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 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!

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