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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 in this new class, hosted by Jim Brogan, financial educator and President of Brogan Financial, that could potentially reduce your tax burden in retirement.

Registration Links Coming Soon!

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. Learn strategies in this new class with Jim Brogan, MBA that could potentially reduce your tax burden in retirement.

For more information please call: 865-974-0150

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Dates: Thursday, November 2nd, 2023

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!

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) 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!”

GARY & MARTY, KNOXVILLE, TN