Thrive Financially in RetirementAre you worried about outliving your money?
Learn proven financial techniques for living a successful retirement lifestyle.
Upcoming Classes
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 or to enroll, call: 865-539-7167.
March 3rd and March 10th, 2020 (Hardin Valley)
OR
April 7th and April 14th, 2020 (Blount County)
Topics Covered
- NEW: Discuss Key Provisions from the Tax Cuts & Jobs Act and its Impact on Tax Planning
- Create a Retirement Plan in These Uncertain Economic Times
- Increase Income Certainty in Retirement
- Plan for the Threat of Healthcare Catastrophe
- Protect Your Life’s Savings from Investment Mistakes
- Reduce Taxes on IRA/401K Distributions
- Maximize Social Security Income
- Understand Common Mistakes Made with Trusts, Wills, & Powers-of-Attorney
Questions? Call 865-539-7167
Dates: March 3rd and March 10th 2020
Time: TBA
Cost:TBA
Location: 10915 Hardin Valley Rd
Knoxville, TN 37932
Dates: April 7th and April 14th 2020
Time: TBA
Cost:TBA
Location: 2731 W Lamar Alexander Pkwy,
Friendsville, TN 37737
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), a Certified Retirement Financial Advisor (CRFA), 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!”