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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.
Wake Forest University and UNC Greensboro are not affiliated with the event and the college should not be contacted regarding the program. Piedmont Financial Educators is not affiliated with, nor endorsed by, the Social Security Administration or any other government agency.
Retiring in the New Reality