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UT Logo

The University of Tennessee

 

Dates: Thursdays, February 9th & 16th
Time: 6:30-8:30 p.m. (a two-part class)
Location: UT Conferences Center – 4th Floor (free parking available)

Description: If you are either retired or getting close to retiring, this course teaches you fundamental principles to ensure your money lasts. Learn how to better manage and control your investments, basic tax reduction strategies, and how to plan for the threat of healthcare catastrophe. Learn 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/4021(k) distributions.

To Register: Call 865-974-0150 or visit http://www.conferencesandnoncreditprograms.utk.edu/

Click Here For The Brochure

 


 

UT Logo

The University of Tennessee - Oak Ridge Campus

Dates: Tuesdays, March 6th and 13th
Time: 6:30-8:30 p.m. (a two-part class)
Location: UT Oak Ridge Center - 1201 Oak Ridge Turnpike

 

Description: If you are either retired or getting close to retiring, this course teaches you fundamental principles to ensure your money lasts. Learn how to better manage and control your investments, basic tax reduction strategies, and how to plan for the threat of healthcare catastrophe. Learn 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/4021(k) distributions.

To Register: Call 865-974-0150 or visit http://www.conferencesandnoncreditprograms.utk.edu/

Click Here For The Brochure

 

 

 


 

Pellissippi Logo

Pellissippi State Community College - Main Campus


Dates:
Tuesdays, April 10th & 17th
Time: 6:30-8:30 p.m. (a two-part series)
Location: Main Campus (Hardin Valley)

Description: 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/401(k) 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.

 

Registration

Phone: 865-539-7167
Fax: 865-694-6583

Mail:
Pellissippi State TCC
Attn: Business & Community Services
P.O. Box 22990
Knoxville, TN 37933-0990

 


 

Pellissippi Logo

Pellissippi State Community College - Blount County Campus


Dates:
Thursdays, April 12th & 19th
Time: 6:30-8:30 p.m. (a two-part series)
Location: Pellissippi State Blount County Campus

Description: 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/401(k) 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.

 

Registration

Phone: 865-539-7167
Fax: 865-694-6583

Mail:
Pellissippi State TCC
Attn: Business & Community Services
P.O. Box 22990
Knoxville, TN 37933-0990

 

 


 

 

UT Logo

The University of Tennessee

 

Dates: Tuesdays, May 15th & 22nd
Time: 6:30-8:30 p.m. (a two-part class)
Location: UT Conferences Center – 4th Floor (free parking available)

Description: If you are either retired or getting close to retiring, this course teaches you fundamental principles to ensure your money lasts. Learn how to better manage and control your investments, basic tax reduction strategies, and how to plan for the threat of healthcare catastrophe. Learn 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/4021(k) distributions.

To Register: Call 865-974-0150 or visit http://www.conferencesandnoncreditprograms.utk.edu/

 

 

Jim Brogan named the 2011 National Advisor of the Year.

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