There were 441 new laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come?
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 Certifed 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 twelve year Villages resident and has lived in Florida 40 years, serving residents of The Villages® Community for over 30 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.
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!
- Own Mutual Funds? Learn 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 Certifed Estate Planner can help you make sense of these complicated rules.
- Own a home in Florida and want it to bypass probate without complicated legal documents? The County Clerk’s ofce 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?
- New Social Security Information!
Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please sign up 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.
** Based on 2024 figures
There were 441 new laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come?
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 Certifed 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 twelve year Villages resident and has lived in Florida 40 years, serving residents of The Villages® Community for over 30 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.
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!
- Own Mutual Funds? Learn 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 Certifed Estate Planner can help you make sense of these complicated rules.
- Own a home in Florida and want it to bypass probate without complicated legal documents? The County Clerk’s ofce 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?
- New Social Security Information!
Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please sign up 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.
** Based on 2024 figures
