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Brogan Financial offers 2-part adult educational courses that teaches the fundamental principles to ensure your money lasts in retirement. Courses are targeted to those either retired or getting close to retiring.

pellissippi-statePELLISSIPPI – Thrive Financially in Retirement:
– 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

tennesseeUNIVERSITY OF TENNESSEE – Financial Survival For Retirement:
– Learn how to better manage and control your investments
– Basic tax reduction strategies
– How to plan for the threat of healthcare catastrophe
– Discover how to develop an income plan that can provide income security for life
– How to protect your life’s savings from investment mistakes
– How to reduce taxes on IRA/4021(k) distributions