Financial Survival for Retirement
Dates: September 12-19, 2023
Meets: Tu from 6:30 PM to 8:30 PM
Location: UT Conference Center, downtown Knoxville
Registration Fee: $69.00
If you’re retired or planning to retire in the near future, this course teaches you fundamental principles to ensure your money lasts. You’ll learn how to better manage and control your investments, how to plan for the threat of a health care catastrophe, how to develop an income plan that can provide income security for life, how to protect your life’s savings from investment mistakes, and how to reduce taxes on IRA/401(k) distributions. By the end of this course you’ll know the ins and outs of retirement and how to live a secure retired life with time and money to spare.
Note: To receive a couple's discount of $119, call 865-974-0150.
Student praise for this course: "Jim Brogan was a great, knowledgeable, and power-packed presenter. Very good course and full of very useful information."
| Fee: | $69.00 |
|---|---|
| Hours: | 4.00 |
| CEUs: | 0.40 |
UT Conference Center, downtown Knoxville
Eric Belew
Eric Belew is a financial advisor at Brogan Financial in Knoxville. Belew graduated with a B.S. in business administration from King University and has completed additional coursework at the University of Tennessee and East Tennessee State University. He is an Accredited Wealth Management Advisor (AWMA).
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.
| Date | Day | Time | Location |
|---|---|---|---|
| 09/12/2023 | Tuesday | 6:30 PM to 8:30 PM | UT Conference Center, downtown Knoxville |
| 09/19/2023 | Tuesday | 6:30 PM to 8:30 PM | UT Conference Center, downtown Knoxville |
