RETIRING IN THE NEW REALITY

In Winston-Salem Sept 12 & 19 (Tuesdays) at 6:00pm – 8:00pm Sept 14 & 21 (Thursdays) at 6:00pm – 8:00pm Sept 16 & 23 (Saturdays) at 10:00am – 12:00pm Oct 10 & 17 (Tuesdays) at 6:00pm – 8:00pm Oct 12 & 19 (Thursdays) at 6:00pm – 8:00pm Location Change Oct 14 & 21 (Saturdays) at 10:00am – 12:00pm

In Greensboro Sept 26 & Oct 3 (Tuesdays) at 6:00pm – 8:00pm Sept 28 & Oct 5 (Thursdays) at 6:00pm – 8:00pm Sept 30 & Oct 7 (Saturdays) at 10:00am – 12:00pm

REGISTRATION FEE INCLUDES YOUR COURSE WORKBOOKS AND MATERIALS.

$49

OR CALL

(336) 893-0355 learn@piedmontfinancialeducators.org 

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Course Overview 

The rules for retiring have changed. Learn how those changes can affect you and how you can better prepare for a prosperous retirement. 

Discover how to:

• Build a stronger retirement in today's new reality. 

• Reduce your tax risk.

• Evaluate the benefits of a Roth.

• Eliminate unnecessary estate planning expenses.

• Maximize your Social Security Income.

• Guard your assets against market loss.

• Identify your best long-term care options.

MEET THE 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.

CHOOSE A 2-DAY COURSE THAT FITS YOUR SCHEDULE

Retiring in the New Reality

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