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 in this new class, hosted by Jim Brogan, financial educator and President of Brogan Financial, that could potentially reduce your tax burden in retirement.
Your transition 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? 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
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Dates: TBA
Time: 6:30 – 8:30 pm
Cost: $39 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!
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), a Certified Retirement Financial Advisor (CRFA), 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!”