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STATE OF THE ECONOMY 2025: What It Means for Prescott Area Investors & Your Retirement

Join us in Prescott for an exclusive financial event on the economy, retirement, and wealth preservation. Learn how market trends, taxes, and inflation could impact your financial future.

Register Today
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TIMELY ECONOMIC INSIGHTS

Understand how market trends, inflation, and tax policies could impact your investments and retirement in 2025.

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STRATEGIES FOR RETIREMENT & WEALTH PROTECTION

Discover tax-efficient retirement income strategies to help protect and grow your wealth.

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EXCLUSIVE LIVE Q&A WITH FINANCIAL PROFESSIONALS

Get answers to your most pressing financial questions from experienced industry professionals.

Event Information

📅 Date: Friday, March 21, 2025
⏰ Doors Open: 8:30 AM
📍 Location: Prescott Resort & Conference Center, 1500 AZ-69, Prescott, AZ 86301

Join us in Prescott for an exclusive financial event focused on the economy, retirement planning, and wealth preservation. Gain valuable insights into how market trends, taxes, and inflation could impact your investments and long-term financial security.

What You'll Learn

✔ How the 2025 economy will affect Prescott investors and retirees
✔ Investment strategies to help navigate market conditions and preserve long-term financial security
✔ Tax-efficient retirement income strategies
✔ Structuring your wealth for future generations
✔ Avoiding common financial mistakes in uncertain times
✔ Live Q&A with financial professionals

Enjoy a complimentary breakfast and an engaging, informative presentation designed to help you navigate today’s financial landscape with confidence.

Register Now – Don’t Miss This Informative Event!

About Your Host & Presenters

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James Hait – CEO & Founder, Victory Wealth Services

Financial Educator | Author | Speaker | Retirement Income Planner

Based in Prescott, James Hait is widely recognized for his work in financial education and retirement planning. He hosts The Victory Retirement Hour on KYCA 1490 AM & The News 103.5 FM. He has helped investors and retirees implement strategies to reduce potential tax burdens, optimize Social Security, and manage their wealth effectively for over two decades. His insights have been shared in The Daily Courier, Prescott Woman Magazine, and other media outlets.

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Amy Sharpe – Broadcast Host & Financial Educator

TV & Radio Personality | Former News Anchor

Amy Sharpe, co-host of The Victory Retirement Hour alongside James Hait, has over 30 years of on-air experience as a radio and TV host. A former news anchor in Kansas, she covered major stories, interviewed state and local dignitaries, and was named Best TV Personality nine times. She loves meeting people and hearing their stories. Most of all, she is a proud mom of three and recently celebrated her oldest daughter's wedding.

 

Special Guest Speakers

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Timothy Sargent – Director, BB&T Asset Management

Investment Professional | Market Strategist | Retirement Planning Specialist

With 27+ years of experience in financial services, Tim Sargent provides insights into investment advisory services, wealth management strategies, and tax-efficient retirement planning. He holds a B.S.B.A. in Accounting and Finance from Ohio Northern University and has worked with some of the most recognized financial institutions in the country, including:

✔ Director, BB&T Asset Management – Leading business development and relationship management for outsourced investment advisory services.
✔ Former Financial Consultant, Merrill Lynch – Provided investment guidance to high-net-worth clients and business owners.
✔ Former Financial Planner, Morgan Stanley – Helped individuals develop personalized retirement income and wealth strategies.

Tim’s background in market trends, investment strategy, and long-term retirement planning makes him a valuable resource for those seeking to enhance their financial security.

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Tom Siomades, CFA – Chief Market Economist, AE Wealth Management

Financial Analyst | West Point Graduate | U.S. Army Veteran

With 35+ years in the financial industry, Tom Siomades has a deep understanding of portfolio management, risk mitigation, and economic forecasting.

✔ Former Chief Investment Officer (CIO), AE Wealth Management – Led investment strategies and asset allocation for multi-billion-dollar portfolios.
✔ West Point Graduate & U.S. Army Infantry Officer – His leadership experience and disciplined approach bring a unique perspective to economic and financial planning.
✔ CFA Charterholder – A prestigious designation demonstrating his qualifications in financial analysis, investment management, and market forecasting.
✔ Master’s Degree from Webster University – Advanced financial education with a focus on strategic investment and risk assessment.
✔ 30+ Years in Asset Management – Providing research-driven insights into stock market trends, fixed-income strategies, and retirement investments.

Tom is known for his ability to simplify economic data and help investors understand how market changes can impact their financial future.

Why This Event Matters for Prescott Investors & Retirees

Prescott has long been a top retirement destination, but the economy is shifting. Inflation, taxes, and market volatility can impact your investments, retirement savings, and estate planning.

At this event, we’ll break down key financial considerations for Prescott investors and provide practical, actionable strategies to help you make informed financial decisions.

 

Register Now for Exclusive Insights

Event Details

📅 Date: Friday, March 21, 2025
⏰ Doors Open: 8:30 AM
📍 Venue: Prescott Resort & Conference Center, 1500 AZ-69, Prescott, AZ 86301
☕ Complimentary Breakfast Provided

Who Should Attend?

🔹 Investors in Prescott & Northern Arizona
🔹 Retirees & Pre-Retirees Looking to Secure Their Future
🔹 Business Owners & High-Net-Worth Individuals
🔹 Anyone Looking to Reduce Taxes & Optimize Their Investments

This is a must-attend event for Prescott residents looking to protect and grow their wealth in today’s uncertain economy.

🎯 Reserve Your Seat Now – Space is Limited!

Register Now - Space is limited!

Register Today for March 21st!

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