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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 Brogan, talk show host and former Senior Market Advisor Magazine National Advisor of the year, 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.

Pellissippi State Community College

Thrive Financially in Retirement

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.

Tuesdays, March 1st and March 8th, 2022

 

 

Tax Planning In The New Age

If there were ways to protect your money with an effective tax strategy, wouldn’t you want to know? Failure to properly plan for taxes could be one of the biggest retirement mistakes you can make. Multiple relief packages, the CARES Act, our national debt and deficit spending are challenges that could be reflected on your future tax bills. Learn strategies in this new class with Jim Brogan, MBA that could potentially reduce your tax burden in retirement.

Tuesday, April 5th, 2022

 

 

University of Tennessee financial programs

Financial Survival for Retirement

If you’re retired or nearing retirement, there’s 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 monthly income, avoid unnecessary estate taxes, and get information on basic tax reduction strategies.

Tuesdays, February 1st and February 8th, 2022

 

 

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