Talley Financial

Bristol, Johnson City & Kingsport—Don't Miss These Financial Education Events!?? Are you a pre-retiree, retiree, or business owner looking for tax-efficient strategies to help grow and protect your wealth? We’re hosting multiple educational events across Johnson City, Bristol, and Kingsport, so you can choose the date and location that works best for you. Led by David Talley, CFP?, Enrolled Agent professional right here in the Tri-Cities.?? Seats are limited—secure yours today.?? All Upcoming Events: https://lnkd.in/e9tH3dGM #JohnsonCityTN #BristolTN #KingsportTN #RetirementPlanning #TaxGamePlan #EntrepreneurSuccess #WealthManagement #FinancialFreedom #TriCitiesTN #FinancialEducation

?? Tri-Cities – Join us for a free, no-sales-pitch financial education event designed for retirees and business owners. Multiple dates and locations for your convenience! Reserve your seat: https://lnkd.in/e9tH3dGM Tag a friend who needs this! ?? #JohnsonCityTN #BristolTN #KingsportTN #RetirementPlanning #TaxGamePlan #EntrepreneurSuccess #WealthManagement #tricitiestn

Tax Planning for Entrepreneurs in Kingsport, TN Business owners—are you optimizing your tax strategy? Join David Talley, CFP?, EA, in Kingsport, TN, on April 25th to learn key strategies to help reduce taxes, help boost cash flow, and help build long-term wealth. ?? Kingsport, TN | ?? April 25th ?? Seats are limited – claim yours now! https://lnkd.in/ew_iH-TN Know an entrepreneur in Kingsport or the Tri-Cities area who should attend? Tag them below! ?? #KingsportTN #TriCitiesBusiness #Entrepreneurship #TaxPlanning #FinancialSuccess

The Tax Game Plan for Retirement in Kingsport, TN Retirement taxes can take a big bite out of your savings—unless you plan ahead. Join David Talley, CFP?, EA, in Kingsport, TN, on April 24th for a private seminar on strategies to help reduce taxes, optimize retirement income, and keep more of what you’ve earned. ?? Kingsport, TN | ?? April 24th ?? Seats are limited – claim yours now! https://lnkd.in/e-3XEC6q Know someone planning for retirement in Kingsport or the Tri-Cities area? Tag them below! ?? #KingsportTN #TriCitiesRetirement #RetirementPlanning #TaxStrategy #FinancialPlanning

Limited Seats: Tax Planning for Entrepreneurs Seminar - Johnson City, TN Business owners—are you optimizing your tax strategy? Join David Talley, CFP?, EA on April 17th at Carnegie Hotel in Johnson City, TN to learn key strategies to help reduce taxes, help boost cash flow, and help build long-term wealth. Seats are limited – claim yours now! https://lnkd.in/ehfrywRS Know an entrepreneur who should attend? Tag them below! ??

The Tax Game Plan for a Confident Retirement Seminar - April 11th Johnson City, TN at The Carnegie Hotel Seats are limited – claim yours now! https://lnkd.in/exixdUwb Know someone who should attend? Tag them below!

Tax Planning for Entrepreneurs - April 4th at The Bristol Hotel Limited Seats Know someone who should attend? Tag them below! ?? 15 spots available – claim yours now! https://lnkd.in/eE46BhpP

Enhance your financial acumen this tax season! Join us for "Tax Season Simplified," a seminar designed to demystify tax strategies for every life stage. Led by David Talley, CFP?, this event offers practical insights for young professionals, families, and retirees alike. Don't miss this opportunity to streamline your approach to taxes and financial planning. Limited seating available. Reserve your spot: https://lnkd.in/dr4zHFcM Share with a friend who this could help!

As business owners, we often focus on growth, but are we truly prepared for retirement?? Key considerations: 1. Government tax rates significantly impact our net worth 2. Surface-level financial metrics can be misleading 3. A thorough evaluation of assets is crucial Understanding the real value of our holdings - after fees and taxes - is essential for setting realistic retirement goals. When planning for retirement, don’t just look at your total assets—factor in taxes, fees, and liquidity. What you keep matters more than what you see. Want to learn how to build a tax-efficient retirement strategy? Join us at one of our upcoming seminars! Limited seats available—reserve yours now. ?? https://lnkd.in/e9tH3dGM

LAST CALL: The Seminar Starts at NOON!? There’s still time to register! If you're nearing retirement and want a clear tax strategy to help manage your income efficiently, don’t miss today’s session! ?? Today at 12 PM ?? Registration Link: https://lnkd.in/eVKNg3if ?? What You’ll Learn: ? How taxes change in retirement & what to watch for ? Strategies to help reduce unnecessary tax burdens ? Smart withdrawal planning to help extend your savings ? How RMDs and Roth conversions fit into your plan It’s not too late to attend—after registration zoom will send event information and an access link!? See you soon!? #RetirementPlanning #TaxStrategy #WealthManagement #FinancialClarity