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.
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 Foundations For Retirement or The New Reality in Our Retirement offered on a campus near you. Call Maestro Wealth Advisors (336) 448-1086 for more information.
Save The Date: July 20, 2019
We’re pleased to host a screening of The Lion King exclusively for members of the Maestro Wealth family and their guests on Saturday, July 20th. Popcorn and drinks will be provided.
We encourage you to bring friends and/or or family to watch this action-packed movie.
As part of our Giving Back initiative for 2019, we’re supporting Veterans Helping Veterans Heal. There will be boxes where you may donate toiletries for the Veterans if you choose to participate. (Items like shaving cream, razors, toothbrush, toothpaste, soap, etc. are always needed). Also, for each adult guest you bring, Maestro will donate $5 in your name.
This event is by invitation only. Keep an eye on your mailbox for your invitation and tickets.
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