John Rosser, Financial Advisor

01/20/2023

Our Readers The Mount Airy Mentor After retirement, a teacher continued doing what she loved: opening doors to new possibilities through the written word. by Susan Stafford Kelly

07/29/2022

Approaching another beautiful sunset!
Aye.

05/05/2021

The Social Security decision is one of the most important decisions you will make about your retirement. It's a decision that could potentially result in accumulating hundreds of thousands of dollars in additional retirement income. Join Tim O'Mara, Vice President at the Nationwide Retirement Institute as he breaks down and simplifies the many rules and filing options for Social Security and demonstrates how you can make a suitable decision for your needs by analyzing and comparing different Social Security filing options.

us02web.zoom.us

03/18/2021

Join us to hear Ernie Guerriero, CLU®, ChFC®, CEBS, CPC®*, RICP® discuss the implications of the CARES Act and the SECURE Act for business owners. Additionally, we'll discuss strategies to potentially reduce taxes and traps to avoid.

www.cplanning.com

11/10/2020

Join us Thursday, November 12 at 6:30 pm (EST) to hear from Kelley Wheeler and Michael Acosta, CFP®, Financial Advisors of Consolidated Planning Inc., as they discuss effective ways to plan and prepare for your child's higher education. You won't want to miss this!

us02web.zoom.us

11/10/2020

Studies show that many who are facing retirement struggle with how to effectively turn their retirement account assets into income. Join us to learn key facts about retirement planning in today's economic environment, and potential solutions to help you address the primary retirement risks with guaranteed sources of income. This enjoyable and informative session can help you start a retirement planning conversation that covers all the bases: your health, lifestyle, and relationships--as well as your finances. Presented by James M. Matthews, CFP®, Director of Wealth Management at Consolidated Planning, Inc.

us02web.zoom.us

11/09/2020

Open enrollment is your opportunity to make changes to your Medicare Part D Plan! Click to register for this informative webinar hosted by Tom Dumas, CFP®, ChFC®, RICP®, Financial Advisor of Consolidated Planning and Leslie Aronovitz, CPA, MBA, Certified SHIIP Counselor Volunteer, to find out what options are best for you!

us02web.zoom.us

11/04/2020

Starting this Friday, November 6, The Rotary Club of Greensboro Carousel will be a part of the Greensboro Science Center "Winter Wonderlights!"
Christmas trees on each of the pillars, and much more.
Catch the spirit of the season.