OLD FASHIONED VALUES. EXPERT KNOWLEDGE.
GENUINE UNDERSTANDING.
At Brogan Financial, we pursue excellence in the delivery of wealth management and comprehensive retirement planning. Our client relationships are at the core of everything we do.
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Free downloads of some of
the top financial insights
from Brogan Financial.
Listen to the latest episode of More Living with Jim Brogan, Jim’s Dollars & Sense and Retirement Minute segments, from the Brogan Financial Studios on Newstalk 98.7.
Stay informed by reading
our latest insightful
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Upcoming Financial Classes
If you are retired or getting close to retiring, do you have a clear financial plan that will help you live the lifestyle in retirement you’ve always dreamed of? Several times a year, Jim teaches financial education classes at the University of Tennessee and Pellissippi State Community College to teach adults the fundamental principles of financial planning in retirement.
Want to be the first to know about upcoming educational classes? Sign up HERE for real-time alerts! We will send you a message as soon as a new date and registration link are added to our website.
Income Planning for Retirement
Tuesday,
August 29th, 2023
Now Offering In-Person Classes
Thrive Financially in
Retirement
Thursdays, March 2nd and March 9th, 2023
Tuesdays, October 17th and October 24th, 2023
Now Offering In-Person Classes
Tax Planning and Your Retirement
Tuesday,
April 11th, 2023
Now Offering In-Person Classes
Financial Survival for
Retirement
Tuesdays, September 12th
and September 19th, 2023
Now Offering In-Person Classes
Retirement Income
Planning
Tuesday,
May 2nd, 2023
Now Offering In-Person Classes
Tax Planning
In The New Age
Tuesday,
November 2nd, 2023
Now Offering In-Person Classes
