Planning for Retirement
Dates: October 17-24, 2023
Meets: Tu from 6:00 PM to 8:00 PM
Location: UT Conference Center, downtown Knoxville
Registration Fee: $69.00
If retirement is a reality or on the horizon, this course prepares you for the challenges ahead. Topics covered in depth include social security, Medicare benefits, taxation, investments, asset allocation, and pension maximization. The primary focus of this course is to make sense of your investments and help you design a sustainable retirement income strategy while minimizing taxes at retirement.
Student praise for this course: "John Fawaz is a good instructor. Recommend you take this course years before you retire."
|Course Fee (Basic)||Registration Fee||$ 69.00|
UT Conference Center, downtown Knoxville
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
|10/17/2023||Tuesday||6 PM to 8 PM||UT Conference Center, downtown Knoxville|
|10/24/2023||Tuesday||6 PM to 8 PM||UT Conference Center, downtown Knoxville|