Circle of Advocates

Senior Financial Security, Inc. - Circle of AdvocatesTo qualify for the Circle of Advocates (VIPs with Senior Financial), simply refer us a friend or family member. If your referral invests 50,000 minimum, you will qualify for our Prestigious VIP group. Enjoy perks like quarterly trips just for COA members, early admission to events and parties ahead of the other attendees and a special Christmas party just for the Circle of Advocates. At every Senior Financial Security get-together, the COA member gets special recognition and is awarded a customized name tag to wear to each event.

We strive hard to protect your retirement. The biggest thank you we can receive from you is a referral. Won’t you share your feelings about SFS with a friend or neighbor? The easiest way to help your referral and SFS is to invite your referral to one of our upcoming seminars or even attend with them!. Below are our upcoming seminar dates:

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.