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 30 years. The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.
The TIME TO ACT IS NOW.
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 too!
At this Free Dinner Workshop, discover strategies to protect your nest egg against:
• How to Read a Trust (And Not Get Lost In The Legal Swamp)
• Trusts hit the HIGHEST tax bracket of 37% with over $15,650 in income upon your passing. Your children would have to earn over $600,500 to be in the same bracket! If you didn’t know that, come find out why! Many changes are due to the SECURE Act!**
• Estate & Wealth Transfer Planning
• Tax Efficiency & Wealth Preservation
• Private Markets & Diversification beyond Private Stock
• Healthcare & Longevity Risk
• Philanthropy & Values-Based Legacy-Your wealth is not about numbers-it’s about impact. We’ll look at options like donor-advised funds, private foundations, or impact investments so your legacy reflects your values as well and your financial goals.
• The OBBB Act and what it means for your retirement
• Taxes on Retirement Income
• Trust & IRA Mistakes That Could Devastate Your Heirs
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
To make your reservations, call 352-307-8652 (24 hours) To register online visit www.thesmartmoneygal.com WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!PS: The last workshop was full. It could change your life!
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.
** Based on 2024 figures
