NorthStar
Financial Workshops

Retirement Planning Workshops

We believe pre-retirees and retirees should have access to the tools and knowledge necessary to make smart decisions for their future. That’s why we provide these free educational courses in our community to help empower retirees. 

We regularly host no-cost, no-obligation retirement planning classes and presentations on a variety of topics affecting individuals and couples in their mid-50s and older.

Please join us for one of our next events or sign up below to receive information about upcoming events.

 

Fall Retirement Workshop Schedule

Whether you’re nearing retirement age or already there, managing your income is crucial — if you don’t act now, you could lose out on retirement income or wind up overpaying on your taxes. Our goal is to help ensure your retirement income strategy is optimized in today’s economic uncertainty.

Designed for Pre-Retirees & Retirees, Ages 50-70. Complimentary food & beverages provided.

Surviving Retirement: Learning how to avoid costly mistakes may be the best investment you can make.

• How the impact of inflation could affect your investment portfolio.
• How to mitigate market risk and safeguard your investments.
• Key questions you should ask any financial advisor.
• How future tax rate increases may affect your retirement and what you can do now.
• How you can create a guaranteed retirement income that you and your spouse cannot outlive.
• Why a Will is important and ideas on how a trust can be used in estate planning.

George Fossing, President & CEO of NorthStar Financial & Retirement Planning
Wade Cupcheck, Estate Planning Attorney

Tuesday- September 20,2022 or Thursday- September 22,2022
6:30 PM -Ruth’s Chris 851 Congaree Rd, Greenville, SC 29607
To RSVP: Call (864) 297-0762

 Plan Well, Retire Well: Learning how to avoid costly mistakes may be the best investment you can make.

• How to protect yourself against future drops in the market without completely sacrificing the chance to grow your money now.
• Understanding the South Carolina probate process. What you need to have in your will and trust.
• Traditional “safe” havens for retirement savings such as money-market funds, government bonds and CDs are yielding after-tax returns significantly below inflation. You’ll discover better options.
• Learn how you can create a safe and secure stream of ‘retirement paychecks’ that are guaranteed for your life –
and your spouse’s life through the use of fixed annuities.
• Why your IRA/401(k) is a potential tax disaster – and what you can do about it.
• Making the right choices with your Social Security Benefits. The difference could be an additional $100,000 – $300,000.

• Bonus Topic: A strategy to help get you as close to the zero percent tax bracket as possible.

George Fossing, President & CEO of NorthStar Financial & Retirement Planning
Wade Cupcheck, Estate Planning Attorney
Travis Smith, CPA, Investment Advisor

Tuesday- October 11,2022 or Thursday- October 13,2022
6:30 PM -Ruth’s Chris
851 Congaree Rd, Greenville, SC 29607
To RSVP: Call (864) 297-0762

Contact Us for Information:

Fall Retirement Workshops

Sign Up Today!

It can be difficult to decide where to go for financial advice. At NorthStar, we believe in the Golden Rule: treat others the way you would like to be treated. We understand that people can be apprehensive when asking for information and assistance.

Our promise to you is that we will be respectful of your time and there will be no pressure or obligation to do business with us. We want you to be comfortable from the minute we meet!

- George

George Fossing RICP® | CLTC®, President, CEO

NorthStar Educational Workshops

Virtually and In-Person; 

Below are some of our retirement and educational courses that we offer:

Myth vs. Reality

It’s a new season, time to look back at the previous few months, and see what really happened versus what we expected. What events are shaping the remainder of the year, in the markets and in the economy? Market correction or rally? Bond market meltdown or rebound? Where are the risks and opportunities as we look ahead?

The Truth About Annuities

For decades many hard-working Americans have relied upon variable and fixed indexed annuities to help protect the retirement assets they have worked so hard to build and gain greater confidence in their retirement strategy. But the simple truth is many of these products can be difficult to understand. Learn what you “must-know” about these complicated products.

Taxes in Retirement

It’s not too late to cut your taxes. The most overlooked threat to a successful retirement is taxes. The idea of being in a lower tax bracket in retirement simply isn’t true. Learn strategies to reduce taxes on Social Security benefits and Required Minimum Distributions so you can enjoy your retirement, not fund the government!

The Truth about Mutual Funds

Mutual funds are common investments, which on the surface can seem very easy to understand, however, this is simply not true. In fact, what mutual fund owners don’t know can be costing them dearly. Learn the vulnerable areas in your mutual funds and how you can protect your investments.

Social Security Planning

You’ve worked hard for your money- and you’ve contributed to Social Security over your entire working life. The decisions you make now can have an impact on your lifetime income. Learn how to maximize your Social Security benefits and minimize the taxes you pay on those benefits.

Required Minimum Distributions (RMDs)

Discover the ins and outs of Required Minimum Distributions; what are they and how are they taxed? Which accounts are subject to RMD’s? How do RMD’s impact taxes on Social Security, pensions and other investments? Learn 10 things you should know about Required Minimum Distributions.

Retirement Planning 101: Are You Prepared?

Whether you are considering retirement or have been retired for many years, having a plan is critical for a successful retirement. Retirement is a fundamental lifestyle change; it requires a fundamental change in the way you invest, not just a reduction in risk. Learn why most plans fail and how to test yours.

Critical Financial Mistakes: Mistakes Retirees Make that can Jeopardize their Financial Future

Success leaves a trail. Unfortunately, so does failure. Learn 7 of the most common financial mistakes retirees make, and how to avoid them. You (or your advisor) could be making one or more of these mistakes right now and it could be costing you tens of thousands of dollars or more.

The New Tax Plan: Help or Hindrance?

What are the key changes between the old and new tax plans? How does the new tax plan impact your retirement? How have markets traditionally reacted to lower tax plans? Learn new strategies retirees can adopt to reduce tax exposure.