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 Biden’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 30 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 72 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 current economy 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.

Includes Mimosa & Bloody Mary Bar

LOCATION 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!   DOORS CLOSE PROMPTLY @ 1:50PM 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.