard security measures.

The rules for a retiring generation of baby boomers have changed. Learn how those changes can affect you as you prepare for a prosperous retirement.

ABOUT THE COURSE

Retiring in the New Reality™

  • Creating a retirement road map
  • Keys to transitioning to retirement

 

Tax Rate Risk

  • How taxes can affect your retirement cash flow
  • The “Catch-22” of 401(k)s and IRAs

 

Retirement Distribution Planning

  • How to accumulate money in the most tax-efficient accounts for retirement
  • The three basic types of retirement accounts

 

Estate Planning

  • How to potentially reduce estate taxes
  • A will vs. a trust

 

Maximizing Social Security

  • Social Security maximization strategies
  • The real cost of Social Security taxation

 

Protecting Against Market Loss

  • The impact of dramatic market loss in retirement
  • How to guard your assets against stock market volatility

 

Long-Term Care Planning

  • Alternatives to pay for long-term care
  • Innovations in long-term care planning

 

Meet Your Instructor

Craig Moser, CFP®, CRPC®

Known to his colleagues and clients as a seasoned and experienced independent financial professional, Craig is a sought-after platform speaker at conferences and training events. He believes education and trust are at the heart of a solid client-advisor relationship. For years, Craig has regularly conducted financial workshops and taught at local university and college campuses through his community outreach programs.

With over 25 years serving the public as a financial advisor and advocate, and earning the title of Certified Financial Planner™ (CFP®), Craig brings education, examination, experience, and ethics into the classroom.

Craig is an Investment Advisor Representative of Retirement Wealth Advisors Inc., a Registered Investment Advisor, and a Registered Representative with TCM Securities Inc., Member FINRA/SIPC.

Upcoming Courses

Mondays
January 22nd & 29th

University of North Carolina Greensboro
Elliott University Center
6:00 – 8:00pm

Thursdays
January 25th & February 1st

University of North Carolina Greensboro
Elliott University Center
6:00 – 8:00pm

Saturdays
January 27th & February 3rd

University of North Carolina Greensboro
Elliott University Center
10:30 – 12:30pm

Register Now!

Contact Us

Office Location:

Piedmont Financial Educators
185 Kimel Park Dr.
Suite 200
Winston-Salem, NC 27103

P: (336) 893-0355

E: Learn@PiedmontFinancialEducators.org

Class Location:

University of North Carolina Greensboro
Elliott University Center
507 Stirling Street
Greensboro, NC 27412