Event Description How to Thrive Financially in Retirement This course is targeted to those either retired or getting close to retiring. Learn how to ensure your money serves your retirement goals properly. Things you will learn include:
• Keys to successful investing in retirement.
• How to properly draw income from your life’s savings.
• How to reduce taxes in retirement.
• The IRA/401K tax time bomb and how it could cost you 70% of your retirement accounts.
• Estate Planning 101, including wills and trusts.
• How to plan for the potential costs of healthcare.
• Other financial planning topics that can affect your money in retirement. Instructor: Jim Brogan, M.B.A., Certified Senior Advisor, Certified Retirement Financial Advisor, and Investment Advisor Representative. Jim is the host of Well Preserved™ with Jim Brogan on Newstalk100 WNOX. $59/Jim Brogan
Blount County Center
SPE 199B78 T/Nov 3 & 10/6:30-8:30 p.m.
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