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Workshops – Tax-Savvy Retirement Planning
May 13 @ 6:00 pm - May 14 @ 7:00 pm
Description
You and your guest are cordially invited to join us for an informational meal event at Triple Creek Kitchen & Spirits. There is no obligation, and nothing will be sold. After the presentation, you will enjoy a complimentary gourmet meal.
Your host and presenter for the evening is James Hait, founder of Victory Wealth Services. During this event, he will show you how you can possibly preserve your capital, maximize your retirement income, minimize your risk and prepare for the changes coming from the current presidential administration. During the presentation, he will address the facts and provide suggestions for avoiding the most common financial mistakes and how to help take the worry out of retirement.
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Creating tax-free cash flow.
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Turning existing IRAs into tax-free accounts.
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Learning how to plan a retirement that benefits YOU — not the IRS.
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Seeing why taxes may be the biggest retirement risk you haven’t planned for
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Wills vs. Trusts and how to avoid probate.
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Interest Rates — As rates trend downward, explore higher-yield investment options that could offer more consistent cash flow opportunities.
Register online at: www.youRSVP.com and enter code: VICTORY1