RETIRING IN THE NEW REALITY

Wake Forest University 6:00pm – 8:00pm Sept 12 & 19 (Tuesdays) Sept 14 & 21 (Thursdays) Oct 10 & 17 (Tuesdays) Oct 12 & 19 (Thursdays) 

Flywheel Wake Forest Innovation Quarter 10:00am – 12:00pm Sept 16 & 23 (Saturdays) Oct 14 & 21 (Saturdays)

UNC-Greensboro 6:00pm – 8:00pm Sept 26 & Oct 3 (Tuesdays) Sept 28 & Oct 5 (Thursdays)

UNC-Greensboro 10:00am – 12:00pm Sept 30 & Oct 7 (Saturdays)

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.

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

Privacy Policy: We hate spam and promise to keep your email address safe