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Jan
17
Tue
2017
The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? January 17&18 @ Santa Fe Professional Building
Tickets
Jan 17 @

I Want Your I.R.A.!

We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 31 years, serving clientele in The Villages for 25 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

  • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
  • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
  • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
  • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
  • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,000 in income. You MUST learn how to prevent this before it’s too late!

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.

BBB Accredited Business

LOCATION
Senior Financial Security, Inc.
Santa Fe Professional Building
8564 East CR 466, Suite 202
The Villages, FL 32162
National Ethics Bureau Approved
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOPS ALWAYS FILL 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.

Reserve Your Seat Today!

Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

    Name*

    Email*

    Address*

    City*

    State*

    Zip Code*

    Phone Number*

    Seminar of Interest*

    Number Attending*

    Comments/Questions:

    *Required Field

    Read more
    Categories: Seminars Special Event
    Jan
    18
    Wed
    2017
    The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? January 17&18 @ Santa Fe Professional Building
    Tickets
    Jan 18 @

    I Want Your I.R.A.!

    We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 31 years, serving clientele in The Villages for 25 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

    • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
    • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
    • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
    • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
    • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,000 in income. You MUST learn how to prevent this before it’s too late!

    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.

    BBB Accredited Business

    LOCATION
    Senior Financial Security, Inc.
    Santa Fe Professional Building
    8564 East CR 466, Suite 202
    The Villages, FL 32162
    National Ethics Bureau Approved
    Seating is limited.
    To make your reservations, call 352-307-8652 (24 Hours)
    OUR WORKSHOPS ALWAYS FILL 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.

    Reserve Your Seat Today!

    Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

      Name*

      Email*

      Address*

      City*

      State*

      Zip Code*

      Phone Number*

      Seminar of Interest*

      Number Attending*

      Comments/Questions:

      *Required Field

      Read more
      Categories: Seminars Special Event
      Jan
      31
      Tue
      2017
      The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Jan 31 & Feb 1 @ Santa Fe Professional Building
      Tickets
      Jan 31 @

      I Want Your I.R.A.!

      We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 31 years, serving clientele in The Villages for 25 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

      • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
      • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
      • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
      • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
      • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,000 in income. You MUST learn how to prevent this before it’s too late!

      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.

      BBB Accredited Business

      LOCATION
      Senior Financial Security, Inc.
      Santa Fe Professional Building
      8564 East CR 466, Suite 202
      The Villages, FL 32162
      National Ethics Bureau Approved
      Seating is limited.
      To make your reservations, call 352-307-8652 (24 Hours)
      OUR WORKSHOPS ALWAYS FILL 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.

      Reserve Your Seat Today!

      Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

        Name*

        Email*

        Address*

        City*

        State*

        Zip Code*

        Phone Number*

        Seminar of Interest*

        Number Attending*

        Comments/Questions:

        *Required Field

        Read more
        Categories: Seminars Special Event
        Feb
        1
        Wed
        2017
        The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Jan 31 & Feb 1 @ Santa Fe Professional Building
        Tickets
        Feb 1 @

        I Want Your I.R.A.!

        We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 31 years, serving clientele in The Villages for 25 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

        • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
        • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
        • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
        • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
        • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,000 in income. You MUST learn how to prevent this before it’s too late!

        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.

        BBB Accredited Business

        LOCATION
        Senior Financial Security, Inc.
        Santa Fe Professional Building
        8564 East CR 466, Suite 202
        The Villages, FL 32162
        National Ethics Bureau Approved
        Seating is limited.
        To make your reservations, call 352-307-8652 (24 Hours)
        OUR WORKSHOPS ALWAYS FILL 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.

        Reserve Your Seat Today!

        Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

          Name*

          Email*

          Address*

          City*

          State*

          Zip Code*

          Phone Number*

          Seminar of Interest*

          Number Attending*

          Comments/Questions:

          *Required Field

          Read more
          Categories: Seminars Special Event
          Feb
          6
          Mon
          2017
          A fun evening at GarVino’s – Feb 6th & Feb 22 @ GarVino's
          Tickets
          Feb 6 @ –

               You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres on one of the following nights:

          Monday, February 6, 2017 at 5:00 – 7:00PM
          Wednesday, February 22, 2017 at 5:00 – 7:00PM

          **In order to attend, you must bring a guest who is not already a Senior Financial Security, Inc. client!!

               As usual, this will be paid for by Jean as a thank you for referring business to Senior Financial Security, Inc.

          Please complete the RSVP form below to reserve your spot!

            Your Name*

            Email*

            Address*

            City*

            State*

            Zip Code*

            Phone Number*

            Number Attending* (including yourself)

            Guest's Names*

            Which night would you like to attend?

            Comments/Questions:

            *Required Field

            Read more
            Categories: Special Event
            Feb
            14
            Tue
            2017
            The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 14 & 15 @ Santa Fe Professional Building
            Tickets
            Feb 14 @

            I Want Your I.R.A.!

            We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

            • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
            • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
            • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
            • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
            • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

            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.

            BBB Accredited Business

            LOCATION
            Senior Financial Security, Inc.
            Santa Fe Professional Building
            8564 East CR 466, Suite 202
            The Villages, FL 32162
            National Ethics Bureau Approved
            Seating is limited.
            To make your reservations, call 352-307-8652 (24 Hours)
            OUR WORKSHOPS ALWAYS FILL 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.

            Reserve Your Seat Today!

            Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

              Name*

              Email*

              Address*

              City*

              State*

              Zip Code*

              Phone Number*

              Seminar of Interest*

              Number Attending*

              Comments/Questions:

              *Required Field

              Read more
              Categories: Seminars Special Event
              Feb
              15
              Wed
              2017
              The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 14 & 15 @ Santa Fe Professional Building
              Tickets
              Feb 15 @

              I Want Your I.R.A.!

              We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

              • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
              • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
              • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
              • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
              • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

              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.

              BBB Accredited Business

              LOCATION
              Senior Financial Security, Inc.
              Santa Fe Professional Building
              8564 East CR 466, Suite 202
              The Villages, FL 32162
              National Ethics Bureau Approved
              Seating is limited.
              To make your reservations, call 352-307-8652 (24 Hours)
              OUR WORKSHOPS ALWAYS FILL 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.

              Reserve Your Seat Today!

              Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                Name*

                Email*

                Address*

                City*

                State*

                Zip Code*

                Phone Number*

                Seminar of Interest*

                Number Attending*

                Comments/Questions:

                *Required Field

                Read more
                Categories: Seminars Special Event
                Feb
                22
                Wed
                2017
                A fun evening at GarVino’s – Feb 6th & Feb 22 @ GarVino's
                Tickets
                Feb 22 @ –

                     You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres on one of the following nights:

                Monday, February 6, 2017 at 5:00 – 7:00PM
                Wednesday, February 22, 2017 at 5:00 – 7:00PM

                **In order to attend, you must bring a guest who is not already a Senior Financial Security, Inc. client!!

                     As usual, this will be paid for by Jean as a thank you for referring business to Senior Financial Security, Inc.

                Please complete the RSVP form below to reserve your spot!

                  Your Name*

                  Email*

                  Address*

                  City*

                  State*

                  Zip Code*

                  Phone Number*

                  Number Attending* (including yourself)

                  Guest's Names*

                  Which night would you like to attend?

                  Comments/Questions:

                  *Required Field

                  Read more
                  Categories: Special Event
                  Feb
                  28
                  Tue
                  2017
                  The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 28 & Mar 1st @ Santa Fe Professional Building
                  Tickets
                  Feb 28 @

                  I Want Your I.R.A.!

                  We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                  • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
                  • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
                  • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
                  • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
                  • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

                  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.

                  BBB Accredited Business

                  LOCATION
                  Senior Financial Security, Inc.
                  Santa Fe Professional Building
                  8564 East CR 466, Suite 202
                  The Villages, FL 32162
                  National Ethics Bureau Approved
                  Seating is limited.
                  To make your reservations, call 352-307-8652 (24 Hours)
                  OUR WORKSHOPS ALWAYS FILL 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.

                  Reserve Your Seat Today!

                  Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                    Name*

                    Email*

                    Address*

                    City*

                    State*

                    Zip Code*

                    Phone Number*

                    Seminar of Interest*

                    Number Attending*

                    Comments/Questions:

                    *Required Field

                    Read more
                    Categories: Seminars Special Event
                    Mar
                    1
                    Wed
                    2017
                    The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 28 & Mar 1st @ Santa Fe Professional Building
                    Tickets
                    Mar 1 @

                    I Want Your I.R.A.!

                    We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                    • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
                    • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
                    • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
                    • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
                    • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

                    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.

                    BBB Accredited Business

                    LOCATION
                    Senior Financial Security, Inc.
                    Santa Fe Professional Building
                    8564 East CR 466, Suite 202
                    The Villages, FL 32162
                    National Ethics Bureau Approved
                    Seating is limited.
                    To make your reservations, call 352-307-8652 (24 Hours)
                    OUR WORKSHOPS ALWAYS FILL 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.

                    Reserve Your Seat Today!

                    Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                      Name*

                      Email*

                      Address*

                      City*

                      State*

                      Zip Code*

                      Phone Number*

                      Seminar of Interest*

                      Number Attending*

                      Comments/Questions:

                      *Required Field

                      Read more
                      Categories: Seminars Special Event
                      Mar
                      22
                      Wed
                      2017
                      There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Mar 22 & Mar 23 @ Santa Fe Professional Building
                      Tickets
                      Mar 22 @

                      I Want Your I.R.A.!

                      We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                      • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                      • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s office explains how.
                      • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                      • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                      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.

                      BBB Accredited Business

                      LOCATION
                      Senior Financial Security, Inc.
                      Santa Fe Professional Building
                      8564 East CR 466, Suite 202
                      The Villages, FL 32162
                      National Ethics Bureau Approved
                      Seating is limited.
                      To make your reservations, call 352-307-8652 (24 Hours)
                      OUR WORKSHOPS ALWAYS FILL 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.

                      Reserve Your Seat Today!

                      Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                        Name*

                        Email*

                        Address*

                        City*

                        State*

                        Zip Code*

                        Phone Number*

                        Seminar of Interest*

                        Number Attending*

                        Comments/Questions:

                        *Required Field

                        Read more
                        Categories: Seminars Special Event
                        Mar
                        23
                        Thu
                        2017
                        There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Mar 22 & Mar 23 @ Santa Fe Professional Building
                        Tickets
                        Mar 23 @

                        I Want Your I.R.A.!

                        We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                        • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                        • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s office explains how.
                        • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                        • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                        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.

                        BBB Accredited Business

                        LOCATION
                        Senior Financial Security, Inc.
                        Santa Fe Professional Building
                        8564 East CR 466, Suite 202
                        The Villages, FL 32162
                        National Ethics Bureau Approved
                        Seating is limited.
                        To make your reservations, call 352-307-8652 (24 Hours)
                        OUR WORKSHOPS ALWAYS FILL 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.

                        Reserve Your Seat Today!

                        Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                          Name*

                          Email*

                          Address*

                          City*

                          State*

                          Zip Code*

                          Phone Number*

                          Seminar of Interest*

                          Number Attending*

                          Comments/Questions:

                          *Required Field

                          Read more
                          Categories: Seminars Special Event
                          Mar
                          29
                          Wed
                          2017
                          Divorced and Single Retirees Workshop! Hosted by Jean Dorrell @ GarVino's
                          Tickets
                          Mar 29 @ –

                               You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres!

                               This is a special, one-time opportunity to have specific retirement questions answered if you are divorced or single. You will leave with a wealth of new knowledge and information concerning your retirement!

                          Join us for a Wine Tasting and Workshop at GarVino’s on

                          Wednesday, March 29, 2017 @ 5:00 – 7:00PM

                               **This workshop, wine, and hors d’oeuvres are FREE for being our guest! All you have to do is register before all of the seats are gone!

                          Feel free to bring a guest or a potential new client who is divorced or single!

                          Please complete the RSVP form below to reserve your spot!

                            Your Name*

                            Email*

                            Address*

                            City*

                            State*

                            Zip Code*

                            Phone Number*

                            Number Attending* (including yourself)

                            Guest's Names

                            Which night would you like to attend?

                            Comments/Questions:

                            *Required Field

                            Read more
                            Categories: Special Event
                            Apr
                            4
                            Tue
                            2017
                            There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Apr 4 & Apr 5 @ Santa Fe Professional Building
                            Tickets
                            Apr 4 @

                            I Want Your I.R.A.!

                            We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                            • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                            • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s office explains how.
                            • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                            • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                            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.

                            BBB Accredited Business

                            LOCATION
                            Senior Financial Security, Inc.
                            Santa Fe Professional Building
                            8564 East CR 466, Suite 202
                            The Villages, FL 32162
                            National Ethics Bureau Approved
                            Seating is limited.
                            To make your reservations, call 352-307-8652 (24 Hours)
                            OUR WORKSHOPS ALWAYS FILL 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.

                            Reserve Your Seat Today!

                            Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                              Name*

                              Email*

                              Address*

                              City*

                              State*

                              Zip Code*

                              Phone Number*

                              Seminar of Interest*

                              Number Attending*

                              Comments/Questions:

                              *Required Field

                              Read more
                              Categories: Seminars Special Event
                              Apr
                              5
                              Wed
                              2017
                              There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Apr 4 & Apr 5 @ Santa Fe Professional Building
                              Tickets
                              Apr 5 @

                              I Want Your I.R.A.!

                              We are conducting an informal workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                              • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                              • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s office explains how.
                              • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                              • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                              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.

                              BBB Accredited Business

                              LOCATION
                              Senior Financial Security, Inc.
                              Santa Fe Professional Building
                              8564 East CR 466, Suite 202
                              The Villages, FL 32162
                              National Ethics Bureau Approved
                              Seating is limited.
                              To make your reservations, call 352-307-8652 (24 Hours)
                              OUR WORKSHOPS ALWAYS FILL 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.

                              Reserve Your Seat Today!

                              Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                                Name*

                                Email*

                                Address*

                                City*

                                State*

                                Zip Code*

                                Phone Number*

                                Seminar of Interest*

                                Number Attending*

                                Comments/Questions:

                                *Required Field

                                Read more
                                Categories: Seminars Special Event
                                Apr
                                25
                                Tue
                                2017
                                There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Apr 25 & Apr 26 @ Santa Fe Professional Building
                                Tickets
                                Apr 25 @

                                I Want Your I.R.A.!

                                We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                                • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                                • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s document explains how.
                                • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                                • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                                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.

                                BBB Accredited Business

                                LOCATION
                                Senior Financial Security, Inc.
                                Santa Fe Professional Building
                                8564 East CR 466, Suite 202
                                The Villages, FL 32162
                                National Ethics Bureau Approved
                                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.

                                Reserve Your Seat Today!

                                Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                                  Name*

                                  Email*

                                  Address*

                                  City*

                                  State*

                                  Zip Code*

                                  Phone Number*

                                  Seminar of Interest*

                                  Number Attending*

                                  Comments/Questions:

                                  *Required Field

                                  Read more
                                  Categories: Seminars Special Event
                                  Apr
                                  26
                                  Wed
                                  2017
                                  There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Apr 25 & Apr 26 @ Santa Fe Professional Building
                                  Tickets
                                  Apr 26 @

                                  I Want Your I.R.A.!

                                  We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                                  • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                                  • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s document explains how.
                                  • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                                  • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                                  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.

                                  BBB Accredited Business

                                  LOCATION
                                  Senior Financial Security, Inc.
                                  Santa Fe Professional Building
                                  8564 East CR 466, Suite 202
                                  The Villages, FL 32162
                                  National Ethics Bureau Approved
                                  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.

                                  Reserve Your Seat Today!

                                  Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                                    Name*

                                    Email*

                                    Address*

                                    City*

                                    State*

                                    Zip Code*

                                    Phone Number*

                                    Seminar of Interest*

                                    Number Attending*

                                    Comments/Questions:

                                    *Required Field

                                    Read more
                                    Categories: Seminars Special Event
                                    May
                                    2
                                    Tue
                                    2017
                                    There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? May 2nd & 3rd @ Santa Fe Professional Building
                                    Tickets
                                    May 2 @

                                    I Want Your I.R.A.!

                                    We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                                    • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                                    • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                                    • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                                    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.

                                    BBB Accredited Business

                                    LOCATION
                                    Senior Financial Security, Inc.
                                    Santa Fe Professional Building
                                    8564 East CR 466, Suite 202
                                    The Villages, FL 32162
                                    National Ethics Bureau Approved
                                    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.

                                    Reserve Your Seat Today!

                                    Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                                      Name*

                                      Email*

                                      Address*

                                      City*

                                      State*

                                      Zip Code*

                                      Phone Number*

                                      Seminar of Interest*

                                      Number Attending*

                                      Comments/Questions:

                                      How did you hear about our seminar? (Optional)

                                      *Required Field

                                      Read more
                                      Categories: Seminars Special Event
                                      May
                                      3
                                      Wed
                                      2017
                                      There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? May 2nd & 3rd @ Santa Fe Professional Building
                                      Tickets
                                      May 3 @

                                      I Want Your I.R.A.!

                                      We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                                      • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                                      • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                                      • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                                      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.

                                      BBB Accredited Business

                                      LOCATION
                                      Senior Financial Security, Inc.
                                      Santa Fe Professional Building
                                      8564 East CR 466, Suite 202
                                      The Villages, FL 32162
                                      National Ethics Bureau Approved
                                      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.

                                      Reserve Your Seat Today!

                                      Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                                        Name*

                                        Email*

                                        Address*

                                        City*

                                        State*

                                        Zip Code*

                                        Phone Number*

                                        Seminar of Interest*

                                        Number Attending*

                                        Comments/Questions:

                                        How did you hear about our seminar? (Optional)

                                        *Required Field

                                        Read more
                                        Categories: Seminars Special Event
                                        Jun
                                        13
                                        Tue
                                        2017
                                        There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? June 13th & 14th @ Santa Fe Professional Building
                                        Tickets
                                        Jun 13 @

                                        I Want Your I.R.A.!

                                        We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent 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!

                                        • Own Mutual Funds? The Myths and tricks Wall Street doesn’t want you to find out!
                                        • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this. Our Certified Estate Planner can help you make sense of these complicated rules.
                                        • How is your life savings positioned for the upcoming Melt-Up?
                                        • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
                                        • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

                                        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.

                                        BBB Accredited Business

                                        LOCATION
                                        Senior Financial Security, Inc.
                                        Santa Fe Professional Building
                                        8564 East CR 466, Suite 202
                                        The Villages, FL 32162
                                        National Ethics Bureau Approved
                                        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.

                                        Reserve Your Seat Today!

                                        Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

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                                          Categories: Seminars Special Event
                                          January – June 2017 Jan – Jun 2017