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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.

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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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.

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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.

Pellissippi State Community College

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

The University of Tennessee Knoxville

Financial Survival for
Retirement

 

Thursday, February 2nd and
Febraury 9th, 2023
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

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