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. 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.
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Topics Covered
- The SECURE Act and your retirement
- 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
Dates:
Tuesdays, October 18th and 25th, 2022
Thursdays, March 2nd and 9th, 2023
Tuesdays, October 17th and 24th, 2023
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)
About the Instructor
Jim Brogan is a well-known financial educator, author, and talk-show host. Every weekend, Jim hosts “More Living with Jim Brogan,” East Tennessee’s leading resource for citizens over age 50 and NewTalk 98.7’s number one weekend show.
Named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, Jim is a highly sought-after instructor. He has trained hundreds of advisors across the country on the complex rules for IRA/401k distributions. Because of his extensive knowledge and experience, Jim is recognized as one of the nation’s top experts on the IRS’s complex rules governing retirement account distributions.
Jim holds his MBA from the University of Tennessee. He is a Certified Estate and Trust Specialist (CES) and President/Founder of Brogan Financial, an SEC Registered Investment Advisory firm. Jim lives in Knoxville with his wife, Dee Dee, and two children.
“The instructor is outstanding, well-organized, great material, enthusiastic teaching style, and very well-informed. Well worth my time!”