Presented By: James Hait

Navigating Family Will, Trust, and Legacy Planning

Plus, Enjoy a Delicious Complimentary Meal


    • Understand the real differences between a will and a trust (and which one may be right for you).
    • Learn how proper estate planning may help simplify the transfer of your assets and reduce unnecessary stress for your loved ones.
    • See how certain life insurance strategies may help create tax-efficient legacy planning opportunities.
    • Discover how proactive estate planning may help your family avoid the costly and time-consuming probate process.

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    1) Select an Event

    • AUGIE'S

      3460 GATEWAY BLVD., PRESCOTT, AZ 86303
      Tuesday, August 04, 2026 | 6:00 PM

    • AUGIE'S

      3460 GATEWAY BLVD., PRESCOTT, AZ 86303
      Wednesday, August 05, 2026 | 11:30 AM

    • AUGIE'S

      3460 GATEWAY BLVD., PRESCOTT, AZ 86303
      Wednesday, August 05, 2026 | 6:00 PM
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    • Chicken

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    Victory Wealth Services, LL is an Arizona-registered investment adviser. The intent of this event is to provide valuable educational content while introducing prospective clients to the services of Victory Wealth Services, which may result in the firm earning additional advisory fees. This event is for educational purposes only, and no investments or insurance products will be sold. Al strategies discussed may not be suitable for everyone, and individual outcomes will vary. Victory Wealth Services does not make offers or solicitations for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. We recommend that you consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Registration does not imply a certain level of skill or training. Any case studies or examples provided are hypothetical and for illustrative purposes only. Past performance is not indicative of future results.

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