The Tax Game Plan for a Confident Retirement Seminar - Kingsport, TN

The Tax Game Plan for a Confident Retirement Seminar - Kingsport, TN

Discover tax-efficient retirement strategies in a small-group setting. Ask questions & plan with confidence.

By David Talley, CFP®

Date and time

Thursday, April 24 · 5:30 - 6:30pm EDT

Location

MeadowView Conference Resort & Convention Center

1901 Meadowview Parkway Kingsport, TN 37660

About this event

  • Event lasts 1 hour

The Tax Game Plan for a Confident Retirement – Free Seminar

APRIL 24 | 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 Meadoview Convention Center in Kingsport, 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.


Register now to secure your spot and gain professional insights on tax-smart retirement planning.

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

Tags

Organized by

David Talley, CFP®

Talley Financial, located in Johnson City, TN, is a trusted financial services firm serving the Appalachian Highlands and the greater Tri-Cities region, including Bristol, Kingsport, and surrounding communities across Tennessee, Virginia, and North Carolina. Specializing in estate planning, tax-efficient wealth management, and retirement strategies, they provide tailored financial guidance for retirees, small business owners, and high-income earners. Led by David Talley, CFP®, ChFC, our firm is dedicated to ensuring clients experience clarity and confidence in their financial future. Visit mytalleyfinancial.com to learn more about our services and upcoming events.

This content is being provided for informational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. 


Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

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