Financial Survival for Retirement ®Make the most out of every dollar saved for retirement
by learning proven financial strategies for a successful retirement

financial retirement class

Upcoming Class

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

Future class dates to be announced soon!
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.

Topics Covered

  • 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

About the Instructor

Jim Brogan is a well-known financial educator, author, and talk-show host. Every weekend, Jim hosts “More Living with Jim Brogan,” East Tennessee’s leading resource for citizens over age 50 and NewTalk 98.7’s number one weekend show.

Named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, Jim is a highly sought-after instructor. He has trained hundreds of advisors across the country on the complex rules for IRA/401k distributions. Because of his extensive knowledge and experience, Jim is recognized as one of the nation’s top experts on the IRS’s complex rules governing retirement account distributions.

Jim holds his MBA from the University of Tennessee. He is a Certified Estate and Trust Specialist (CES), a Certified Retirement Financial Advisor (CRFA), and President/Founder of Brogan Financial, an SEC Registered Investment Advisory firm. Jim lives in Knoxville with his wife, Dee Dee, and two children.

“The instructor is outstanding, well-organized, great material, enthusiastic teaching style, and very well-informed. Well worth my time!”


A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE ⇣

It may have been a while since we’ve seen you in person, but we want to let you know that our offices are now open for in-person appointments.

To make this a safe environment for both you and our team members, we are adhering to the state guidelines. That means we are limiting the number of people in the office at any one time, sanitizing meeting areas in between appointments and observing social distancing. And if you prefer not to meet in person, we are happy to conduct phone or video meetings as well.

We look forward to continuing to serve your needs!

Brogan Financial