Events

Apr
10
Tue
2018
Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner Apr 10 @ 2pm & Apr 11 @ 2pm
Apr 10 @

We are excited to announce that Senior Financial Security, Inc. and Bucket List Wealth, LLC, have partnered with David Bach, best-selling author of “Smart Couples Finish Rich” to bring you this special seminar! Whether a newlywed, a couple planning for retirement or already retired, this timeless classic provides couples with easy-to-use tools that cover everything from credit card management to detailed investment advice to long term care. Together you’ll learn why couples who plan their finances together, stay together!

Each attendee will receive a complimentary copy of David Bach’s latest version of “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner.”

This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

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

 
BBB Accredited Business
National Ethics Bureau Approved

*PLEASE NOTE THE DIFFERENT LOCATION FOR THESE SEMINARS*

 

LOCATION

Pinellas Plaza Library at
The Villages Sumter County Service Center
Conference Room 102
7375 Powell Road
Wildwood, FL 34785


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.

Error: Contact form not found.

 

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
11
Wed
2018
Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner Apr 10 @ 2pm & Apr 11 @ 2pm
Apr 11 @

We are excited to announce that Senior Financial Security, Inc. and Bucket List Wealth, LLC, have partnered with David Bach, best-selling author of “Smart Couples Finish Rich” to bring you this special seminar! Whether a newlywed, a couple planning for retirement or already retired, this timeless classic provides couples with easy-to-use tools that cover everything from credit card management to detailed investment advice to long term care. Together you’ll learn why couples who plan their finances together, stay together!

Each attendee will receive a complimentary copy of David Bach’s latest version of “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner.”

This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

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

 
BBB Accredited Business
National Ethics Bureau Approved

*PLEASE NOTE THE DIFFERENT LOCATION FOR THESE SEMINARS*

 

LOCATION

Pinellas Plaza Library at
The Villages Sumter County Service Center
Conference Room 102
7375 Powell Road
Wildwood, FL 34785


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.

Error: Contact form not found.

 

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
24
Tue
2018
Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
Jul 24 @

I Want Your I.R.A.!

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 Trump’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 27 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 70 1/2 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.
  • Having you been told bonds are “conservative”?  Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harms 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 and we will never call you for an appointment. No meal is served so that you may leave at your convenience.
 
Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
 
BBB Accredited Business
National Ethics Bureau Approved

LOCATION

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

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

PS: The last workshop was full. It could change your life!
(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.

 

 

Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

Aug
16
Thu
2018
Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
Aug 16 @

I Want Your I.R.A.!

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 Trump’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 27 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 70 1/2 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 coming “Trump Bump” 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 and we will never call you for an appointment. No meal is served so that you may leave at your convenience.

Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
 
BBB Accredited Business
National Ethics Bureau Approved

LOCATION

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

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

PS: The last workshop was full. It could change your life!
(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.

Error: Contact form not found.

Aug
17
Fri
2018
Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
Aug 17 @

I Want Your I.R.A.!

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 Trump’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 27 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 70 1/2 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 coming “Trump Bump” 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 and we will never call you for an appointment. No meal is served so that you may leave at your convenience.

Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
 
BBB Accredited Business
National Ethics Bureau Approved

LOCATION

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

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

PS: The last workshop was full. It could change your life!
(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.

Error: Contact form not found.

Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
Aug 17 @

I Want Your I.R.A.!

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 Trump’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 27 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 70 1/2 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 coming “Trump Bump” 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 and we will never call you for an appointment. No meal is served so that you may leave at your convenience.

Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
 
BBB Accredited Business
National Ethics Bureau Approved

LOCATION

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

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

PS: The last workshop was full. It could change your life!
(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.

Error: Contact form not found.

Oct
2
Tue
2018
Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
Oct 2 @

I Want Your I.R.A.!

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 Trump’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 27 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 70 1/2 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 coming “Trump Bump” 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 and we will never call you for an appointment. No meal is served so that you may leave at your convenience.

Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.

LOCATION

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

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

PS: The last workshop was full. It could change your life!
(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.

Error: Contact form not found.

Nov
1
Thu
2018
Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
Nov 1 @

I Want Your I.R.A.!

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 Trump’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 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, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean 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!
  • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
  • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 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.
  • Are you concerned about the upcoming Bond Bear Market and its effect on your retirement? Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
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. Please respond immediately to guarantee a seat.
 
BBB Accredited Business
National Ethics Bureau Approved

LOCATION

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

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

PS: The last workshop was full. It could change your life!
(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.

Error: Contact form not found.


 

Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

Nov
2
Fri
2018
Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
Nov 2 @

I Want Your I.R.A.!

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 Trump’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 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, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean 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!
  • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
  • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 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.
  • Are you concerned about the upcoming Bond Bear Market and its effect on your retirement? Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
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. Please respond immediately to guarantee a seat.
 
BBB Accredited Business
National Ethics Bureau Approved

LOCATION

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

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

PS: The last workshop was full. It could change your life!
(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.

Error: Contact form not found.


 

Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

Jan
30
Wed
2019
You are invited to our “Sips and Scrubs” Event @ Santa Fe Professional Building
Jan 30 @

 

Senior Financial Security, Inc. invites you to our first “SIPS AND SCRUBS” event

 
Come sit back, relax, and sip on wine while we educate you on essential oils.

What’s all the buzz about essential oils?
How can you use them to support health and wellness?

Can oils help with sleep, mood, and immune support? 

 

As always, this event is FREE and you do not have to be a client to attend.

 

Space is limited so RSVP quickly!

Hosted by Jean Dorrell and Senior Financial Security, Inc. 

 
BBB Accredited Business
National Ethics Bureau Approved

LOCATION

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

Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

 

Reserve Your Seat Today!

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

    Name*

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    Feb
    25
    Mon
    2019
    You are invited to our “CBD Oil” Event! @ Santa Fe Professional Building
    Feb 25 @
     


    Hosted by Jean Dorrell and Senior Financial Security, Inc. 

     
    Cannabidiol (also known as CBD or Cannabis) Oil has become the hot new product in states that have legalized medical marijuana, Florida being one of those states. 
     
    The marijuana extract is being credited with helping treat a host of medical problems – everything from epileptic seizures to anxiety to inflammation to sleeplessness.
     
    Come join us to learn about CBD Oil and its many benefits from an expert! 
     
    As always, this event is FREE and you do not have to be a client to attend.

     

    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

    Seating is limited.
    To make your reservations, call 352-307-8652 (24 Hours)
    OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

     

    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*

      Number Attending*

      Comments/Questions:

      *Required Field

      Mar
      20
      Wed
      2019
      Smart Women Finish Rich @ Santa Fe Professional Building
      Mar 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 Congress’ plans for our country. If you are like many American women, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, a Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for over 28 years. Jean 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 or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, 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!
        • Required Minimum Distributions planning and how to legally eliminate RMDs at 70-1/2 and beyond! Come see our RMD Eliminator strategy.
        • Do you own an IRA and a Living Trust? Jean reviews the IRS Publication and addresses the risks inherent with this flawed and over-used strategy. Living Trust, Living Hell, the scam of the decade. 
        • Are you concerned with the distribution of your “digital” assets after death? You should be! Come hear our digital “wiz” discuss state & federal laws that prevent you from accessing loved one’s information, along with solutions to protect your digital assets.

      This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served  so that you may leave at your convenience.

      First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.


      Seating is limited. 
      To make reservations, call 352-307-8652 (24 hours).
      OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


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

       

       

      LOCATION

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

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

      PS: The last workshop was full. It could change your life!
      (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.

      Error: Contact form not found.

      May
      7
      Tue
      2019
      Smart Women Finish Rich @ Santa Fe Professional Building
      May 7 @

      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 Congress’ plans for our country. If you are like many American women, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, a Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for over 28 years. Jean 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 or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, 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!
        • Required Minimum Distributions planning and how to legally eliminate RMDs at 70-1/2 and beyond! Come see our RMD Eliminator strategy.
        • Do you own an IRA and a Living Trust? Jean reviews the IRS Publication and addresses the risks inherent with this flawed and over-used strategy. Living Trust, Living Hell, the scam of the decade. 
        • Are you concerned with the distribution of your “digital” assets after death? You should be! Come hear our digital “wiz” discuss state & federal laws that prevent you from accessing loved one’s information, along with solutions to protect your digital assets.

      This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served  so that you may leave at your convenience.

      First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.


      Seating is limited. 
      To make reservations, call 352-307-8652 (24 hours).
      OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


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

       

       

      LOCATION

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

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

      PS: The last workshop was full. It could change your life!
      (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.

      Error: Contact form not found.

      May
      8
      Wed
      2019
      Smart Women Finish Rich @ Santa Fe Professional Building
      May 8 @

      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 Congress’ plans for our country. If you are like many American women, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, a Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for over 28 years. Jean 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 or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, 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!
        • Required Minimum Distributions planning and how to legally eliminate RMDs at 70-1/2 and beyond! Come see our RMD Eliminator strategy.
        • Do you own an IRA and a Living Trust? Jean reviews the IRS Publication and addresses the risks inherent with this flawed and over-used strategy. Living Trust, Living Hell, the scam of the decade. 
        • Are you concerned with the distribution of your “digital” assets after death? You should be! Come hear our digital “wiz” discuss state & federal laws that prevent you from accessing loved one’s information, along with solutions to protect your digital assets.

      This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served  so that you may leave at your convenience.

      First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.


      Seating is limited. 
      To make reservations, call 352-307-8652 (24 hours).
      OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


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

       

       

      LOCATION

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

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

      PS: The last workshop was full. It could change your life!
      (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.

      Error: Contact form not found.

      Sep
      24
      Tue
      2019
      The Tax Train is coming. Trade wars, currency manipulation, interest rates reversing! @ Santa Fe Professional Building
      Sep 24 @

      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 Trump’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 speakers include Jean A. Dorrell, Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a seven year Villages resident and has served her clientele here over 28 years. Jean 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 RMD’s at 70-1/2 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.
        • Tariffs and Taxation – Do you know the effects of these on your retirement portfolio? On your annuities? Stocks? Bonds? Knowledge is Power!
      This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served  so that you may leave at your convenience.


      Seating is limited. 
      To make reservations, call 352-307-8652 (24 hours).
      OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


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

       

       

      LOCATION

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

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

      PS: The last workshop was full. It could change your life!
      (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.

      Error: Contact form not found.

      Sep
      25
      Wed
      2019
      The Tax Train is coming. Trade wars, currency manipulation, interest rates reversing! @ Santa Fe Professional Building
      Sep 25 @

      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 Trump’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 speakers include Jean A. Dorrell, Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a seven year Villages resident and has served her clientele here over 28 years. Jean 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 RMD’s at 70-1/2 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.
        • Tariffs and Taxation – Do you know the effects of these on your retirement portfolio? On your annuities? Stocks? Bonds? Knowledge is Power!
      This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served  so that you may leave at your convenience.


      Seating is limited. 
      To make reservations, call 352-307-8652 (24 hours).
      OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


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

       

       

      LOCATION

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

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

      PS: The last workshop was full. It could change your life!
      (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.

      Error: Contact form not found.

      Oct
      28
      Mon
      2019
      2019 Annual Halloween Party with Senior Financial Security, Inc. @ American Legion
      Oct 28 @ –

      Are you ready for some spooktacular fun?
      Jean Dorrell is hosting everyone!
 

      Come enjoy food, drinks, and dancing on Halloween night
      With a costume contest and prizes for even more delight!

      You’re invited to come party with the Senior Financial crew!
      It’s our way of saying thanks for all that you do!

      Time: 5:00-7:00pm
      Location: American Legion
      699 W Lady Lake Blvd.
      Lady Lake, FL 32159

      Please RSVP by Monday, October 21st
      Call 352-307-8652 or email Jessica@senfinancial.com 

      Save time and RSVP online!

        Name*

        Email*

        Address*

        City*

        State*

        Zip Code*

        Phone Number*

        Number Attending*

        Comments/Questions:

        *Required Field


         

        Nov
        4
        Mon
        2019
        Senior Financial Security, Inc. Nutritional Snack & Learn @ Santa Fe Professional Building
        Nov 4 @

        Hosted by Jean Dorrell and Senior Financial Security, Inc. 
         
        Are you tired of low energy, aches and pains, illness and medications?!?!
         
        Do you know the power of plants and that we should all be eating a minimum of 7-13 fruits and vegetables in raw form every day?
         
        What if there was a way you could conveniently get more fruits and vegetables in your diet … would you want to learn more?
         
        Join us November 4th to sample products and learn more about how nutrition plays a key role in how our bodies function and perform.
         

        As always, this event is FREE and you do not have to be a client to attend.

        Call 352-307-8652 or email Jessica@senfinancial.com 

        Error: Contact form not found.

         

        Dec
        6
        Fri
        2019
        Senior Financial Security, Inc. Avoid Probate @ Santa Fe Professional Building
        Dec 6 @

        How to bypass probate without expensive legal documents: A DIY fool-proof way to save money, prevent probate and cut out attorneys!!

        Works on real estate, too!

        Hosted by Jean Dorrell and Senior Financial Security, Inc. 

        Join us December 6th to enjoy lunch and learn more about how to save yourself time, money and stress!

        As always, this event is FREE and you do not have to be a client to attend.

        Call 352-307-8652 or email Jessica@senfinancial.com 

        Error: Contact form not found.

        (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.

         

        Mar
        12
        Thu
        2020
        How to Save $ On Your Medicare Supplement Insurance Premium @ Santa Fe Professional Building
        Mar 12 @

        QUICK & TO THE POINT: Reserve your spot on March 12 or 13, if you’re interested in saving money on your Medicare Supplemental Insurance policy! Just 30 minutes may save you thousands of dollars each year! Call Senior Financial Security, Inc. at 352-307-8652 or click the link below to reserve your spot!
         
        A BIT OF BACKGROUND: During our years of working as retirement planners, we’ve found the two most important things a retiree worries about are: 1) outliving their money (which is why we focus on crafting durable income plans for our clients) and 2) their health insurance-they want to make sure they are covered for a catastrophic health event. They don’t want to exhaust their savings to pay for such things as bypass surgery, chemotherapy treatments, kidney disease and dialysis, or you name it. It’s understandable because any of these things can wipe out a retirement account. 
         
        When it comes to health insurance, most people are not covered by a group or government insurance plan like Tri-Care, so they have really only two options:  
         
        1) MEDICARE ADVANTAGE:You apply for this coverage between October 7 and December 7. This insurance has very low premiums and, in some cases, no premium at all. We are not big fans of this type of coverage. Why? Because you get what you pay for; you are restricted to a network of doctors and a network of hospitals like an HMO. If your doctor or hospital isn’t on the list, too bad. You’re going to also have an out of pocket expense of up to $5,000 per year and potentially a lot of co-payments (which is one reason why they have low premiums).
         
        2) MEDICARE SUPPLEMENTS:You can apply for this insurance any time of the year. This is private insurance with a reasonable premium, of which the insurance company pays the total bill, for all Part A and Part B Medicare expenses that are approved by Medicare. The most common Medigap plans are F, G, and N, and the beauty is that with these plans you can choose any doctor in the country, any surgeon, any hospital, any urgent care. Plus, if you own plan F, you will pay your premium between $125-$300 per month, and that’s it. Even if your bill is $100,000 between the hospital and doctor, plan F covers the total bill; not a penny out of your pocket except for your monthly premiums.
        If you are age 65+ and you want to make sure that you have adequate health insurance coverage while paying the lowest premiums possible, then make sure you schedule a Medicare Supplemental review with our team on March 12 or 13. It’s only 30 minutes of your time to potentially save thousands of dollars for years to come! It’s a no brainer! There’s not a retiree in America that wouldn’t jump on an offer to save up to $2,000 per year on their Medicare supplemental policy in exchange for just 30 minutes of their time. 
         

         

        HOW WE DO IT: The reason we can help you pay the lowest premium for your Medicare supplemental policy is…Technology. We have a unique quoting tool that we are going to demonstrate on March 12 and 13 which will show you how much you can save for the same coverage. We plug in your age, gender, zip code, smoker/non-smoker, marital status, etc. and, in a few seconds, we will find the lowest premium available for plans F, G, or N. Remember, the only thing that matters when you buy a Medicare supplement policy is the premium. We all have been there. It’s like shopping for a new car. You can visit a bunch of Toyota dealerships, all with the same exact car, but all that matters is the price! Why pay more for the exact same coverage? The coverage from insurance companies like Cigna, United Healthcare, Mutual of Omaha, etc., is all the same-all that matters is your monthly premium and we want to help you find the lowest premium possible for excellent coverage.

        WHAT’S THE CATCH?: Unlike Medicare Advantage, there is no enrollment period, but you do have to qualify medically, so if you’ve had a heart attack, stroke, cancer, kidney disease, or any major illness in the past 24 months then you will not be able to switch. If it’s been over 2 years then you will likely qualify. Normally, out of every 10 applications we submit, over 80% are approved. Plus, it only takes about 15 minutes to complete an application and costs you nothing to see if you are approved by a lower cost insurance plan. Once you are approved, you can start paying less than you are now-pocket the difference or use it for something more fun than paying insurance premiums!

         
        This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.
         
        Seating is limited. 
        To make reservations, call 352-307-8652 (24 hours).
        OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


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

         

        LOCATION

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

        Seating is limited.
        To make your reservations, call 352-307-8652 (24 Hours)
        OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!
        PS: The last workshop was full. It could change your life!
        (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.

        Error: Contact form not found.