Arlington, TX | TAX MTA Seminar | July 2023 | ARE-14691

Complimentary Seminar at First Baptist Church of Arlington - Conference Center

The Rising-Tax Risk in Retirement

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an informative presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

*This seminar is not affiliated with or sponsored by First Baptist Church or any businesses housed in The Wade Building.

Event Details

First Baptist Church of Arlington – Conference Center
301 S Center St, Arlington, TX 76010

Event Options:

– First Baptist Church on July 25 at 6:00 p.m.

– First Baptist Church on July 27 at 6:00 p.m.

Join us for a special presentation at First Baptist Church of Arlington while we discuss the following important topics for those in or nearing retirement:

What’s changing for taxes and Social Security in 2023².
The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
Why taxes may be one of your biggest retirement expenses without a proper plan in place.
Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend.

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

Why attend?

This seminar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Exclusive Offer

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.

FEATURED PRESENTER:

Corey Callaway

Callaway Insurance Agency

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.

GUEST SPEAKER:

Jack Loteryman, CPA

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.

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

Investment advisory services offered through CFS Advisors, LLC, a Registered Investment Advisor. Insurance products and services offered through its affiliate, Callaway Financial Services.

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 situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional, Texas license #658887. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. We are not affiliated with any government agency. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.