If you are retired or getting close to retiring, there is much you will need to know and understand to make this the retirement you have always dreamed of. This course will teach you fundamental principles of financial planning in retirement, covering the unique challenges and opportunities that retirees face. The number one goal is to identify and fight the risks you face, so that you don't outlive your money. For more information on the topics covered, download the course syllabus.

 

Hardin Valley Campus

Dates:
March 5 & 12, 2019

Time:
6:30 PM - 8:30 PM

Cost:
$59 per person  |  $89 per couple
 
For More Information:
865-539-7167
 
Location: 
pscc-hardin-valley
 
 
 
Register Now
 
 

Blount County Campus

Dates:
March 26 & April 2, 2019

Time:
6:30 PM - 8:30 PM

Cost:
$59 per person  |  $89 per couple
 
For More Information:
865-539-7167
 
Location: 
pscc-blount-county
5 miles from Maryville & 9 miles from Lenoir City!
 
 
Register Now
 

Course Topics Covered

  • NEW: Discuss Key Provisions from the Tax Cuts & Jobs Act and its Impact on Tax Planning
  • Create a Retirement Plan in These Uncertain Economic Times
  • Increase Income Certainty in Retirement
  • Plan for the Threat of Healthcare Catastrophe
  • Protect Your Life's Savings from Investment Mistakes
  • Reduce Taxes on IRA/401K Distributions
  • Maximize Social Security Income
  • Understand Common Mistakes Made with Trusts, Wills, & Powers-of-Attorney
  • DOWNLOAD CLASS SYLLABUS
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Course Instructor: Jim Brogan, MBA

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Jim Brogan is a well-known financial educator, author, and talk-show host. Every weekend, Jim hosts “More Living with Jim Brogan,” East Tennes­see’s leading resource for citizens over age 50 and NewTalk 98.7's number one weekend show. 

Jim was named the 2011 National Advisor of the Year by Senior Market Advisor magazine. He is a highly sought-after instructor, and has trained hundreds of advisors across the country on the complex rules for IRA/401k distributions. Because of his extensive knowledge and experience, Jim is recognized as one of the nation’s top ex­perts on the IRS’s complex rules governing retirement account distributions.

Jim holds his MBA from the University of Tennessee. He is a Certified Estate and Trust Specialist (CES), a Certified Retirement Financial Advisor (CRFA), and President/Founder of Brogan Financial, an SEC Registered Investment Advisory firm. Jim lives in Knoxville with his wife, Dee Dee, and two children.