Thrive Financially in RetirementAre you worried about outliving your money?
Learn proven financial techniques for living a successful retirement lifestyle.

If you are retired or getting close to retiring, there is much you will need to know and understand to make this the retirement you have always dreamed of. Taught by Jim Brogan, MBA, and Eric Belew, AWMA®, this course will teach you fundamental principles of financial planning in retirement, covering the unique challenges and opportunities that retirees face. The number one goal is to identify and fight the risks you face so that you don’t outlive your money.

For more information please call: 865-539-7167.

Topics Covered
  • Balance risk and reward to better manage and control your investments
  • Use key provisions from the new Tax Cuts and Jobs Act to lower your tax bill
  • Increase income certainty in retirement
  • Protect your life savings from investment mistakes
  • Maximize Social Security income
  • Plan for the threat of a healthcare catastrophe
  • Reduce taxes on IRA/401k distributions
  • Understand common mistakes made with trusts, wills, and powers-of-attorney
Download Course Syllabus

Dates:

Fall 2025 Dates Coming Soon

Time: 6:30 PM to 8:30 PM

Cost: $59 per person | $89 per couple

Location: In-Person Classes at Pellissippi State
(Hardin Valley Campus)