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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.

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, October 19th and October 26th, 2021

 

 

Tax Planning In The New Age

Tuesday, November 2nd, 2021

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.

Thursdays, September 16th and September 23rd, 2021

 

 

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Celebrating 20 Years of Brogan Financial!