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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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.
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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, April 9th, 2024
Now Offering In-Person Classes
Thrive Financially in
Retirement
Tuesdays, February 27th and March 5th, 2024
Now Offering In-Person Classes
Tax Planning and
Your Retirement
Tuesday, May 7th, 2024
Now Offering In-Person Classes
Financial Survival for
Retirement
Thursdays, January 25th and February 1st, 2024
or
Thursdays, September 12th and 19th, 2024
Now Offering In-Person Classes
Retirement Income
Planning
Check Back For Future Events
Now Offering In-Person Classes
Tax Planning
In The New Age
Check Back For Future Events
Now Offering In-Person Classes
