Carolina Retirement Academy

The New Reality in Our Retirement

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(864) 516-6565

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Retirement fundamentals are substantially different now. Learning and applying new truths and techniques will prepare you for what's ahead so that you can retire successfully.

ABOUT THE COURSE

Retiring in our New Reality

  • Threats to our retirement
  • Developing a plan for today’s world

The Risk of Increasing Tax Rates

  • What the true experts say about future tax rates (The new tax law doesn’t address this.)
  • Did we really lose all those deductions in retirement?

Income Planning in Retirement

  • Maximizing retirement cash flow
  • Roth IRA vs. traditional IRA – Which is best?
  • How you could reduce or eliminate taxes in retirement

The New Reality in Our Social Security Benefits

  • Social Security taxation
  • How to reduce or eliminate taxes on your Social Security

Protecting Against Market Loss

  • What actually happens to you in a market loss
  • Does buy and hold work today?
  • Risk vs. reward

The New Reality in Our Estate Planning

  • What is estate planning, and do I really need it?
  • What is probate?
  • Should I have a will or a trust?

The New Reality in Our Long-Term Care Planning

  • The effect of long-term care expenses on your retirement
  • What are the community spouse rules and their effect?

Meet Your Instructor

GEORGE FOSSING, RICP®

George Fossing has 20+ years of experience in creating financial solutions for his clients and enjoys guiding his clients to a successful retirement. As well as being an Investment Advisor Representative (Series 65), George holds the Retirement Income Certified Professional (RICP®) designation through the American College and teaches adult education classes on investment strategies at several higher education institutes.

After college, George worked in upper management for a Fortune 500 company and  became a branch manager for a large insurance company in Greenville, SC. He decided to form NorthStar Financial and Retirement Planning, LLC — an independent Greenville wealth management and retirement planning firm — in 2007 to provide sound investment strategies and comprehensive retirement planning.

George and his wife, Meredith, have lived in the Carolinas for over 25 years where they raised four beautiful children. The oldest is following in his grandfather’s footsteps by serving in the U.S. Marine Corps and is currently stationed at the U.S. Embassy in the Democratic Republic of Congo. Their daughter is studying education at Clemson University. George is active with the Boy Scouts of America and is a proud Eagle Scout himself.

George also hosts a weekly radio program, “Stop Worrying, You’re Retired!” on Thursdays from 9:05 a.m. to 10:00 a.m. on WHKP AM 1450 Talk Radio in Hendersonville, Sundays at 3:00 p.m. on WORD 106.3 FM in Greenville, and Saturdays from 6:00 p.m. to 7:00 p.m. on WGTK 94.5 FM.

Upcoming Courses

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REGISTER TODAY

Contact Us

Office Location:

700 East North Street
Suite 1
Greenville, SC 29601

P: 864-516-6565

Classroom Location:

Greenville Technical College - Brashier Campus
George Bomar Center, Building 201, Room 124
1830 West Georgia Road
Simpsonville, SC 29680