Skip to content

Planning for Retirement

Dates: October 18-25, 2022

Meets: Tu from 6:00 PM to 8:00 PM

Location: UT Conference Center, downtown Knoxville

Registration Fee: $59.00

If retirement is a reality or on the horizon, this course prepares you for the challenges ahead. We'll cover Social Security, health care, Medigap and Medicare advantage plans, investments, asset allocation, retirement plan and IRA distributions, pension maximization, and tax-saving strategies. Instructor: John Fawaz, a CERTIFIED FINANCIAL PLANNER™, is the past president of the East Tennessee Financial Planning Association. He is the exclusive financial planner for three financial institutions and a regular guest on WATE-TV (ABC affiliate) in Knoxville.

Student praise for this course: "John Fawaz is a good instructor. Recommend you take this course years before you retire."

Fee: $59.00
Hours:4.00
CEUs:0.40

UT Conference Center, downtown Knoxville

John Fawaz

John Fawaz, a financial planner for over 22 years, graduated from the University of Tennessee with a B.S. in mechanical engineering. Fawaz is a CFP® Certified Financial Planner™ and ChFC® Chartered Financial Consultant®. He is a past president of the East Tennessee Financial Planning Association, alumnus of Leadership Knoxville and East Tennessee Regional Leadership Program, a member of the University of Tennessee Chancellor's Associates and Knoxville Estate Planning Council, and a former Knox Heritage board member. He is also a frequent guest speaker on WATE-TV (ABC affiliate) in Knoxville and maintains offices at UT Federal Credit Union.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UT Federal Credit Union (UTFCU), UTFCU Financial Services and Financial Partners of TN, LLC are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Financial Partners of TN, LLC and UTFCU Financial Services, and may also be employees of UT Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UTFCU, UTFCU Financial Services or Financial Partners of TN, LLC. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

Date Day Time Location
10/18/2022Tuesday6 PM to 8 PM UT Conference Center, downtown Knoxville
10/25/2022Tuesday6 PM to 8 PM UT Conference Center, downtown Knoxville

Share

Email Information to Friend Print
orangebar

The flagship campus of the University of Tennessee System and partner in the Tennessee Transfer Pathway.