Thrive Financially in RetirementMake the most out of every dollar saved for retirement by taking Financial Survival for Retirement

CT2A0895

Upcoming Class

Dates: March 5 & 12, 2019Hardin Valley

Dates: March 26 & April 2, 2019Blount County

If you are retired or getting close to retiring, there is much you will need to know and understand to make this the retirement you have always dreamed of. This course will teach you fundamental principles of financial planning in retirement, covering the unique challenges and opportunities that retirees face. The number one goal is to identify and fight the risks you face so that you don't outlive your money.

For more information or to enroll, call: 865-539-7167.

Dates:
March 5 & 12, 2019
Time:
6:30 PM - 8:30 PM
Cost:
$59 per person  |  $89 per couple
For More Information:
865-539-7167
Dates:
March 26 & April 2, 2019
Time:
6:30 PM - 8:30 PM
Cost:
$59 per person  |  $89 per couple
For More Information:
865-539-7167
  • 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

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.

Learn how to live the retirement lifestyle you desire.

Upcoming Dates

staff_0012_Jim-Brogan
PRESIDENT & FOUNDER
March 5, 2019
Pellissippi State Community College Hardin Valley Campus 10915 Hardin Valley Road Knoxville, TN
staff_0012_Jim-Brogan
PRESIDENT & FOUNDER
March 26, 2019
Pellissippi State Community College Blount County Campus 2731 W Lamar Alexander Pkwy Friendsville, TN 37737 5 miles from Maryville & 9 miles from Lenoir City