Events

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 @ Santa Fe Professional Building
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
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.
 

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.