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.Click Here to Download Events Calendar
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.
Mondays February 24 & March 2 6:00pm – 8:00pm
Tuesdays February 25 & March 3 6:00pm – 8:00pm
Saturdays February 29 & March 7 10:30am – 12:30pmClick Here to Register for UNCG
Mondays March 16 & 23 6:00pm – 8:00pm
Tuesdays March 17 & 24 6:00pm – 8:00pm
March 21 & 28 10:30am – 12:30pmClick Here to Register for Wake Forest
Mondays April 27 & May 4 6:00pm – 8:00pm
Tuesdays April 28 & May 5 6:00pm – 8:00pm
Our 2020 Yard Party will be held on April 25th, so go ahead and reserve the date. Be on the lookout for your invitation to arrive in early April.
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. When you become a sponsor or participant, you help honor military families and first responders who make the supreme sacrifice of life and limb for our country. Contact us today at (336) 448-1086 or firstname.lastname@example.org for more information.
Save the date and make plans to attend our 2020 Casino night (with a USO theme) on November 12th. This one is by invitation only, so keep an eye on your mailbox and email for your invitation.
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