The Tax Game Plan for a Confident Retirement – Free Seminar

APRIL 11 | 5:30 PM ET

Welcome to The Tax Game Plan for a Confident Retirement – an educational seminar designed to help you navigate key tax planning strategies and avoid costly retirement tax pitfalls.

Are taxes quietly eroding your retirement savings? Join David Talley, CFP®, ChFC®, for a community education event designed to provide professional insights on reducing tax burdens, managing withdrawals, and helping preserve your wealth. This session goes beyond generic advice, offering high-impact strategies tailored for retirees and those nearing retirement—no sales pitch, just clarity and confidence. Learn how tax-efficient planning can help increase your financial stability in retirement. Hosted at the Carnegie Hotel in Johnson City, TN, this seminar will provide valuable insights into tax strategies designed specifically for retirees. Whether you're planning for retirement or already retired, this event is perfect for you!

What You Will Learn:

✔️ Strategies to Help Reduce Social Security Taxation – Learn how to structure withdrawals to help minimize taxes on your Social Security benefits.
✔️ Managing Required Minimum Distributions (RMDs) – Help avoid costly tax pitfalls by strategically planning your RMD withdrawals.
✔️ Smart Tax Planning to Help Preserve Your Retirement Savings – Explore proactive tax strategies to help you retain more of your hard-earned wealth.

This is more than just a tax seminar—it’s about strategic financial clarity so you can retain more wealth, reinvest with confidence, and plan for your financial future.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Talley Financial are not affiliated. Cambridge does not offer tax or legal advice.

Important disclosures can be found here: https://www.mytalleyfinancial.com/disclosurepage

The Tax Game Plan for a Confident Retirement Seminar - Johnson City

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