Important Workshop for Texas Baby Boomers
Taxes Declassified: The Rising – Tax Risk in Retirement
Eliminate the Silent Partner in Your Retirement, the IRS, & Gain Control of Your Taxes In Retirement
It’s easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?
Choose a workshop date.
Tues, Mar 25 @ 7PM
Wed, Mar 26 @ 12PM
Thur, Mar 27 @ 7PM
Tues, Mar 25 @ 7PM
Wed, Mar 26 @ 12PM
Thur, Mar 27 @ 7PM
Workshop Dates & Times
- Tuesday, March 25, 2025 @ 7PM
- Wednesday, March 26, 2025 @ 12PM
- Thursday, March 27, 2025 @ 7PM
Next Registration Closes In:
During this In-Person, Information-Packed Workshop, You Can Discover:
Session: 1 Hour
Location: Online via Zoom
Learn whether you should Roth your IRA. How long will your retirement income last, and when should you start taking Social Security?
Do you know how much money you need for retirement? What do you know about tax planning? Social security? We will be answering all these questions and more in this webinar. Sign up now for Taxes Declassified: The Rising–Tax Risk in Retirement, where you will learn the strategies for reducing your tax exposure in retirement.
Virtual seats are limited. You won’t want to miss this event if you have a 401K, pension, IRA, annuity, or other assets that may be subject to taxes in retirement. Taxes are one of the biggest expenses in retirement. Learn how to navigate them and keep more of your hard-earned money! During this event, we’ll also cover:
- Why taxes can be one of your biggest retirement expenses without a proper plan.
- Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How can we lock in historically low tax rates now before taxes increase?-in historically low tax rates now, before taxes increase
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Session: 1 Hour
Location: 301 South Center Street 2nd Floor Conference Room, Arlington, TX 76010
Learn whether you should Roth your IRA. How long will your retirement income last, and when should you start taking Social Security?
Do you know how much money you need for retirement? What do you know about tax planning? Social security? We will be answering all these questions and more in this webinar. Sign up now for Taxes Declassified: The Rising–Tax Risk in Retirement, where you will learn the strategies for reducing your tax exposure in retirement.
Virtual seats are limited. You won’t want to miss this event if you have a 401K, pension, IRA, annuity, or other assets that may be subject to taxes in retirement. Taxes are one of the biggest expenses in retirement. Learn how to navigate them and keep more of your hard-earned money! During this event, we’ll also cover:
- Why taxes can be one of your biggest retirement expenses without a proper plan.
- Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How can we lock in historically low tax rates now before taxes increase?-in historically low tax rates now, before taxes increase
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
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.
Corey launched his career in financial services at the age of 18 by joining his father’s insurance agency and pension administration company. During his academic years at the University of North Texas and The University of Texas at Arlington, he continued to receive extensive training in retirement plan consulting and administration. By 21, Corey had become a securities broker, and by 24, he was the top-producing first-year agent for a national financial services company. In 2000, he founded Callaway Financial Services, Inc., his own broker-dealer, along with an investment advisory firm and insurance corporation. Two decades later, in 2020, he shifted his business to focus solely on investment advisory, phasing out his broker-dealer activities. Corey’s dedication to his clients is evident as he leverages his experience to assist them in achieving their retirement goals.
Apart from his professional endeavors, Corey is deeply involved in his community in Arlington, Texas. He is one of the founding members and a contributing writer for Arlington Today Magazine, which focuses on local news and issues. Over the years, he has held numerous positions in local organizations including president of the Greater Arlington Lions Club, a 32nd Degree Scottish Rite Mason, and member of various local groups including the Moslah Shrine and Arlington Masonic Lodge 438. He also serves on the Board of Directors for the Greater Arlington Chamber of Commerce and is a past president of the Highlands Rotary Club. Corey has been an active supporter of the Boy Scouts, serving as Assistant Scoutmaster and Scout Master, and celebrated his son and nephews achieving the rank of Eagle Scout. He is also an enthusiastic outdoorsman who enjoys hunting, fishing, and camping with his family.