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Created 10/4/24, 9:42 PM
Modified 11/23/24, 10:43 AM
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Retirement Planning Today at Tusculum University in Greeneville, TN

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Blue Ridge Wealth

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Join us for Retirement Planning Today®, a comprehensive two-day course designed for pre-retirees and retirees in East Tennessee. Part one of this event will take place from 6pm to 9pm on Tuesday, October 15th, followed by part two on Tuesday, October 22nd at Tusculum University in the Chalmer's Room of the Niswonger Building. Address: 212 Shiloh Road in Greeneville TN 37745.

Tuition for this valuable two-part course is only $49. To reserve your spot, click the "Sign Up" button today!

This course caters to a diverse audience, addressing financial issues that pertain to both self-employed individuals and employees of corporations and government agencies. By participating, you will learn how to align your financial goal with your values aimed at building your wealth and achieving a successful retirement, regardless of whether you plan to retire in the next 20 years or have just recently retired.

Together, we will explore crucial financial topics such as:

• The amount of money you need to retire
• Your own goals for a successful retirement
• Cash flow
• Whether or not you should convert your IRA to a Roth IRA
• Retirement plan distribution choice
• Retirement income
• Managing taxes, expenses, delays, and legal challenges through estate planning

Your instructor, Bob Fugate, CFP®, is an experienced investment advisor representative with Blue Ridge Wealth Planners located at 9725 Cogdill Road, Ste. 101 Knoxville, TN 37932.

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Blue Ridge Wealth

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