Old Fashioned Values, Expert Knowledge, Genuine Understanding

August 2010 Edition of The Brogan Letter

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Podcasts of More Living Radio Show with Jim Brogan

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Brogan Financial Credentials

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Upcoming Classes

 

Next  UT Classes

September 21 & 28
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 – 865-974-0150 or www.outreach.utk.edu/ppd


Next Pellissippi Classes

Hardin Valley – August 17 & 24; October 5 & 12
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Blount County – September 14 & 21
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.

How to register for Pellissippi

Phone: 865-539-7167
Fax: 865-694-6583

Mail:
Pellissippi State TCC
Attn: Business & Community Services
P.O. Box 22990
Knoxville, TN 37933-0990