Upcoming Classes


The University of Tennessee - Oak Ridge

UT Logo

Dates: Tuesdays, October 7th & 14th
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.



Thrive Financially in Retirement

Pellissippi Logo

Dates: Tuesdays, October 21st & 28th
Time: 6:30-8:30 p.m.
(a two-part class)
Location: Pellissippi State Community College - Main Campus (Hardin Valley)

Description: This course is targeted to those either retired or getting close to retiring. Learn how to ensure your money serves your retirement goals properly. Things you will learn include:

  • Keys to successful investing in retirement
  • How to properly draw income from your life’s savings
  • How to reduce taxes in retirement
  • The IRA/401(k) tax time bomb and how it could cost you 70% of your retirement accounts
  • Estate planning 101, including wills and trusts
  • How to plan for the potential costs of healthcare
  • Other financial planning topics that can affect your money in retirement.

To Register: Call 865-539-7167 or click here to register online.

Jim Brogan named the 2011 National Advisor of the Year.

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