Piedmont Financial Educators

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Piedmont Financial Educators is dedicated to helping Triad area residents understand the retirement landscape and discover how to prepare for a prosperous retirement. Piedmont Financial Educators holds courses on local college and university campuses to educate baby boomers who are interested in understanding the economic and social changes that occur in retirement. In a classroom-style learning environment, your instructor will walk you through the importance of actively planning for this life change and the key components that should be addressed in any sound retirement plan, including taxes, income sources, and social programs both long-term and short-term. If you are nearing retirement or just recently retired, you’ll gain a better understanding of key issues that you’ll need to address during this next phase of life.

ABOUT THE COURSE

Retiring in the new reality

  • Creating a retirement road map
  • Keys for transitioning to retirement

Tax Rate Risk

  • How taxes can affect your retirement cash flow
  • The “Catch 22” of 401(k)s and IRAs

Retirement Distribution Planning

  • How to accumulate money in the right types of accounts for retirement
  • The three basic types of retirement accounts

Estate Planning

  • How to potentially reduce estate taxes
  • A will vs. a trust

Maximizing Social Security1

  • Social Security maximization strategies
  • The real cost of Social Security taxation

Protecting Against Market Loss

  • The impact of dramatic market loss in retirement
  • How to guard your assets from stock market volatility

Long-Term Care Planning

  • Alternatives to pay for long-term care
  • Innovations in long-term care planning

About Your Instructor

The rules for a retiring generation of baby boomers have changed. Learn how those changes can affect you as you prepare for a prosperous retirement.

After proudly serving our country in the United States Air Force, Craig Moser settled back in North Carolina and attended Wake Forest University. Craig is a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) professional who focuses on the needs of individuals as they approach and live their retirement. He is a recognized financial commentator, and has appeared in Newsweek, Fortune, and Money. He and his wife, Jennifer, co-host the “How Money Works” radio show heard in the Piedmont every Saturday and Sunday, and appear during NBC’s “Today” show every Monday morning.

Known to his colleagues and clients as a seasoned and experienced independent financial professional, Craig is a sought-after platform speaker at conferences and training events. For years, he has regularly conducted financial workshops and taught at local university and college campuses through their community outreach programs.

Craig resides in Germanton with his wife, Jennifer, and their two dogs. When not working, or spoiling the two grandchildren, he enjoys time with his family of four adult children, target shooting, and “playing” on the farm.

Check the background of this investment professional on FINRA’s BrokerCheck.

Upcoming Courses

WF Innovation Quarter - Flywheel
Thursdays, Oct 12 & 19

6:00 p.m. – 8:00 p.m.

WF Innovation Quarter - Flywheel
Saturdays, Oct 14 & 21

10:00 a.m. - 12:00 p.m.

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Contact Us

Classroom Locations

The University of North Carolina at Greensboro
Elliott University Center
507 Stirling Street
Greensboro, NC, 27412

Classroom Locations

Wake Forest University
Benson University Center
1834 Wake Forest Rd
Winston-Salem, NC 27106

Classroom Locations

Wake Forest Innovation Quarter-Flywheel
450 Design Ave.
Winston-Salem, NC 27101

Office Location

Piedmont Financial Educators
185 Kimel Park Dr.
Suite 200
Winston-Salem, NC 27103

P: (336) 893-0355

E: Learn@PiedmontFinancialEducators.org