Events

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.

    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
    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!

      Name*

      Email*

      Address*

      City*

      State*

      Zip Code*

      Phone Number*

      Number Attending*

      Comments/Questions:

      *Required Field


       

      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 

        Name*

        Email*

        Address*

        City*

        State*

        Zip Code*

        Phone Number*

        Number Attending*

        Comments/Questions:

        *Required Field

         

        Dec
        6
        Fri
        2019
        Senior Financial Security, Inc. Avoid Probate @ Santa Fe Professional Building
        Dec 6 @

        How to bypass probate without expensive legal documents: A DIY fool-proof way to save money, prevent probate and cut out attorneys!!

        Works on real estate, too!

        Hosted by Jean Dorrell and Senior Financial Security, Inc. 

        Join us December 6th to enjoy lunch and learn more about how to save yourself time, money and stress!

        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 

          Name*

          Email*

          Address*

          City*

          State*

          Zip Code*

          Phone Number*

          Number Attending*

          Comments/Questions:

          How did you hear about our seminar? (Optional)

          *Required Field

          (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.

           

          Mar
          12
          Thu
          2020
          How to Save $ On Your Medicare Supplement Insurance Premium @ Santa Fe Professional Building
          Mar 12 @

          QUICK & TO THE POINT: Reserve your spot on March 12 or 13, if you’re interested in saving money on your Medicare Supplemental Insurance policy! Just 30 minutes may save you thousands of dollars each year! Call Senior Financial Security, Inc. at 352-307-8652 or click the link below to reserve your spot!
           
          A BIT OF BACKGROUND: During our years of working as retirement planners, we’ve found the two most important things a retiree worries about are: 1) outliving their money (which is why we focus on crafting durable income plans for our clients) and 2) their health insurance-they want to make sure they are covered for a catastrophic health event. They don’t want to exhaust their savings to pay for such things as bypass surgery, chemotherapy treatments, kidney disease and dialysis, or you name it. It’s understandable because any of these things can wipe out a retirement account. 
           
          When it comes to health insurance, most people are not covered by a group or government insurance plan like Tri-Care, so they have really only two options:  
           
          1) MEDICARE ADVANTAGE:You apply for this coverage between October 7 and December 7. This insurance has very low premiums and, in some cases, no premium at all. We are not big fans of this type of coverage. Why? Because you get what you pay for; you are restricted to a network of doctors and a network of hospitals like an HMO. If your doctor or hospital isn’t on the list, too bad. You’re going to also have an out of pocket expense of up to $5,000 per year and potentially a lot of co-payments (which is one reason why they have low premiums).
           
          2) MEDICARE SUPPLEMENTS:You can apply for this insurance any time of the year. This is private insurance with a reasonable premium, of which the insurance company pays the total bill, for all Part A and Part B Medicare expenses that are approved by Medicare. The most common Medigap plans are F, G, and N, and the beauty is that with these plans you can choose any doctor in the country, any surgeon, any hospital, any urgent care. Plus, if you own plan F, you will pay your premium between $125-$300 per month, and that’s it. Even if your bill is $100,000 between the hospital and doctor, plan F covers the total bill; not a penny out of your pocket except for your monthly premiums.
          If you are age 65+ and you want to make sure that you have adequate health insurance coverage while paying the lowest premiums possible, then make sure you schedule a Medicare Supplemental review with our team on March 12 or 13. It’s only 30 minutes of your time to potentially save thousands of dollars for years to come! It’s a no brainer! There’s not a retiree in America that wouldn’t jump on an offer to save up to $2,000 per year on their Medicare supplemental policy in exchange for just 30 minutes of their time. 
           

           

          HOW WE DO IT: The reason we can help you pay the lowest premium for your Medicare supplemental policy is…Technology. We have a unique quoting tool that we are going to demonstrate on March 12 and 13 which will show you how much you can save for the same coverage. We plug in your age, gender, zip code, smoker/non-smoker, marital status, etc. and, in a few seconds, we will find the lowest premium available for plans F, G, or N. Remember, the only thing that matters when you buy a Medicare supplement policy is the premium. We all have been there. It’s like shopping for a new car. You can visit a bunch of Toyota dealerships, all with the same exact car, but all that matters is the price! Why pay more for the exact same coverage? The coverage from insurance companies like Cigna, United Healthcare, Mutual of Omaha, etc., is all the same-all that matters is your monthly premium and we want to help you find the lowest premium possible for excellent coverage.

          WHAT’S THE CATCH?: Unlike Medicare Advantage, there is no enrollment period, but you do have to qualify medically, so if you’ve had a heart attack, stroke, cancer, kidney disease, or any major illness in the past 24 months then you will not be able to switch. If it’s been over 2 years then you will likely qualify. Normally, out of every 10 applications we submit, over 80% are approved. Plus, it only takes about 15 minutes to complete an application and costs you nothing to see if you are approved by a lower cost insurance plan. Once you are approved, you can start paying less than you are now-pocket the difference or use it for something more fun than paying insurance premiums!

           
          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.
           
          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

            Mar
            13
            Fri
            2020
            How to Save $ On Your Medicare Supplement Insurance Premium @ Santa Fe Professional Building
            Mar 13 @

            QUICK & TO THE POINT: Reserve your spot on March 12 or 13, if you’re interested in saving money on your Medicare Supplemental Insurance policy! Just 30 minutes may save you thousands of dollars each year! Call Senior Financial Security, Inc. at 352-307-8652 or click the link below to reserve your spot!
             
            A BIT OF BACKGROUND: During our years of working as retirement planners, we’ve found the two most important things a retiree worries about are: 1) outliving their money (which is why we focus on crafting durable income plans for our clients) and 2) their health insurance-they want to make sure they are covered for a catastrophic health event. They don’t want to exhaust their savings to pay for such things as bypass surgery, chemotherapy treatments, kidney disease and dialysis, or you name it. It’s understandable because any of these things can wipe out a retirement account. 
             
            When it comes to health insurance, most people are not covered by a group or government insurance plan like Tri-Care, so they have really only two options:  
             
            1) MEDICARE ADVANTAGE:You apply for this coverage between October 7 and December 7. This insurance has very low premiums and, in some cases, no premium at all. We are not big fans of this type of coverage. Why? Because you get what you pay for; you are restricted to a network of doctors and a network of hospitals like an HMO. If your doctor or hospital isn’t on the list, too bad. You’re going to also have an out of pocket expense of up to $5,000 per year and potentially a lot of co-payments (which is one reason why they have low premiums).
             
            2) MEDICARE SUPPLEMENTS:You can apply for this insurance any time of the year. This is private insurance with a reasonable premium, of which the insurance company pays the total bill, for all Part A and Part B Medicare expenses that are approved by Medicare. The most common Medigap plans are F, G, and N, and the beauty is that with these plans you can choose any doctor in the country, any surgeon, any hospital, any urgent care. Plus, if you own plan F, you will pay your premium between $125-$300 per month, and that’s it. Even if your bill is $100,000 between the hospital and doctor, plan F covers the total bill; not a penny out of your pocket except for your monthly premiums.
            If you are age 65+ and you want to make sure that you have adequate health insurance coverage while paying the lowest premiums possible, then make sure you schedule a Medicare Supplemental review with our team on March 12 or 13. It’s only 30 minutes of your time to potentially save thousands of dollars for years to come! It’s a no brainer! There’s not a retiree in America that wouldn’t jump on an offer to save up to $2,000 per year on their Medicare supplemental policy in exchange for just 30 minutes of their time. 
             

             

            HOW WE DO IT: The reason we can help you pay the lowest premium for your Medicare supplemental policy is…Technology. We have a unique quoting tool that we are going to demonstrate on March 12 and 13 which will show you how much you can save for the same coverage. We plug in your age, gender, zip code, smoker/non-smoker, marital status, etc. and, in a few seconds, we will find the lowest premium available for plans F, G, or N. Remember, the only thing that matters when you buy a Medicare supplement policy is the premium. We all have been there. It’s like shopping for a new car. You can visit a bunch of Toyota dealerships, all with the same exact car, but all that matters is the price! Why pay more for the exact same coverage? The coverage from insurance companies like Cigna, United Healthcare, Mutual of Omaha, etc., is all the same-all that matters is your monthly premium and we want to help you find the lowest premium possible for excellent coverage.

            WHAT’S THE CATCH?: Unlike Medicare Advantage, there is no enrollment period, but you do have to qualify medically, so if you’ve had a heart attack, stroke, cancer, kidney disease, or any major illness in the past 24 months then you will not be able to switch. If it’s been over 2 years then you will likely qualify. Normally, out of every 10 applications we submit, over 80% are approved. Plus, it only takes about 15 minutes to complete an application and costs you nothing to see if you are approved by a lower cost insurance plan. Once you are approved, you can start paying less than you are now-pocket the difference or use it for something more fun than paying insurance premiums!

             
            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.
             
            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

              Oct
              20
              Tue
              2020
              Will the Election Rattle Your Retirement? October 20th – 2pm @ Santa Fe Professional Building -
              Oct 20 @

               

               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 Security, Inc.has served our clientele here over 29 years.

              The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.


              The TIME TO ACT IS NOW
              .

              This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

              • How to Read a Trust (And Not Get Lost In The Legal Swamp)
              • Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
              • Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
              • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
              • Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
              • Let our 29 years of experience and location in The Villages® community educate you!

              *Professor John Huggard and author of Living Trust, Living Hell

               

               

              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!

              Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation. 

              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

                Will the Election Rattle Your Retirement? October 27th – 2pm @ Santa Fe Professional Building
                Oct 20 @

                 

                 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 Security, Inc.has served our clientele here over 29 years.

                The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.


                The TIME TO ACT IS NOW
                .

                This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

                • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                • Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                • Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                • Advanced Strategies to Leverage your Social Security income and make it tax FREE!
                • Let our 29 years of experience and location in The Villages® community educate you!

                *Professor John Huggard and author of Living Trust, Living Hell

                 

                 

                LOCATION

                BBB Accredited Business
                National Ethics Bureau Approved
                The Brownwood Hotel & Spa
                3003 Brownwood Blvd.
                The Villages, FL 32163
                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!

                Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation. 

                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
                  21
                  Wed
                  2020
                  Will the Election Rattle Your Retirement? Wednesday October 21st – 2pm @ Santa Fe Professional Building
                  Oct 21 @

                   

                  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 Security, Inc.has served our clientele here over 29 years.

                  The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.


                  The TIME TO ACT IS NOW
                  .

                  This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

                  • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                  • Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                  • Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                  • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                  • Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
                  • Let our 29 years of experience and location in The Villages® community educate you!

                  *Professor John Huggard and author of Living Trust, Living Hell

                   

                   

                  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!

                  Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation. 

                  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

                    Jan
                    20
                    Wed
                    2021
                    Will the Election Rattle Your Retirement? January 20th – 2pm @ The Brownwood Hotel & Spa - Silas Room
                    Jan 20 @

                     

                    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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.
                     
                    The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.


                    The TIME TO ACT IS NOW
                    .

                    This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
                     
                    • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                    • Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                    • Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                    • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                    • Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
                    • Let our 29 years of experience and location in The Villages community educate you!
                       
                    *Professor John Huggard and author of Living Trust, Living Hell
                    *Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
                     
                    *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                     
                     
                    LOCATION

                    BBB Accredited Business
                    National Ethics Bureau Approved
                    The Brownwood Hotel & Spa
                    Silas Room
                    3003 Brownwood Blvd.
                    The Villages, FL 32163
                    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!

                    Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation. 

                    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

                      Feb
                      11
                      Thu
                      2021
                      Will the Election Rattle Your Retirement? February 11th – 2pm @ The Brownwood Hotel & Spa - Silas Room
                      Feb 11 @

                       

                      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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.
                       
                      The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.

                      This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
                       
                      • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                      • Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                      • Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                      • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                      • Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
                      • Let our 29 years of experience and location in The Villages community educate you!
                         
                      *Professor John Huggard and author of Living Trust, Living Hell
                      *Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
                       
                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      Silas Room
                      3003 Brownwood Blvd.
                      The Villages, FL 32163
                      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.
                       

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      Mar
                      9
                      Tue
                      2021
                      Will the Election Rattle Your Retirement? March 9th – 2pm @ The Brownwood Hotel & Spa - Silas Room
                      Mar 9 @

                       

                      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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.
                       
                      The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.

                      This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
                       
                      • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                      • Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                      • Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                      • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                      • Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
                      • Let our 29 years of experience and location in The Villages community educate you!
                         
                      *Professor John Huggard and author of Living Trust, Living Hell
                      *Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
                       
                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      Silas Room
                      3003 Brownwood Blvd.
                      The Villages, FL 32163
                      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.
                       

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      Apr
                      14
                      Wed
                      2021
                      Will the Election Rattle Your Retirement? April 14th – 2pm @ The Brownwood Hotel & Spa - Silas Room
                      Apr 14 @

                       

                      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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.
                       
                      The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.

                      This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
                       
                      • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                      • Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                      • Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                      • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                      • Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
                      • Let our 29 years of experience and location in The Villages community educate you!
                         
                      *Professor John Huggard and author of Living Trust, Living Hell
                      *Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
                       
                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      Silas Room
                      3003 Brownwood Blvd.
                      The Villages, FL 32163
                      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.
                       

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      May
                      6
                      Thu
                      2021
                      Will the Election Rattle Your Retirement? May 6th – 2pm @ The Brownwood Hotel & Spa - Silas Room
                      May 6 @

                       

                      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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.
                       
                      The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.

                      This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
                       
                      • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                      • Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                      • Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                      • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                      • Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
                      • Let our 29 years of experience and location in The Villages community educate you!
                         
                      *Professor John Huggard and author of Living Trust, Living Hell
                      *Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
                       
                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      Silas Room
                      3003 Brownwood Blvd.
                      The Villages, FL 32163
                      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.
                       

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      Jun
                      23
                      Wed
                      2021
                      New Secure Act Rules from The IRS: What They Are and How to Help Safeguard Your Estate from Taxes June 23rd – 11am @ The Brownwood Hotel & Spa, The Silas Room
                      Jun 23 @

                      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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

                      Join us June 23rd to enjoy lunch and learn more about the new interpretations of the Secure Act and how to safeguard your estate from taxes. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

                      • The IRS surprised the tax planning world with new interpretations of the Secure Act
                      • Your kids may have to CONTINUE taking RMDs from YOUR IRAs
                      • See how little known uses of life insurance can help save your family on taxes after death
                      • Roth IRAs aren’t safe from the Secure Act either, come see why!
                       
                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa, The Silas Room
                      3003 Brownwood Blvd.
                      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.
                       

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      Jun
                      30
                      Wed
                      2021
                      Inflation: What Can You Do About It? June 30th – 11am @ The Brownwood Hotel & Spa - The Silas Room
                      Jun 30 @

                      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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

                      Join us June 30th to enjoy lunch and learn more about what rising interest rates mean to your retirement portfolio and peace of mind. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

                      • In the past, inflation has eroded 74% of the US Dollar’s buying power.
                      • Inflation is being talked about on the news almost every night, come see what you can do about it!
                      • The Fed fights inflation by raising interest rates, see how this can be detrimental to investments such as bonds.
                       
                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      Silas Room
                      3003 Brownwood Blvd.
                      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.
                       

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      Nov
                      3
                      Wed
                      2021
                      Cryptocurrency Taxation for Domestic, International & Expatriate Taxpayers – November 3rd at 11am @ Senior Financial Security, Inc.
                      Nov 3 @

                      Cryptocurrencies are a hot and sometimes intimidating topic. With so much in the news, it is hard to stay up to speed on the newest trends and filing requirements. Jean Dorrell and her team of licensed fiduciaries will provide you with easy to understand information relating to the history, tax treatment, and current legislation applicable to cryptocurrencies.

                       

                      The best way to learn more about cryptocurrencies is to attend our Lunch & Learn on Wednesday, November 3rd, 2021 at 11:00AM!

                      The following issues and hot topics will be covered:

                      · Introduction to virtual currency

                      · Prior and current tax treatment for domestic (US) tax filers

                      · Potential tax impacts for international taxpayers

                      · How the IRS is targeting cryptocurrency

                      · Bitcoin tops $60,000 for first time in six months as traders bet on ETF approval

                       

                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      Senior Financial Security, Inc.
                      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.
                       

                      Due to social distancing, seating is limited to first 15 callers. Call 352-307-8652 (24 hours) or click the button below to register! Doors close promptly at 10:50AM.

                      Dec
                      6
                      Mon
                      2021
                      Inflation: What Can You Do About It? December 6th – 11am @ The Brownwood Hotel & Spa - The Silas Room
                      Dec 6 @

                      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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

                      Join us December 6thth to enjoy lunch and learn more about what rising interest rates mean to your retirement portfolio and peace of mind. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

                      • In the past, inflation has eroded 74% of the US Dollar’s buying power.
                      • Inflation is being talked about on the news almost every night, come see what you can do about it!
                      • The Fed fights inflation by raising interest rates, see how this can be detrimental to investments such as bonds.

                      Please arrive 30 minutes early for a complimentary Mimosa or Bloody Mary!

                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      The Silas Room
                      3003 Brownwood Blvd.
                      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.
                       

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      Jan
                      5
                      Wed
                      2022
                      Will This Election Rattle Your Retirement? January 5th – 2pm @ The Brownwood Hotel & Spa, The Silas Room
                      Jan 5 @

                      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 Security, Inc.has served our clientele here over 30 years.

                      The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.

                      The TIME TO ACT IS NOW.

                      This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

                      • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                      • Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                      • Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                      • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                      • Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
                      • Let our 30 years of experience and location in The Villages® community educate you!

                      *Professor John Huggard and author of Living Trust, Living Hell

                       

                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      The Silas Room
                      3003 Brownwood Blvd.

                      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.

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation. 

                      Jan
                      6
                      Thu
                      2022
                      Will This Election Rattle Your Retirement? January 6th – 10am @ The Brownwood Hotel & Spa, The Silas Room
                      Jan 6 @

                      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 Security, Inc.has served our clientele here over 30 years.

                      The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.

                      The TIME TO ACT IS NOW.

                      This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

                      • How to Read a Trust (And Not Get Lost In The Legal Swamp)
                      • Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
                      • Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
                      • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
                      • Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
                      • Let our 30 years of experience and location in The Villages® community educate you!

                      *Professor John Huggard and author of Living Trust, Living Hell

                       

                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      The Silas Room
                      3003 Brownwood Blvd.

                      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.

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation.