Roadmap Financial

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.

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Upcoming Courses:

Retirement Planning Today®  (Total 6 Hours)
An Educational Course Designed For Pre-Retirees
Click Here To Learn More
Coming Again Soon

Planning Your Retirement (Total 4 Hours)
An Educational Course Designed For Pre-Retirees
Click Here To Learn More
Coming Again Soon

Rejuvenate Your Retirement® (Total 4 Hours)
An Educational Course
Designed For Retirees
Click Here To Learn More
Coming Again Soon

Workshops:

Social Security Planning:
What Married Couples Need To Know To
Maximize Retirement Income Claiming Strategies
Coming Soon


Savvy IRA & 401(k) Planning:
Tax Strategies to Help You Get More Out of
Your Retirement Plan
Coming Soon

Taking The Mystery Out Of Retirement:
The Transition From Saving For Retirement

To Retirement Income
Coming Soon

CPE for CPAs:

Savvy Social Security:
What CPAs, Attorneys, and Other Professionals
Need to Know AboutSocial Security Claiming Strategies
1 CPE Credit
Coming Soon

Savvy IRA Planning for CPAs:
10 Things CPAs Should Know About IRAs

1 CPE Credit
Coming Soon

Managing Health Care Expenses in Retirement:
What Baby Boomers Need to Know About Medicare &

Long Term Care
1 CPE Credit
Coming Soon

COI Roundtable:
Retirement Accounts

1 CPE Credit
Coming Soon

College Planning:
An Inside Look at Qualifying for Financial Aid
1 CPE Credit
Coming Soon

1 Hour to Savvy Cybersecurity:
10 Threats Every Person and Business Faces &

How to Fight Them Now
1 CPE Credit
Coming Soon


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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

 © 2017 Roadmap Financial Consulting, LLC. All Rights Reserved. 

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