Jay Woodruff

Thank you to Jay Woodruff (The Standard) for his Ethics class this morning!  It was very interesting and informative.  

April 4th meeting will address Telehealth

Please join us this Thursday morning April 4th at 8:30am.  John Schneider CLU, CHFC will be discussing telehealth and what role it plays in todays benefits arena.  This meeting will be at our usual location of 211 Athens Way Nashville, TN.

The continuing doctor shortage throughout the country is driving force behind the recent surge in the popularity of TeleHealth services. Thanks to health care reform and technological innovations in the private sector, the TeleHealth market is booming. It is having a direct impact on the physician-patient relationship and on the health costs associated with an employer-sponsored health plan. Increasing access to primary care doctors while reducing the cost for care at the same time reducing paid time off employees take themselves or family members to the doctor.

March Luncheon Meeting

This is a reminder that our March meeting will be held next Friday, March 15th at 11:30.  This will be a joint meeting with NAIFA Nashville.  Lunch will be provided for all active MTAHU members and will be available for purchase to all guests.

The joint meeting will be held at the Tennessee Bankers Association, located at 211 Athens Way, Nashville. NAIFA will be providing this month's speaker, Jim Brogan.  

Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim wasnamed the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry'sleading publication for advisors specializing in retirement planning services.

Each weekend, Jim hosts “More Living with Jim Brogan,” East Tennessee’s leading resource forcitizens over age 50. This interactive talk show can be heard each Saturday morning from 9:00 - 10:00am on NewsTalk 98.7 FM, WOKI. Each Saturday, Jim and his nationally-recognized guests address abroad range of issues of importance to retirees and soon-to-be retirees. In addition to his radio show,Jim is a contributor for WBIR Channel 10 NBC, appearing monthly to discuss topics impacting retireesand soon-to-be retirees.

During the week, Jim serves as president and founder of Brogan Financial, a business he has dedicatedto serving the unique and often complex financial needs of retirees, as well as those getting ready toretire. In addition, Jim also serves as the chief financial officer of Brogan Financial, and monitors andmanages all client investment portfolios.

Jim teaches courses through the Professional and Personal Development Department at The Universityof Tennessee and the Business and Community Outreach Department at Pellissippi State CommunityCollege’s Hardin Valley and Blount County campuses. Jim also serves on the Advisory Councilfor The University of Tennessee’s Department of Finance.Because of his extensive knowledge andexperience, Jim is recognized as one of the nation’s top experts on the IRS’s complex rules governingretirement account distributions.

Jim’s firm, Brogan Financial, is an SEC Registered Investment Advisory firm. Jim is Board Certified inEstate Planning (BCE), is a Certified Retirement Financial Advisor (CRFA), and he holds his Master’sDegree in Business (MBA) from The University of Tennessee.
Jim is committed to the local community and volunteers with his church, The University ofTennessee’s College of Business as a mentor and awards judge, and several charitable organizations inthe area.

Jim is a lifelong East Tennessean. He currently resides in Knoxville with his wife, Dee Dee, andchildren, Mary Caroline and Elizabeth Grace.

Dr. Patric (The Little Clinic)

Thanks to Dr. Patric from The Little Clinic for speaking to our group this morning.  Check out our meeting audio page to listen to the first 30 minutes.