Piedmont Financial Educators

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The New Reality in Our Retirement

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$49

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(336) 893-0355

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Retirement fundamentals are substantially different now. Learning and applying new truths and techniques will prepare you for what's ahead so that you can retire successfully.

ABOUT THE COURSE

Retiring in our New Reality

  • Threats to our retirement
  • Developing a plan for today’s world

The Risk of Increasing Tax Rates

  • What the true experts say about future tax rates (The new tax law doesn’t address this.)
  • Did we really lose all those deductions in retirement?

Income Planning in Retirement

  • Maximizing retirement cash flow
  • Roth IRA vs. traditional IRA – Which is best?
  • How you could reduce or eliminate taxes in retirement

The New Reality in Our Social Security Benefits

  • Social Security taxation
  • How to reduce or eliminate taxes on your Social Security

Protecting Against Market Loss

  • What actually happens to you in a market loss
  • Does buy and hold work today?
  • Risk vs. reward

The New Reality in Our Estate Planning

  • What is estate planning, and do I really need it?
  • What is probate?
  • Should I have a will or a trust?

The New Reality in Our Long-Term Care Planning

  • The effect of long-term care expenses on your retirement
  • What are the community spouse rules and their effect?

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

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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

Class Location:

Wake Forest Innovation Quarter – Flywheel
450 Design Avenue
Winston-Salem, NC 27101