Events

Mar
1
Thu
2018
Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
Mar 1 @

I Want Your I.R.A.!

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 speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and 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!
  • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
  • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 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.
  • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
This is an advanced 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.

Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
 
BBB Accredited Business
National Ethics Bureau Approved

LOCATION

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

     

    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

    Mar
    2
    Fri
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Mar 2 @

    I Want Your I.R.A.!

    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 speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and 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!
    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 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.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This is an advanced 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.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

    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

       

      Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

      Apr
      10
      Tue
      2018
      Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner Apr 10 @ 2pm & Apr 11 @ 2pm
      Apr 10 @

      We are excited to announce that Senior Financial Security, Inc. and Bucket List Wealth, LLC, have partnered with David Bach, best-selling author of “Smart Couples Finish Rich” to bring you this special seminar! Whether a newlywed, a couple planning for retirement or already retired, this timeless classic provides couples with easy-to-use tools that cover everything from credit card management to detailed investment advice to long term care. Together you’ll learn why couples who plan their finances together, stay together!

      Each attendee will receive a complimentary copy of David Bach’s latest version of “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner.”

      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.

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

       
      BBB Accredited Business
      National Ethics Bureau Approved

      *PLEASE NOTE THE DIFFERENT LOCATION FOR THESE SEMINARS*

       

      LOCATION

      Pinellas Plaza Library at
      The Villages Sumter County Service Center
      Conference Room 102
      7375 Powell Road
      Wildwood, FL 34785


      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

         

        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.

         

         

        Apr
        11
        Wed
        2018
        Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner Apr 10 @ 2pm & Apr 11 @ 2pm
        Apr 11 @

        We are excited to announce that Senior Financial Security, Inc. and Bucket List Wealth, LLC, have partnered with David Bach, best-selling author of “Smart Couples Finish Rich” to bring you this special seminar! Whether a newlywed, a couple planning for retirement or already retired, this timeless classic provides couples with easy-to-use tools that cover everything from credit card management to detailed investment advice to long term care. Together you’ll learn why couples who plan their finances together, stay together!

        Each attendee will receive a complimentary copy of David Bach’s latest version of “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner.”

        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.

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

         
        BBB Accredited Business
        National Ethics Bureau Approved

        *PLEASE NOTE THE DIFFERENT LOCATION FOR THESE SEMINARS*

         

        LOCATION

        Pinellas Plaza Library at
        The Villages Sumter County Service Center
        Conference Room 102
        7375 Powell Road
        Wildwood, FL 34785


        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

           

          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.

           

           

          Jul
          24
          Tue
          2018
          Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
          Jul 24 @

          I Want Your I.R.A.!

          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 fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers 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 taking Required Minimum Distributions (RMD) at age 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.
          • Having you been told bonds are “conservative”?  Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harms way.
          This class is 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.
           
          Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
           
          BBB Accredited Business
          National Ethics Bureau Approved

          LOCATION

          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.

           

           

          Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

          Aug
          16
          Thu
          2018
          Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
          Aug 16 @

          I Want Your I.R.A.!

          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 fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers 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 taking Required Minimum Distributions (RMD) at age 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.
          • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
           
          This class is 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.

          Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
           
          BBB Accredited Business
          National Ethics Bureau Approved

          LOCATION

          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

            Aug
            17
            Fri
            2018
            Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
            Aug 17 @

            I Want Your I.R.A.!

            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 fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers 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 taking Required Minimum Distributions (RMD) at age 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.
            • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
             
            This class is 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.

            Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
             
            BBB Accredited Business
            National Ethics Bureau Approved

            LOCATION

            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

              Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
              Aug 17 @

              I Want Your I.R.A.!

              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 fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers 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 taking Required Minimum Distributions (RMD) at age 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.
              • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
               
              This class is 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.

              Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
               
              BBB Accredited Business
              National Ethics Bureau Approved

              LOCATION

              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

                Oct
                2
                Tue
                2018
                Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                Oct 2 @

                I Want Your I.R.A.!

                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 fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers 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 taking Required Minimum Distributions (RMD) at age 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.
                • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
                This class is 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.

                Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.

                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

                  Nov
                  1
                  Thu
                  2018
                  Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                  Nov 1 @

                  I Want Your I.R.A.!

                  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 speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and 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!
                  • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
                  • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
                  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 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.
                  • Are you concerned about the upcoming Bond Bear Market and its effect on your retirement? Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
                  This is an advanced 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.

                  Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
                   
                  BBB Accredited Business
                  National Ethics Bureau Approved

                  LOCATION

                  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


                     

                    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

                    Nov
                    2
                    Fri
                    2018
                    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                    Nov 2 @

                    I Want Your I.R.A.!

                    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 speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and 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!
                    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
                    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
                    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 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.
                    • Are you concerned about the upcoming Bond Bear Market and its effect on your retirement? Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
                    This is an advanced 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.

                    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
                     
                    BBB Accredited Business
                    National Ethics Bureau Approved

                    LOCATION

                    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


                       

                      Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

                      Jan
                      30
                      Wed
                      2019
                      You are invited to our “Sips and Scrubs” Event @ Santa Fe Professional Building
                      Jan 30 @

                       

                      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 essential oils?
                      How can you use them to support health and wellness?

                      Can oils help with sleep, mood, and immune support? 

                       

                      As always, this event is FREE and you do not have to be a client to attend.

                       

                      Space is limited so RSVP quickly!

                      Hosted by Jean Dorrell and Senior Financial Security, Inc. 

                       
                      BBB Accredited Business
                      National Ethics Bureau Approved

                      LOCATION

                      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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

                       

                      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*

                        Number Attending*

                        Comments/Questions:

                        *Required Field

                        Feb
                        25
                        Mon
                        2019
                        You are invited to our “CBD Oil” Event! @ Santa Fe Professional Building
                        Feb 25 @
                         


                        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 those states. 
                         
                        The marijuana extract is being credited with helping treat a host of medical problems – everything from epileptic seizures to anxiety to inflammation to sleeplessness.
                         
                        Come join us to learn about CBD Oil and its many benefits from an expert! 
                         
                        As always, this event is FREE and you do not have to be a client to attend.

                         

                        BBB Accredited Business
                        National Ethics Bureau Approved

                        LOCATION

                        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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

                         

                        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*

                          Number Attending*

                          Comments/Questions:

                          *Required Field

                          Mar
                          20
                          Wed
                          2019
                          Smart Women Finish Rich @ Santa Fe Professional Building
                          Mar 20 @

                          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 women, 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, a 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. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for 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 or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, 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!
                            • Required Minimum Distributions planning and how to legally eliminate RMDs at 70-1/2 and beyond! Come see our RMD Eliminator strategy.
                            • Do you own an IRA and a Living Trust? Jean reviews the IRS Publication and addresses the risks inherent with this flawed and over-used strategy. Living Trust, Living Hell, the scam of the decade. 
                            • Are you concerned with the distribution of your “digital” assets after death? You should be! Come hear our digital “wiz” discuss state & federal laws that prevent you from accessing loved one’s information, along with solutions to protect your digital assets.

                          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.

                          First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.


                          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

                            May
                            7
                            Tue
                            2019
                            Smart Women Finish Rich @ Santa Fe Professional Building
                            May 7 @

                            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 women, 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, a 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. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for 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 or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, 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!
                              • Required Minimum Distributions planning and how to legally eliminate RMDs at 70-1/2 and beyond! Come see our RMD Eliminator strategy.
                              • Do you own an IRA and a Living Trust? Jean reviews the IRS Publication and addresses the risks inherent with this flawed and over-used strategy. Living Trust, Living Hell, the scam of the decade. 
                              • Are you concerned with the distribution of your “digital” assets after death? You should be! Come hear our digital “wiz” discuss state & federal laws that prevent you from accessing loved one’s information, along with solutions to protect your digital assets.

                            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.

                            First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.


                            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

                              May
                              8
                              Wed
                              2019
                              Smart Women Finish Rich @ Santa Fe Professional Building
                              May 8 @

                              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 women, 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, a 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. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for 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 or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, 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!
                                • Required Minimum Distributions planning and how to legally eliminate RMDs at 70-1/2 and beyond! Come see our RMD Eliminator strategy.
                                • Do you own an IRA and a Living Trust? Jean reviews the IRS Publication and addresses the risks inherent with this flawed and over-used strategy. Living Trust, Living Hell, the scam of the decade. 
                                • Are you concerned with the distribution of your “digital” assets after death? You should be! Come hear our digital “wiz” discuss state & federal laws that prevent you from accessing loved one’s information, along with solutions to protect your digital assets.

                              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.

                              First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.


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

                                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 @

                                  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.

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                                    Oct
                                    28
                                    Mon
                                    2019
                                    2019 Annual Halloween Party with Senior Financial Security, Inc. @ American Legion
                                    Oct 28 @ –

                                    Are you ready for some spooktacular fun?
                                    Jean Dorrell is hosting everyone!
 

                                    Come enjoy food, drinks, and dancing on Halloween night
                                    With a costume contest and prizes for even more delight!

                                    You’re invited to come party with the Senior Financial crew!
                                    It’s our way of saying thanks for all that you do!

                                    Time: 5:00-7:00pm
                                    Location: American Legion
                                    699 W Lady Lake Blvd.
                                    Lady Lake, FL 32159

                                    Please RSVP by Monday, October 21st
                                    Call 352-307-8652 or email Jessica@senfinancial.com 

                                    Save time and RSVP online!

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                                      Nov
                                      4
                                      Mon
                                      2019
                                      Senior Financial Security, Inc. Nutritional Snack & Learn @ Santa Fe Professional Building
                                      Nov 4 @

                                      Hosted by Jean Dorrell and Senior Financial Security, Inc. 
                                       
                                      Are you tired of low energy, aches and pains, illness and medications?!?!
                                       
                                      Do you know the power of plants and that we should all be eating a minimum of 7-13 fruits and vegetables in raw form every day?
                                       
                                      What if there was a way you could conveniently get more fruits and vegetables in your diet … would you want to learn more?
                                       
                                      Join us November 4th to sample products and learn more about how nutrition plays a key role in how our bodies function and perform.
                                       

                                      As always, this event is FREE and you do not have to be a client to attend.

                                      Call 352-307-8652 or email Jessica@senfinancial.com 

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