Taxes Declassified
Event Details
First Baptist Church of Arlington – Conference Center
301 S Center St
Arlington, TX 76010
Event Options:
– Tuesday, September 19 at 6:00 p.m.
– Thursday, September 21 at 6:00 p.m.
Seating is limited and there is no charge to attend. This seminar is not affiliated with or sponsored by First Baptist Church or any businesses housed in The Wade Building.
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at the First Baptist Church of Arlington. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
Here’s what we’ll cover:
Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Every attendee will receive a complimentary copy of “The New Holistic Retirement”. It’s a leading book on helping protect and position your retirement assets for long-term success no matter what future market and tax conditions may be. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.
Corey’s career in financial services began at age 18 when he went to work with his father in their insurance agency and pension administration company. While attending the University of North Texas and later the University of Texas at Arlington, he continued to receive extensive training in retirement plan consulting and administration.
By age 21, he was a securities broker, and at age 24 was the top producing first-year agent for a national financial services company. All the while he still worked in the family pension administration company. Three years after leaving the pension administration company in 2000 Corey established Callaway Financial Services, Inc., a securities broker/dealer. During the same year, he began his investment advisory firm, Callaway Financial Services, a sole proprietorship. In 2014 he incorporated his investment advisory firm which is now called CFS Advisors, LLC. His commitment to clients is lived out daily as he puts his experience in motion to help them achieve their retirement goals. In 2016 Corey sold majority ownership of Callaway Financial Services , Inc. and became a minority owner of the firm. May 2020 Corey ceded his remaining shares of Callaway Financial Services, Inc. and is no longer a Securities Broker. Corey is now an Investment Advisor Representative only. Corey is now on his 39th year in the industry.
Corey provides active and passive portfolio management, works with employers retirement plans by consulting providing investment advisory services and now employee financial wellness and education.
An avid outdoorsman, Corey takes time to enjoy hunting, fishing and camping. He has served two Boy Scout Troops as Assistant Scoutmaster and currently Scoutmaster. In 2015, he celebrated his son’s obtaining the rank of Eagle Scout. And is doing the same by working hard for his two nephews to obtain Eagle Rank of which the oldest has obtained the rank of Eagle in 2020. He was also involved in his daughter’s Girl Scout Troop. He lives in Arlington, Texas, with his wife Kim and two children.
TX State License #658887
Jack Loteryman is the principal and founder of Jack Loteryman, CPA, PC which opened its doors in 1988 to provide part-time accounting and tax services to a few select clients. Prior to hanging out his shingle, Jack held increasingly responsible positions in industry from cost accountant to controller, Director of information systems, and Chief Financial Officer in organizations of various sizes ranging from start-ups to large established companies.
Jack received his education in South Africa, Italy, and the United States. He is fluent in English, Italian, and Afrikaans and holds a conversational mastery of Spanish. Upon receiving his Certified Public Accountant certificate in Texas, Jack became a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants.
With a diverse background formed in industry, private practice, in the United States, and aboard Jack brings a unique set of skills to his clients. The complexities of tax planning and the challenges of CFO work are most rewarding for Jack.
Outside the office, Jack’s favorite pastimes are his family and friends, Formula One racing, rugby, and swimming.
© 2023 Taxes Declassified | Privacy Policy
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.