Events

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.

 

Retirement Education

During the year Craig Moser, CFP®, CRPC®, teaches financial 2-day 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.

The New Reality In Our Retirement

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.  Select the two day course that best suits your schedule:

Wake Forest Innovation Quarter – Flywheel Co-Working

Tuesday’s       September 10 and 17                      6:00pm – 8:00pm

Click Here to Register for Flywheel

 

 

UNCG – Elliott University Center 

Monday’s       September 30 and October 7        6:00pm – 8:00pm

Tuesday’s       October 1 and 8                                6:00pm – 8:00pm

Saturday’s    October 5 and 12                             10:30am – 12:30pm

Click Here to Register for UNCG

 

2019 Casino Night: Great Gatsby Gala

Always a favorite, this year’s Casino Night will be held in downtown Winston-Salem on October 29, 2019.  This one is by invitation only, so keep an eye on your mailbox in early October.

Past Events

Ready to get MORE out of your retirement?

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

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

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