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Financial Survival for Retirement

Dates:January 25 - February 1, 2024
Meets:Th from 6:30 PM to 8:30 PM
Location:UT Conference Center, downtown Knoxville
Cost: $69.00

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 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

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.

Date Day Time Location
01/25/2024Thursday6:30 PM to 8:30 PM UT Conference Center, downtown Knoxville
02/01/2024Thursday6:30 PM to 8:30 PM UT Conference Center, downtown Knoxville

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