Avoid These 3 CostlyEstate Planning Mistakes
Discover how wills, trusts, inherited IRA rules, and recent tax-law changes could affect the people and assets you care about most.
Workshop Details
Reserve Your Complimentary Seat
We respect your privacy and will use your information only to communicate about this workshop.
What You’ll Learn
Avoid Common Mistakes
Learn what often goes wrong — and how to help prevent it.
Choose the Right Structure
Explore wills, trusts and other options to fit your unique situation.
Understand Account Rules
Get clarity on inherited IRA rules and how recent tax-law changes may apply.
Make Settlement Simpler
Discover steps that can help reduce stress for your loved ones.
About Your Presenter
James Hait
Founder of Victory Wealth Services
25+ Years in Financial Services
Prescott, Arizona
Frequently Asked Questions
Is there a cost to attend?
No. This is a complimentary educational workshop. There is no charge to attend and nothing is sold in the room.
Is there any obligation?
None. You are welcome to attend, take notes, and go. If you would like to talk further afterward, that is entirely your choice.
May I bring a guest?
Yes. Add their name in the guest field when you reserve so we can seat you together.
How will my information be used?
Only to communicate with you about this workshop. Victory Wealth Services does not sell or rent your information.
Join Us for This Complimentary Estate Planning Workshop
Tuesday, September 22•10:00–11:00 AM
The Center on Rosser•Prescott, Arizona
Complimentary educational workshop • No obligation • Limited seating
Educational content only. This workshop is for informational purposes and does not constitute legal, tax, or investment advice. Please consult a qualified professional regarding your specific situation. Victory Wealth Services is a registered investment adviser in the State of Arizona. Registration does not imply a certain level of skill or training. Investing involves risk, including the possible loss of principal. Prescott, Arizona.