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Retirement Income PlanningLearn strategies that can help you structure your income in retirement.

Registration Links Coming Soon
financial retirement class

You’re transitioning from a savings and accumulation phase of life into a spending and distribution phase. This creates a unique set of pressures and stresses that can threaten your nest egg. How do you create reliable income in retirement to ensure you aren’t withdrawing funds when markets are choppy or down? Taught by Jim Brogan, MBA, and Eric Belew, AWMA®, this course will teach you when to draw Social Security benefits, how to protect your income against inflation, and how to structure your income in retirement so that you can make the most of your money in retirement.

For more information please call: 865-974-0150

Dates: TBA

Time: 6:30 – 8:30 pm

Cost: $49 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

  • Structuring stable, increasing income in retirement
  • Social Security benefits
  • The impact of inflation and taxes on your retirement income strategy
  • And More!
DOWNLOAD COURSE SYLLABUS