
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
Want to be the first to know about upcoming classes at The University of Tennessee? Sign up HERE for real time alerts! We will send you a message as soon as a new date and registration link is added to our website.
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!
“The instructor is outstanding, well-organized, great material, enthusiastic teaching style, and very well-informed. Well worth my time!”