Personal Enrichment
Finance Courses
Program Overview
Invest in yourself! Unlock the secrets of financial success and gain the knowledge and skills you need to navigate the complex world of finance with our in-person and online financial courses.
Get prepared before you file your taxes.
Learn how to develop an income plan that can provide income security for life.
PROGRAM DESCRIPTION
Whether you need to improve your financial knowledge, are planning for retirement, or need help with different tax strategies or situations, our courses offer comprehensive and in-depth exploration of key financial concepts and practices.
Program Courses
Please click the course titles below for details.
NEW! 1099 Income (Jan. 21-Feb. 6, 2025)
Planning for Retirement (Feb. 18 & 25, 2025)
How to Value a Business & Build a Sellable Business (Feb. 27, 2025)
Estate Planning 101 (April 17, 2025)
NEW! Death & Taxes: The Basics (April 22-May 8, 2025)
Tax 101: Rental Income (May 13-29, 2025)
Tax 101: Self-Employment Income (Aug. 12-28, 2025)
Student Testimonial
Through the Landscape & Garden Design Certificate, I was able to cultivate the skills and best techniques necessary to properly design and install my own landscape and hardscape concepts. Moreover, I acquired a much more expansive knowledge of local resources, including the instructor’s extensive proprietary plant selection list for our East Tennessee growing zones, which truly made my dream garden outstanding.
Mary Woody, Former Landscape and Design Certificate Student
Meet Your Instructors
James Brogan
James Brogan has an M.B.A. and is the president and founder of Brogan Financial. Brogan is a certified retirement financial advisor and a certified estate and trust specialist. Brogan was named the 2011 National Advisor of the Year by Senior Market Advisor magazine and is also the host of Newstalk 98.7’s “More Living” with Jim Brogan.
John Fawaz
John Fawaz, a financial planner for over 22 years, graduated from the University of Tennessee with a B.S. in mechanical engineering. Fawaz is a CFP® Certified Financial Planner™ and ChFC® Chartered Financial Consultant®. He is a past president of the East Tennessee Financial Planning Association, alumnus of Leadership Knoxville and East Tennessee Regional Leadership Program, a member of the University of Tennessee Chancellor’s Associates and Knoxville Estate Planning Council, and a former Knox Heritage board member. He is also a frequent guest speaker on WATE-TV (ABC affiliate) in Knoxville and maintains offices at UT Federal Credit Union.
Evonne Kautz, EA
Evonne M. Kautz, EA (Enrolled Agent) is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury and is the recipient of the highest credential awarded by the Internal Revenue Service. In addition to preparing tax returns, she has earned the privilege of representing taxpayers before the IRS for tax issues including audits, collections, and appeals. Kautz is the founder of 5-Star Holdings, Inc., a tax practice in Knoxville.
Register Today
Improve your financial knowledge by investing in yourself.
