Financial Survival for Retirement ®Make the most out of every dollar saved for retirement
by learning proven financial strategies for a successful retirement
Future class dates to be announced soon!
Are you financially ready for retirement? If you are retired or nearing retirement, there is much that you need to know and understand to create the retirement plan of your dreams. Financial Survival for Retirement® helps you understand the fundamental principles of financial planning in retirement. You’ll learn how to better manage and control your investments, increase your monthly income, avoid unnecessary estate taxes, and get information on basic tax reduction strategies.
For more information or to enroll, call: 865-974-0150
Questions? Call 865-974-0150
*In order to receive the couple's discount, you must register by calling the University of Tennessee at 865-974-0150.
- NEW: Discuss Key Provisions from the Tax Cuts & Jobs Act and its Impact on Tax Planning
- Create a Retirement Plan in These Uncertain Economic Times
- Increase Income Certainty in Retirement
- Plan for the Threat of Healthcare Catastrophe
- Protect Your Life’s Savings from Investment Mistakes
- Reduce Taxes on IRA/401K Distributions
- Maximize Social Security Income
- Understand Common Mistakes Made with Trusts, Wills, & Powers-of-Attorney
“Fantastic course! Instructor was great! Gave a very balanced view on all material. Would highly recommend to anyone! Terrific way to be more informed and prepared for retirement.”