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.
Client Appreciation Event November 2, 2018
This event is by invitation only.
Watch your mailbox for your invitation and details.
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:
University of North Carolina Greensboro
Tuesdays: September 25 and October 2 6:00pm – 8:00pm
Thursdays: September 27 and October 4 6:00pm – 8:00pm
Saturdays: September 29 and October 6 10:00am – 12:00pm
Wake Forest Innovation Quarter – Flywheel
Tuesdays: October 9 and October 16 6:00pm – 8:00pm
Thursdays: October 11 and October 18 6:00pm – 8:00pm
Saturdays: October 13 and October 20 10:00am – 12:00pm
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