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Welcome to the Talley Financial Social Security Workshop
Navigate Your Social Security Journey with Confidence in Bristol, TN/VA
November 22, 2024 11:30-12:30
Join us at the Bristol Public Library for an informative workshop designed to help you understand the Social Security process and how to make the most of your social security benefits.
Walk through the process David Talley, CFP® uses for each of his individual clients together in a group format to determine when and how to maximize your social security benefits given your own unique situation, as well as tips on several pitfalls to avoid.
Workshop Details
- Date and Time: Nov. 22, 2024 at 11:30am
- Location: Bristol Public Library - 701 Goode St, Bristol, VA 24201
- Duration: One hour
- Moderator: David Talley
What You'll Learn
- When to Claim Social Security: Understand the best timing for your situation.
- Eligibility Requirements: Learn what you need to qualify for benefits.
- Documents Needed: Get a checklist of necessary paperwork to prepare.
- Common Myths: Debunk misconceptions about Social Security.
- Q&A Session: Opportunity to ask your specific questions.
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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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