Help Protect Your Retirement Nest Egg & Create Tax Benefits!
You and your guest are cordially invited to join us for an informational meal event at Augie’s. 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. TOPICS OF DISCUSSION WILL INCLUDE: Creating tax-free cash flow. Turning existing IRAs into tax-free accounts. Learning how to plan a retirement that benefits YOU — not the IRS. Seeing why taxes may be the biggest retirement risk you haven’t planned for. Wills vs. Trusts and how to avoid probate. Navigate the One Big Beautiful Bill (OBBB): Understand what the new law means for taxes, benefits, and your financial future—signed into law July 4, 2025.