Client Access

Current Events & Workshops

Balanced and informative education is crucial to make sound financial decisions and gain that added peace of mind that’s so important to leading a stress-free life. That’s why we provide workshops to help answer your key questions and perhaps uncover things you may not have thought about. We design our workshops around your interests and in an educational format versus a sales format, providing ample time to answer your questions. You will see firsthand how our dedicated team is both knowledgeable and personable.

We welcome clients, guests, and visitors to attend our workshops.
RSVP today or call us at (336) 448-1086 to reserve seats for you and your guest.

The New Reality In Our Retirement

During the year Craig Moser, CFP®, CRPC®, teaches financial 2-day courses through Piedmont Financial Educators at select colleges and universities.

Learn the principles of conservative retirement planning and increase your awareness of overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. Perhaps — and most importantly — this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world.

Join Craig for an upcoming course of The New Reality in Our Retirement offered on a campus near you.

Call Piedmont Financial Educators at (336) 893-0355 for more information or register for the course below:

September 12 & 19

6:00 p.m. – 8:00 p.m.

Wake Forest University

September 14 & 21

6:00 p.m. – 8:00 p.m.

Wake Forest University

September 16 & 23

10:00 a.m. – 12:00 p.m.

WF Innovation Quarter-Flywheel

September 26 & October 3

5:30 p.m. – 8:30 p.m.

UNC – Greensboro

September 28 & October 5

5:30 p.m. – 8:30 p.m.

UNC – Greensboro

September 30 & October 7

10:00 a.m. – 12:00 p.m.

UNC – Greensboro

October 10 & 17

6:00 p.m. – 8:00 p.m.

Wake Forest University

October 12 & 19

6:00 p.m. – 8:00 p.m.

Wake Forest University

October 14 & 21

10:00 a.m. – 12:00 p.m.

WF Innovation Quarter-Flywheel

Past Events

2017 Cooking Class
2016 Swing Dance
2016 Picnic
2015 Casino Night
2014 Casino Night