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!
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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.
Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.
 
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! |
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
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!
|
This is an advanced 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.
Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.
|
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! |
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
Calling all witches, goblins, and ghosts,
Jean Dorrell will be your host!
It will be a wicked night of Halloween fun,
With dinner, dancing, and treats for everyone!
Be sure not to miss the costume contest and brew.
It’s our way of saying thanks for all that you do!
| Date: | Wednesday, October 25, 2017 |
| Time: | 5:00-7:00pm |
| Location: | American Legion 699 W Lady Lake Blvd. Lady Lake, FL 32159 5:00-7:00PM |
***This is one of our most popular events, so RSVP quickly to reserve your spot!***
Save time and RSVP online!
Error: Contact form not found.
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!
|
This is an advanced 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.
Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.
|
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! |
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
We specialize in Estate, Financial and Tax Planning for Singles!
|
|
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! |
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
We specialize in Estate, Financial and Tax Planning for Singles!
|
|
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! |
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
We specialize in Estate, Financial and Tax Planning for Singles!
|
|
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! |
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
We specialize in Estate, Financial and Tax Planning for Singles!
|
|
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! |
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
We specialize in Estate, Financial and Tax Planning for Singles!
|
LOCATION
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.) |
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
Invite you to our annual dinner and celebration of our successes thanks to our Circle of Advocates.
Tuesday, January 30, 2018
6:00-8:00PM
The Bradley Room at
Eiesenhower Rec Center
356 Buena Vista Blvd
The Villages, FL 32163
Please RSVP by January 15th, 2018
Error: Contact form not found.
We specialize in Estate, Financial and Tax Planning for Singles!
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Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
LOCATION
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.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
Are you ready for some spooktacular fun?
Jean Dorrell is hosting everyone!
Come enjoy food, drinks, and dancing on Halloween night
With a costume contest and prizes for even more delight!
You’re invited to come party with the Senior Financial crew!
It’s our way of saying thanks for all that you do!
| Time: | 5:00-7:00pm |
| Location: | American Legion 699 W Lady Lake Blvd. Lady Lake, FL 32159 |
Please RSVP by Monday, October 21st
Call 352-307-8652 or email Jessica@senfinancial.com
Save time and RSVP online!
Error: Contact form not found.
As always, this event is FREE and you do not have to be a client to attend.
Call 352-307-8652 or email Jessica@senfinancial.com
Error: Contact form not found.
How to bypass probate without expensive legal documents: A DIY fool-proof way to save money, prevent probate and cut out attorneys!!
Hosted by Jean Dorrell and Senior Financial Security, Inc.
Join us December 6th to enjoy lunch and learn more about how to save yourself time, money and stress!
As always, this event is FREE and you do not have to be a client to attend.
Call 352-307-8652 or email Jessica@senfinancial.com
Error: Contact form not found.
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(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)
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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.
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 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!
LOCATION
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.
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.
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.
- 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.
LOCATION
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.
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.
Cryptocurrencies are a hot and sometimes intimidating topic. With so much in the news, it is hard to stay up to speed on the newest trends and filing requirements. Jean Dorrell and her team of licensed fiduciaries will provide you with easy to understand information relating to the history, tax treatment, and current legislation applicable to cryptocurrencies.
The best way to learn more about cryptocurrencies is to attend our Lunch & Learn on Wednesday, November 3rd, 2021 at 11:00AM!
The following issues and hot topics will be covered:
· Introduction to virtual currency
· Prior and current tax treatment for domestic (US) tax filers
· Potential tax impacts for international taxpayers
· How the IRS is targeting cryptocurrency
· Bitcoin tops $60,000 for first time in six months as traders bet on ETF approval
LOCATION
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.
Due to social distancing, seating is limited to first 15 callers. Call 352-307-8652 (24 hours) or click the button below to register! Doors close promptly at 10:50AM.
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.
- 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.
Please arrive 30 minutes early for a complimentary Mimosa or Bloody Mary!
LOCATION
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.
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.
Ready or not, here we come!
For a night of ghosts, goblins, and Halloween fun!
Due to Covid, we had to miss last year,
but we are ready to host and shake our rears!
You are invited to dress up and give us a fright,
We will eat, drink, and dance all night!
As always, this event is free and no cost to you,
It’s how we say, “We appreciate you!”
| Time: | 6:00-8:00pm |
| Location: | Rohan Regional Recreation Center 850 Kristine Way Wildwood, FL 34785 |
Please RSVP by Friday, October 14th
Call 352-307-8652 or email Jessica@senfinancial.com
We are excited and sorry to say that this event has been filled to capacity and we can no longer accept any more registrations.
Have a great and safe Halloween 🙂
| Time: | 6:00-8:00pm |
| Location: | Colony Cottage Rec Center 510 Colony Blvd The Villages, FL 32162 |
