Circle of Advocates

Senior Financial Security, Inc. - Circle of AdvocatesTo qualify for the Circle of Advocates (VIPs with Senior Financial), simply refer us a friend or family member. If your referral invests 50,000 minimum, you will qualify for our Prestigious VIP group. Enjoy perks like quarterly trips just for COA members, early admission to events and parties ahead of the other attendees and a special Christmas party just for the Circle of Advocates. At every Senior Financial Security get-together, the COA member gets special recognition and is awarded a customized name tag to wear to each event.

We strive hard to protect your retirement. The biggest thank you we can receive from you is a referral. Won’t you share your feelings about SFS with a friend or neighbor? The easiest way to help your referral and SFS is to invite your referral to one of our upcoming seminars or even attend with them!. Below are our upcoming seminar dates:

Sep
24
Tue
2019
The Tax Train is coming. Trade wars, currency manipulation, interest rates reversing! @ Santa Fe Professional Building
Sep 24 @ 10:00 am

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a seven year Villages resident and has served her clientele here over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!

    • 3 Fatal Errors to Watch For in your IRA/401k Accounts.
    • Mutual funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on “investing during volatile times” and lowering fees!
    • How to legally eliminate RMD’s at 70-1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Tariffs and Taxation – Do you know the effects of these on your retirement portfolio? On your annuities? Stocks? Bonds? Knowledge is Power!
This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served  so that you may leave at your convenience.


Seating is limited. 
To make reservations, call 352-307-8652 (24 hours).
OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

 

 

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
Senior Financial Security, Inc.
Santa Fe Professional Building
8564 East CR 466, Suite 202
The Villages, FL 32162

Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.

Reserve Your Seat Today!

Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

Name*

Email*

Address*

City*

State*

Zip Code*

Phone Number*

Seminar of Interest*

Number Attending*

Comments/Questions:

How did you hear about our seminar? (Optional)

*Required Field

Sep
25
Wed
2019
The Tax Train is coming. Trade wars, currency manipulation, interest rates reversing! @ Santa Fe Professional Building
Sep 25 @ 10:00 am

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a seven year Villages resident and has served her clientele here over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!

    • 3 Fatal Errors to Watch For in your IRA/401k Accounts.
    • Mutual funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on “investing during volatile times” and lowering fees!
    • How to legally eliminate RMD’s at 70-1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Tariffs and Taxation – Do you know the effects of these on your retirement portfolio? On your annuities? Stocks? Bonds? Knowledge is Power!
This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served  so that you may leave at your convenience.


Seating is limited. 
To make reservations, call 352-307-8652 (24 hours).
OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

 

 

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
Senior Financial Security, Inc.
Santa Fe Professional Building
8564 East CR 466, Suite 202
The Villages, FL 32162

Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.

Reserve Your Seat Today!

Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

Name*

Email*

Address*

City*

State*

Zip Code*

Phone Number*

Seminar of Interest*

Number Attending*

Comments/Questions:

How did you hear about our seminar? (Optional)

*Required Field