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Tax Planning In The New AgeIf there were ways to protect your money with an effective tax strategy, wouldn’t you want to know?
Learn strategies that can potentially reduce your tax burden in retirement.

financial retirement class

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. Taught by Jim Brogan, MBA, and Eric Belew, AWMA®, this course will teach you strategies that can potentially reduce your tax burden 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

  • The history of income taxes
  • Current and future tax rates
  • How to plan for taxes now and in retirement
  • And More!
DOWNLOAD COURSE SYLLABUS