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Income Planning for Retirement

Dates: May 2, 2023

Meets: Tu from 6:30 PM to 8:30 PM

Location: UT Conference Center, downtown Knoxville

Registration Fee: $49.00

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Your transition from a savings and accumulation phase of life into a spending and distribution phase creates a unique set of pressures that can threaten your nest egg. How do you create reliable income in retirement to ensure you aren't withdrawing funds when markets are choppy or down? This course teaches you when to draw Social Security benefits, how to protect your income against inflation, and how to structure your income in retirement so that you can make the most of your money in retirement.
Fee: $49.00
Hours:2.00
CEUs:0.20

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.

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