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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

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. Taught by Jim Brogan, MBA, and Eric Belew, AWMA®, 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

Dates: Dates Coming Soon

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.

Download Course Syllabus

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