Tax Planning in the New Age
| Dates: | November 2, 2023 |
|---|---|
| Meets: | Th from 6:30 PM to 8:30 PM |
| Location: | UT Conference Center, downtown Knoxville |
| Cost: | $49.00 |
Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.
If there were ways to protect your money with an effective tax strategy, wouldn't you want to know about them? Failure to properly plan for taxes could be one of your biggest in retirement. Multiple relief packages, the CARES Act, our national debt, and deficit spending are challenges that could be reflected on your future tax bills. This course provides strategies that could potentially reduce your tax burden in retirement.
| Fee: | $49.00 |
|---|---|
| Hours: | 2.00 |
| CEUs: | 0.20 |
Fee Breakdown
| Category | Description | Amount |
|---|---|---|
| Course Fee (Basic) | Registration Fee | $ 49.00 |
| Course Fee (Alternate) | Couple fee | $ 42.00 |
UT Conference Center, downtown Knoxville
James Brogan
James Brogan has an M.B.A. and is the president and founder of Brogan Financial. Brogan is a certified retirement financial advisor and a certified estate and trust specialist.
Brogan was named the 2011 National Advisor of the Year by Senior Market Advisor magazine and is also the host of Newstalk 98.7’s “More Living” with Jim Brogan.
