SECURE ACT, A RETIREMENT PLAN OWNER’S GUIDE TO BEATING THE NEW DEATH TAX, AND THE TIME TO ACT IS NOW

When: January 13, 2020 @ 4:00 pm
Where: Santa Fe Professional Building, 8564 E County Rd 466 #202, The Villages, FL 32162, USA

The SECURE Act, the most important piece of tax legislation for IRA owners in a generation! The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that[…]

Smart Women Finish Rich

When: May 7, 2019 @ 10:00 am
Where: Santa Fe Professional Building, 8564 E County Rd 466 #202, The Villages, FL 32162, USA

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 Congress’ plans for our country. If you are like many American[…]

The Tax Train is coming. Trade wars, currency manipulation, interest rates reversing!

When: September 24, 2019 @ 10:00 am
Where: Santa Fe Professional Building, 8564 E County Rd 466 #202, The Villages, FL 32162, USA

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[…]

Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes

When: January 31, 2018 @ 2:00 pm
Where: Pinellas Plaza Library at The Villages Sumter County Service Center – Conference Room 102, 7375 Powell Rd, Wildwood, FL 34785, USA

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[…]

Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes

When: January 30, 2018 @ 2:30 pm
Where: Pinellas Plaza Library at The Villages Sumter County Service Center – Conference Room 102, 7375 Powell Rd, Wildwood, FL 34785, USA

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[…]

Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes

When: December 5, 2017 @ 2:00 pm
Where: Santa Fe Professional Building, 8564 East County Road 466 #202, The Villages, FL 32162, USA

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[…]

You are invited to our “Sips and Scrubs” Event

When: January 30, 2019 @ 3:30 pm
Where: Santa Fe Professional Building, 8564 E County Rd 466 Suite 202, The Villages, FL 32162, USA

  Senior Financial Security, Inc. invites you to our first “SIPS AND SCRUBS” event   Come sit back, relax, and sip on wine while we educate you on essential oils. What’s all the buzz about[…]

You are invited to our “CBD Oil” Event!

When: February 25, 2019 @ 3:00 pm
Where: Santa Fe Professional Building, 8564 E County Rd 466 Suite 202, The Villages, FL 32162, USA

  Hosted by Jean Dorrell and Senior Financial Security, Inc.    Cannabidiol (also known as CBD or Cannabis) Oil has become the hot new product in states that have legalized medical marijuana, Florida being one of[…]

Annual Circle of Advocates Dinner

When: January 30, 2018 @ 6:00 pm – 8:00 pm
Where: Eisenhower Regional Recreational Center, Buena Vista Boulevard, The Villages, FL, 3560 Buena Vista Blvd, The Villages, FL 32163, USA

Jean Ann Dorrell & Senior Financial Security, Inc. Invite you to our annual dinner and celebration of our successes thanks to our Circle of Advocates. Tuesday, January 30, 2018 6:00-8:00PM The Bradley Room atEiesenhower Rec[…]

Retiring in Trump’s America: A Different Approach to Securing Your Financial Future – Nov 1 & 2 @ 2pm

When: November 1, 2017 @ 2:00 pm
Where: Santa Fe Professional Building, 8564 East County Road 466 #202, The Villages, FL 32162, USA

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[…]