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The University of Tennessee - Oak Ridge

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Dates: Tuesdays, April 8th & 15th
Time: 6:30-8:30 p.m. (a two-part class)
Location: UT - Oak Ridge Campus

Description: If you are either retired or getting close to retiring, this course teaches you fundamental principles to ensure your money lasts. Learn how to better manage and control your investments, basic tax reduction strategies, and how to plan for the threat of healthcare catastrophe. Learn how to develop an income plan that can provide income security for life, how to protect your life’s savings from investment mistakes and how to reduce taxes on IRA/401(k) distributions.

To Register: Call 865-974-0150 or click here to register online.

 Click here for brochure with class details

 


  

The University of Tennessee

UT Logo

Dates: Tuesdays, May 6th & 13th
Time: 6:30-8:30 p.m. (a two-part class)
Location: UT Conferences Center – 4th Floor (free parking available)

Description: If you are either retired or getting close to retiring, this course teaches you fundamental principles to ensure your money lasts. Learn how to better manage and control your investments, basic tax reduction strategies, and how to plan for the threat of healthcare catastrophe. Learn how to develop an income plan that can provide income security for life, how to protect your life’s savings from investment mistakes and how to reduce taxes on IRA/4021(k) distributions.

To Register: Call 865-974-0150 or visit click here to register online.

Click here for brochure with class details

 

Jim Brogan named the 2011 National Advisor of the Year.

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