Home / Brunch & Learn – Tuesday November 17th – 11:00am

Brunch & Learn – Tuesday November 17th – 11:00am

 

 Senior Financial Security, Inc. Estate Planning Dos and Don’ts 

Tuesday, November 17, 2020 @ 11:00AM 

*Don’t hire an attorney to write a Will. Florida rules allow you to have a Will without an attorney!

*DO – attend this meeting if you have already bought a Revocable Living Trust! Can you Trust your Trust (or the attorney who drew it up)?? 5 hidden dangers!
 
*DO – have a power of attorney named BUT make sure you use “springing” powers!
 
This meeting will last about 30 minutes and we will be serving a complimentary meal, as well as Bloody Mary’s and Mimosas. So, come BRUNCH and LEARN!

We will be following all current CDC guidelines for social distancing and masks are requested when not eating or drinking.

Due to CDC guidelines, this event will fill QUICKLY, call now at 352-307-8652!! Or register online at www.senfinancial.com to save yourself and a friend a seat!!


*This is a FREE event and you do not have to be a client to attend.

Location: Santa Fe Professional Building
8564 E CR 466, Suite 202
The Villages, FL 32162
352-307-8652

 

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    (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.