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

Thursdays, January 25th and February 1st, 2024
Thursdays, September 12th and 19th, 2024

financial retirement class

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 please call: 865-974-0150

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Dates: Thursdays, January 25th and February 1st, 2024 or Thursdays, September 12th and 19th, 2024

Time: 6:30 – 8:30 pm

Cost: $69 per person

Location: In-Person at The University of Tennessee

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

  • 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) 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!”