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.
When you become a member of the Maestro Wealth family, you quickly realize the importance we place on our relationship with you. We enjoy spending time with you and getting to know you on a more personal level. One of the ways we do this is by hosting client appreciation events throughout the year. It’s our way of saying ‘thank you’ for being part of the Maestro Wealth family.
We welcome clients, guests, and visitors to attend our workshops and most events. RSVP today or call us at (336) 448-1086 to reserve seats for you and your guest.
During the year Craig Moser, CFP®, CRPC®, teaches financial 2-evening courses through Retirement Wealth Academy 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 Maestro Wealth Advisors (336) 448-1086 for more information.
This course is for anyone who is serious about having a more secure retirement in our New Reality. Whether you’re thinking about, approaching, or are already in retirement, it is critical to know the major financial threats you face and the right strategies to help protect your assets. Our 2020 schedule is currently being developed. Please check back often as additional dates and locations will be added.
Due to safety and well-being concerns related to COVID-19, neither Wake Forest University, nor the University of North Carolina – Greensboro are hosting events and meetings that are not critical to their core mission.
New Reality courses scheduled for March at Wake Forest University have been canceled.
New Reality courses scheduled for April are suspended pending further updates.
Our 2020 Yard Party will be held on April 25th, so go ahead and save the date. Join us for an afternoon of fun with hot dogs and hamburgers, horseshoes, cornhole, badminton, giant kerplunk and jenga, and take a paddle boat around the lake. Be on the lookout for your invitation to arrive in early April, and don’t forget to bring a guest or two “just like you”!
COVID-19 UPDATE: We regret this event has been canceled.
We have a tentative date of June 27th for an exclusive screening of Top Gun: Maverick. Invitations will be emailed to clients and guests in early June. We encourage all members of the Maestro Wealth family to join us, and to bring a guest or two who may benefit from meeting us in a casual and relaxed atmosphere.
COVID-19 UPDATE: This event is tentative. Please check back for updates.
Our first golf tournament to benefit Stephen Siller Tunnel to Towers Foundation is being held on August 31, 2020 at Forsyth Country Club in Winston-Salem. For more information, visit our Golf Tournament page, contact us today at (336) 448-1086, of send an email to firstname.lastname@example.org for more information.
COVID-19 UPDATE: This event has been postponed until 2021. Updated information will be posted as it becomes available.
Save the date and make plans to attend our 2020 Casino night (with a USO theme) on November 12th in Kernersville. This one is by invitation only, so keep an eye on your mailbox and email for your invitation, and don’t forget to bring a guest who may benefit from meeting Maestro Wealth in a laid-back and fun atmosphere.
Kickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:
Customized Social Security Benefit Summary
to help maximize the payments you are entitled to
to summarize all aspects of your financial affairs
showing how your investments have performed historically and the fees that you are paying