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July

Taxes in Retirement - 2026 Rule Change Explained

July 29, 2025

11:00 AM - 12:00 Noon ET

Summit Leadership

Johnson City, TN

3515 Bristol Hwy
Johnson City, TN 37601

Major federal tax law changes are coming in 2026. Are you prepared?

This free, 60-minute workshop is designed to help retirees and near-retirees understand how the new One Big, Beautiful Tax Bill could impact retirement income—and what smart steps may help reduce future tax burdens.

Hosted by David Talley, CFP®, EA of Talley Financial, this session offers clear, practical strategies to help you make informed decisions about your retirement plan before the tax rules shift.

Click to register or give us a call at 423-617-0160

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203 Broyles Drive,

Suite 301

Johnson City, TN 37601

(423) 617-0160

hello@mytalleyfinancial.com

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Serving Johnson City and the greater Appalachian Highlands with tax-smart, personalized financial planning.

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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.
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Testimonials are based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

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