Retirement Planning Today

Tuesday, July 28, 2026 at 6:00 PM EDT
Location

Pellissippi State Community College

10915 Hardin Valley Rd

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About this Seminar

Join Blue Ridge for an educational retirement planning course designed to help adults ages 50–70 make informed financial decisions with greater clarity and confidence. This interactive program covers many of the most important aspects of retirement planning, including income strategies, taxes, Social Security, healthcare, and estate considerations.

This course is offered across two separate class sessions, and attendees may choose the session date that works best for their schedule. Attendance at both sessions is not required.

Retirement Planning Today® is an educational course created for individuals and couples who want to better understand the financial decisions that come with retirement. Whether retirement is just around the corner or still a few years away, this course is designed to provide practical, real-world strategies you can apply immediately. During the course, attendees will explore topics such as: Estimating retirement income needs Creating sustainable retirement income strategies Understanding Social Security and Medicare options Managing taxes on retirement savings and distributions Navigating healthcare and long-term care considerations Avoiding common retirement planning mistakes Exploring estate planning concepts including wills and trusts The course is taught in a straightforward, educational format designed to help attendees feel more informed and confident about their financial future. No prior financial knowledge is required.

Reserve Your Seat

Important Registration Requirement: Submitting this form does not guarantee entry. You must confirm your attendance when a representative contacts you prior to the event.

Meet Your Instructor

Bob Fugate, CFP®

Bob Fugate, CFP®

Bob Fugate founded Blue Ridge Wealth Planners in 2004 and has since grown a strong team of financial professionals who have helped thousands of families throughout East Tennessee lead fulfilling and financially confident retirements. Today, Bob no longer needs to work in the day-to-day operations of the business and instead focuses on one of his most fulfilling activities - educating others. In this pursuit, Bob has taught in classrooms at universities and community colleges around the state including the University of Tennessee at Knoxville, The University of Tennessee at Chattanooga, Lee University, Northeast State Community College, Walters State Community College, and many more.