Network·Venture Capital

Brogan Financial

Unclaimed

📍 KNOXVILLE, TN

Venture Capitalhealthcare
confidencewithretirement.com

SEC CRD #801-69181

About

Brogan Financial - Thrive Financially in Retirement - Classes (865) 862-6800 (865) 862-6800 Pellissippi State Community College Thrive Financially in Retirement Are you worried about outliving your money? Learn proven financial techniques for living a successful retirement lifestyle. Tuesdays, April 7th 14th, 2026 Register Now! 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. Taught by Jim Brogan, MBA, 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 please call: 865-539-7167 . Topics Covered Balance risk and reward to better manage and control your investments Use key provisions from the new Tax Cuts and Jobs Act to lower your tax bill Increase income certainty in retirement Protect your life savings from investment mistakes Maximize Social Security income Plan for the threat of a healthcare catastrophe Reduce taxes on IRA/401k distributions Understand common mistakes made with trusts, wills, and powers-of-attorney Download Course Syllabus Dates: Tuesdays, April 7th and 14th, 2026 Time: 6:30 PM to 8:30 PM Cost: $59 per person | $89 per couple Location: In-Person Classes at Pellissippi State (Hardin Valley Campus) Ⓒ 2026 Brogan Financial. All ri

Key Contact

SJ

SARAH J SUTTON

CHIEF COMPLIANCE OFFICER

📞 (865) 862-6800

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Geographic Focus

tnunited states

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AUM

$577M

Location

KNOXVILLE, TN

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