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:

Lunch and Learn: How to safely open a Facebook account @ Santa Fe Professional Building
Dec 3 @ 12:00 pm

You can never be too careful these days…
That is why it is important to us to get you the proper tools and information you need to be able to safely connect online with your friends, children and grandchildren!
Come enjoy a FREE lunch while we guide you through the proper steps to safely open a Facebook account, as well as learn security techniques if you already have an existing account.
A delicious lunch from Panera will be provided!
**Be sure to bring your devices (iPad, phone, etc.) and if you already have a Facebook account, make sure you have your password in order to access your account. We will never ask you for your password**
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)

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.






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