Complimentary Webinar for Georgia

Baby Boomers & Seniors

Sign up today! No charge to attend.

Optimizing Your Tax Strategy:

Reserve Your Spot!

Reserve Your Spot!

HURRY! VIRTUAL SEATS ARE LIMITED.

Gain Control of Your Taxes in Retirement

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don't want to miss the opportunity to learn about:

What's changing for taxes and Social Security in 2021.

Why taxes can 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 to lock-in historically low tax rates now, before taxes increase.

Strategies to help you avoid “401k and IRA tax pitfalls.” (1)

How you can create tax-free retirement income and potentially lower your tax bracket in retirement.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

And so much MORE!

This workshop combines three empowering elements & takeaways:

1

2

3

Exclusive Offer

Actionable Next Steps

Professional Insight

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

All attendees are eligible to receive a complimentary retirement snapshot analysis for your current plan and a free tax strategy review!

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

Registration Closes In

Webinar Dates & Times

days
hours
minutes
seconds
00
00
00
00
days
hours
minutes
seconds

- Tuesday, February 16th at 6:00 p.m. EST

- Thursday, February 18th at 6:00 p.m. EST

About Your Hosts

D. David (Davey) Bales Jr. attended Georgia State University. After college, Davey worked for State Farm Insurance as a life, health, & financial specialist. Davey left State Farm and accepted a position with the Fellowship of Christian Athletes (FCA) as area director for Forsyth and Dawson counties.


While on staff with FCA, Davey successfully opened FCA chapters in middle and high schools all over his area. Davey eventually went on to become an Atlanta area director, helping to expand FCA throughout metro Atlanta. Davey then went on to open Bales Financial Group to help individuals and families realize their retirement income goals.

Davey, his wife Amy and their three children reside in Cumming. They are members of Browns Bridge Community Church.


State License Number: GA594587

Davey BalesPresident & CEO

Mark Anglin has had a passion for serving others his entire life. He proudly served his country as a member of the United States Army where he began to hone his leadership and servant skills. Building upon his desire to lead and serve, Mark earned a BS Degree in Integrated Leadership Studies at Central Michigan University. He is Series 65 Securities Licensed and handles our Assets Under Management side of the business. Additionally, he is licensed for the sale of Home, Auto, Commercial Business, and Life Insurance.


Over the past 13 years, Mark developed a passion for coaching youth basketball in several North Georgia communities. Witnessing the positive changes in so many young athletes, he felt led to start a career where he could serve people daily. He now helps others to protect their financial and physical assets through the platforms provided through investment advising and insurance.


Mark lives in Dawsonville with his wife Briana and their three children; Ty, Taylor, and Madison. He is an avid bass tournament fisherman, loves deer hunting, and especially loves to watch his kids compete in sporting events.


State License Number: GA2760435

Mark AnglinInvestment Advisor Representative

Copyright © 2021 Your Retirement Reality | Privacy Policy

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.


¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.

*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html

**https://grow.acorns.com/national-debt-vs-deficit/


Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Bales Financial Group and RWA are not affiliated.


Any references to 'Lifetime Income,' 'Income You Can't Outlive,' or the like refer only to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.


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.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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.