Courses & Workshops
At Roadmap Financial Consulting we believe that informed people make wise financial decisions. So we do our best to provide educational opportunities throughout the community. Glenn W. Mosseller is a Certified Financial Education Instructor and often teaches retirement courses held at Colleges and Universities in the Greensboro Area. Glenn also regularly teaches financial workshops at the Greensboro Public Library and the Smith Senior Center. Additionally, Glenn offers courses and workshops to local businesses, Churches and other nonprofit organizations wanting to provide financial education to their employees, congregations, donors and patrons.
Glenn also offers continuing education classes for CPA’s.
Workshops:
7 Critical Actions To Take In Case Of Dementia
An Educational Workshop
The Kathleen Clay Edwards Family Branch Library
Tuesday: March 10th – 6:45 PM or
Thursday: March 12th – 2:00 PM
Click Here To Register!
Taxes In Retirement
An Educational Workshop Designed For Retirees & Pre-Retirees
Coming Soon
Understanding Social Security & Medicare
An Educational Workshop Designed For Retirees & Pre-Retirees
Coming Soon
Upcoming Courses:
The Changing World Of Retirement Planning (6 Hour Course)
An Educational Course Designed For Retirees & Pre-Retirees
Coming Soon!
CPE for CPAs:
Savvy Social Security:
What CPAs, Attorneys, and Other Professionals
Need to Know About Social Security Claiming Strategies
1 CPE Credit
Savvy IRA Planning for CPAs:
10 Things CPAs Should Know About IRAs
1 CPE Credit
Managing Health Care Expenses in Retirement:
What Baby Boomers Need to Know About Medicare &
Long Term Care
1 CPE Credit
COI Roundtable:
Retirement Accounts
1 CPE Credit
College Planning:
An Inside Look at Qualifying for Financial Aid
1 CPE Credit
1 Hour to Savvy Cybersecurity:
10 Threats Every Person and Business Faces &
How to Fight Them Now
1 CPE Credit
