Events

Mar
9
Tue
2021
Will the Election Rattle Your Retirement? March 9th – 2pm @ The Brownwood Hotel & Spa - Silas Room
Mar 9 @

 

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 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.

This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
 
  • How to Read a Trust (And Not Get Lost In The Legal Swamp)
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
  • Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
  • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
  • Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
  • Let our 29 years of experience and location in The Villages community educate you!
   
*Professor John Huggard and author of Living Trust, Living Hell
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 
*Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
 
 
LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
Silas Room
3003 Brownwood Blvd.
The Villages, FL 32163
Seating is limited.

To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

Apr
14
Wed
2021
Will the Election Rattle Your Retirement? April 14th – 2pm @ The Brownwood Hotel & Spa - Silas Room
Apr 14 @

 

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 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.

This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
 
  • How to Read a Trust (And Not Get Lost In The Legal Swamp)
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
  • Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
  • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
  • Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
  • Let our 29 years of experience and location in The Villages community educate you!
   
*Professor John Huggard and author of Living Trust, Living Hell
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 
*Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
 
 
LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
Silas Room
3003 Brownwood Blvd.
The Villages, FL 32163
Seating is limited.

To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

May
6
Thu
2021
Will the Election Rattle Your Retirement? May 6th – 2pm @ The Brownwood Hotel & Spa - Silas Room
May 6 @

 

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 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.

This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
 
  • How to Read a Trust (And Not Get Lost In The Legal Swamp)
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
  • Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
  • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
  • Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
  • Let our 29 years of experience and location in The Villages community educate you!
   
*Professor John Huggard and author of Living Trust, Living Hell
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 
*Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
 
 
LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
Silas Room
3003 Brownwood Blvd.
The Villages, FL 32163
Seating is limited.

To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

Jun
23
Wed
2021
New Secure Act Rules from The IRS: What They Are and How to Help Safeguard Your Estate from Taxes June 23rd – 11am @ The Brownwood Hotel & Spa, The Silas Room
Jun 23 @

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

Join us June 23rd to enjoy lunch and learn more about the new interpretations of the Secure Act and how to safeguard your estate from taxes. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

  • The IRS surprised the tax planning world with new interpretations of the Secure Act
  • Your kids may have to CONTINUE taking RMDs from YOUR IRAs
  • See how little known uses of life insurance can help save your family on taxes after death
  • Roth IRAs aren’t safe from the Secure Act either, come see why!
 
*Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
 
 
LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa, The Silas Room
3003 Brownwood Blvd.
The Villages, FL 32162
Seating is limited.

To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

Jun
30
Wed
2021
Inflation: What Can You Do About It? June 30th – 11am @ The Brownwood Hotel & Spa - The Silas Room
Jun 30 @

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

Join us June 30th to enjoy lunch and learn more about what rising interest rates mean to your retirement portfolio and peace of mind. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

  • In the past, inflation has eroded 74% of the US Dollar’s buying power.
  • Inflation is being talked about on the news almost every night, come see what you can do about it!
  • The Fed fights inflation by raising interest rates, see how this can be detrimental to investments such as bonds.
 
*Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
 
 
LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
Silas Room
3003 Brownwood Blvd.
The Villages, FL 32162
Seating is limited.

To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

Nov
3
Wed
2021
Cryptocurrency Taxation for Domestic, International & Expatriate Taxpayers – November 3rd at 11am @ Senior Financial Security, Inc.
Nov 3 @

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

BBB Accredited Business
National Ethics Bureau Approved
Senior Financial Security, Inc.
8564 East CR 466
Suite 202
The Villages, FL 32162
Seating is limited.

To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

Due to 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.

Dec
6
Mon
2021
Inflation: What Can You Do About It? December 6th – 11am @ The Brownwood Hotel & Spa - The Silas Room
Dec 6 @

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

Join us December 6thth to enjoy lunch and learn more about what rising interest rates mean to your retirement portfolio and peace of mind. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

  • In the past, inflation has eroded 74% of the US Dollar’s buying power.
  • Inflation is being talked about on the news almost every night, come see what you can do about it!
  • The Fed fights inflation by raising interest rates, see how this can be detrimental to investments such as bonds.

Please arrive 30 minutes early for a complimentary Mimosa or Bloody Mary!

*Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
 
 
LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.
The Villages, FL 32162
Seating is limited.

To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

Jan
5
Wed
2022
Will This Election Rattle Your Retirement? January 5th – 2pm @ The Brownwood Hotel & Spa, The Silas Room
Jan 5 @

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. Senior Financial Security, Inc.has served our clientele here 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 and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

• How to Read a Trust (And Not Get Lost In The Legal Swamp)
• Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
• Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
• Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
• Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
• Let our 30 years of experience and location in The Villages® community educate you!

*Professor John Huggard and author of Living Trust, Living Hell

 

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.

Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation. 

Jan
6
Thu
2022
Will This Election Rattle Your Retirement? January 6th – 10am @ The Brownwood Hotel & Spa, The Silas Room
Jan 6 @

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. Senior Financial Security, Inc.has served our clientele here 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 and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

• How to Read a Trust (And Not Get Lost In The Legal Swamp)
• Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
• Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
• Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
• Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
• Let our 30 years of experience and location in The Villages® community educate you!

*Professor John Huggard and author of Living Trust, Living Hell

 

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

 

PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.

Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation. 

Jan
20
Thu
2022
Retiring in Biden’s America January 20th – 2pm @ The Brownwood Hotel & Spa, The Silas Room
Jan 20 @

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • 3 Fatal Errors to Watch For in your IRA/401k Accounts. 
  • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees! 
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 and beyond. 
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules. 
  • Have you been told bonds are conservative? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way. 

This class is 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.

Includes Dinner & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
DOORS CLOSE PROMPTLY @ 1:50PM
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.

Feb
22
Tue
2022
Retiring in Biden’s America February 22nd – 2pm @ The Brownwood Hotel & Spa, The Silas Room
Feb 22 @

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • 3 Fatal Errors to Watch For in your IRA/401k Accounts. 
  • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees! 
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 and beyond. 
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules. 
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way. 

This class is 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.

Includes Dinner & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY @ 1:50PM
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.

Feb
23
Wed
2022
Retiring in Biden’s America February 23rd – 2pm @ The Brownwood Hotel & Spa, The Silas Room
Feb 23 @

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • 3 Fatal Errors to Watch For in your IRA/401k Accounts. 
  • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees! 
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 and beyond. 
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules. 
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way. 

This class is 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.

Includes Dinner & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY @ 1:50PM
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.

Apr
13
Wed
2022
Retiring in Biden’s America April 13th – 2pm @ The Brownwood Hotel & Spa, The Silas Room
Apr 13 @

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • 3 Fatal Errors to Watch For in your IRA/401k Accounts. 
  • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees! 
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 and beyond. 
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules. 
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way. 

This class is 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.

Includes Mimosa & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY @ 1:50PM
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.

Apr
15
Fri
2022
Retiring in Biden’s America April 15th – 2pm @ The Brownwood Hotel & Spa, The Silas Room
Apr 15 @

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • 3 Fatal Errors to Watch For in your IRA/401k Accounts. 
  • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees! 
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 and beyond. 
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules. 
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way. 

This class is 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.

Includes Mimosa & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY @ 1:50PM
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.

Jun
15
Wed
2022
Retiring in Biden’s America June 15th – 11am @ The Brownwood Hotel & Spa, The Silas Room
Jun 15 @

AVOID LOSING UP TO 70% OF YOUR IRA TO TAXES

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • Do you have an Airbag in your portfolio to protect against inflation, Trade Wars, Tariffs & Taxation?
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,450 in income upon your passing. Your children would have to earn $647,850 to be in the same bracket! If you didn’t know that, come find out why!
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way.

This class is 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.

Includes Meal & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
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.

Jun
17
Fri
2022
Retiring in Biden’s America June 17th – 2pm @ The Brownwood Hotel & Spa, The Silas Room
Jun 17 @

AVOID LOSING UP TO 70% OF YOUR IRA TO TAXES

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • Do you have an Airbag in your portfolio to protect against inflation, Trade Wars, Tariffs & Taxation?
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,450 in income upon your passing. Your children would have to earn $647,850 to be in the same bracket! If you didn’t know that, come find out why!
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way.

This class is 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.

Includes Meal & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Silas Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
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.

Jul
6
Wed
2022
Retiring in Biden’s America July 6th – 2pm @ The Brownwood Hotel & Spa, The Mizell Room
Jul 6 @

AVOID LOSING UP TO 70% OF YOUR IRA TO TAXES

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • Do you have an Airbag in your portfolio to protect against inflation, Trade Wars, Tariffs & Taxation?
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,450 in income upon your passing. Your children would have to earn $647,850 to be in the same bracket! If you didn’t know that, come find out why!
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way.

This class is 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.

Includes Meal & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Mizell Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
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.

Jul
7
Thu
2022
Retiring in Biden’s America July 7th – 2pm @ The Brownwood Hotel & Spa, The Mizell Room
Jul 7 @

AVOID LOSING UP TO 70% OF YOUR IRA TO TAXES

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • Do you have an Airbag in your portfolio to protect against inflation, Trade Wars, Tariffs & Taxation?
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,450 in income upon your passing. Your children would have to earn $647,850 to be in the same bracket! If you didn’t know that, come find out why!
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way.

This class is 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.

Includes Meal & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Mizell Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
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.

Oct
18
Tue
2022
Retiring in Biden’s America October 18th – 11AM @ The Brownwood Hotel & Spa, The Mizell Room
Oct 18 @

AVOID LOSING UP TO 70% OF YOUR IRA TO TAXES

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • Do you have an Airbag in your portfolio to protect against inflation, Trade Wars, Tariffs & Taxation?
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,450 in income upon your passing. Your children would have to earn $647,850 to be in the same bracket! If you didn’t know that, come find out why!
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way.

This class is 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.

Includes Meal & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Mizell Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
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.

Oct
19
Wed
2022
Retiring in Biden’s America October 19th – 11AM @ The Brownwood Hotel & Spa, The Mizell Room
Oct 19 @

AVOID LOSING UP TO 70% OF YOUR IRA TO TAXES

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. 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. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% 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, too!

  • Do you have an Airbag in your portfolio to protect against inflation, Trade Wars, Tariffs & Taxation?
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
  • Trusts hit the HIGHEST tax bracket of 37% with just $13,450 in income upon your passing. Your children would have to earn $647,850 to be in the same bracket! If you didn’t know that, come find out why!
  • Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way.

This class is 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.

Includes Meal & Bloody Mary Bar

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
The Brownwood Hotel & Spa
The Mizell Room
3003 Brownwood Blvd.

The Villages, FL 32162
Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
 
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
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.