When to claim Social Security, and how timing changes lifetime income.
Free educational workshop
Design Your Retirement Paycheck
How to turn a lifetime of saving into reliable monthly income, on your terms.
Reserve your seat
This form writes to the platform registration system as Talley Wealth workshop interest.
What you'll learn
The retirement paycheck is more than a withdrawal rate.
The right order to pull from accounts so taxes do not drive the plan by accident.
The Roth conversion window many retirees miss entirely.
How to stress-test income against a market downturn early in retirement.
Who this is for
People within shouting distance of retirement.
This workshop is built for people who have saved, invested, and done the responsible things, but have not yet turned the accounts into an actual income plan.
Social Security, taxes, IRA withdrawals, portfolio risk, and healthcare costs are not separate questions. The workshop is about seeing those decisions together before the first withdrawal sets the pattern.
Wednesday, April 22, 2026
6:00 to 7:00 PM
Johnson City Public Library
100 W Millard St, Johnson City, TN 37604
Free
(423) 617-0160 · talleywealth.com