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Planning for Retirement

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Dates:February 18-25, 2025
Meets:Tu from 6:00 PM to 8:00 PM
Location:UT Conference Center, downtown Knoxville
Cost: $79.00

There are still openings remaining at this time.

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Do you want to protect your assets and ensure that your loved ones receive what you intend for them after you pass away? Do you want to avoid probate, reduce taxes, and maintain your privacy? If so, this course is for you. In this course, you will learn the basics of estate planning. You will discover the benefits and drawbacks of different estate planning tools, such as wills, trusts, powers of attorney, and health care directives. You will get practical tips on how to create, update, and store your estate planning documents
Fee: $79.00
Hours:4.00
CEUs:0.40

UT Conference Center, downtown Knoxville

John Fawaz

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

Date Day Time Location
02/18/2025Tuesday6 PM to 8 PM UT Conference Center, downtown Knoxville
02/25/2025Tuesday6 PM to 8 PM UT Conference Center, downtown Knoxville
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