Events

May
9
Tue
2023
Retiring in Biden’s America May 9th – 2PM @ The Brownwood Hotel & Spa, The Silas Room
May 9 @

Is Our Economy Really Strong?

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!

  • What are the weaknesses that can make your retirement hit a brick wall?
  • What is your advisor doing about these?
  • Do you have Portfolio Income Insurance? Come learn the benefits of having this crucial piece of your retirement plan.
  • 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.
  • Will your OLD ANNUITY SURVIVE this recession? The biggest players in the financial world expect a recession in 2023. How will this impact annuities?

Come hear the 7 Biggest Mistakes advisors are making with their clients. How many of these are happening to you? Come see why we think ALL 7 are happening to Retirees now and what you can do to PREVENT IT!

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.

May
10
Wed
2023
Retiring in Biden’s America May 10th – 2PM @ The Brownwood Hotel & Spa, The Silas Room
May 10 @

Is Our Economy Really Strong?

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!

  • What are the weaknesses that can make your retirement hit a brick wall?
  • What is your advisor doing about these?
  • Do you have Portfolio Income Insurance? Come learn the benefits of having this crucial piece of your retirement plan.
  • 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.
  • Will your OLD ANNUITY SURVIVE this recession? The biggest players in the financial world expect a recession in 2023. How will this impact annuities?

Come hear the 7 Biggest Mistakes advisors are making with their clients. How many of these are happening to you? Come see why we think ALL 7 are happening to Retirees now and what you can do to PREVENT IT!

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.

Aug
15
Tue
2023
Treasuries, Trusts & Toasts August 15th – 12PM @ Senior Financial Security, Inc.
Aug 15 @

Treasuries, Trusts & Toasts 

Come learn more on these hot topics, as well as current rates, the state of the nation, and more while you enjoy lunch and wine on us!

 

 

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 & Wine

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!

 
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
10
Tue
2023
Retiring in Biden’s America October 10th – 2:30PM @ Eisenhower Regional Rec Center
Oct 10 @

Is Our Economy Really Strong?

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!

  • What are the weaknesses that can make your retirement hit a brick wall?
  • What is your advisor doing about these?
  • Do you have Portfolio Income Insurance? Come learn the benefits of having this crucial piece of your retirement plan.
  • 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.
  • Will your OLD ANNUITY SURVIVE this recession? The biggest players in the financial world expect a recession in 2023. How will this impact annuities?

Come hear the 7 Biggest Mistakes advisors are making with their clients. How many of these are happening to you? Come see why we think ALL 7 are happening to Retirees now and what you can do to PREVENT IT!

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
Eisenhower Regional Rec Center
3560 Buena Vista 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!
 
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
11
Wed
2023
Retiring in Biden’s America October 11th – 2PM @ The Brownwood Hotel & Spa, The Silas Room
Oct 11 @

Is Our Economy Really Strong?

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!

  • What are the weaknesses that can make your retirement hit a brick wall?
  • What is your advisor doing about these?
  • Do you have Portfolio Income Insurance? Come learn the benefits of having this crucial piece of your retirement plan.
  • 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.
  • Will your OLD ANNUITY SURVIVE this recession? The biggest players in the financial world expect a recession in 2023. How will this impact annuities?

Come hear the 7 Biggest Mistakes advisors are making with their clients. How many of these are happening to you? Come see why we think ALL 7 are happening to Retirees now and what you can do to PREVENT IT!

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.

Oct
31
Tue
2023
2023 Annual Halloween Party with Senior Financial Security, Inc. @ Colony Cottage Rec Center
Oct 31 @ –

We are excited and sorry to say that this event has been filled to capacity and we can no longer accept any more registrations.

Have a great and safe Halloween 🙂

 

Time: 6:00-8:00pm
Location: Colony Cottage Rec Center
510 Colony Blvd
The Villages, FL 32162

 

Nov
7
Tue
2023
Retiring in Biden’s America November 7th – 2PM @ The Brownwood Hotel & Spa, The Silas Room
Nov 7 @

Is Our Economy Really Strong?

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!

  • What are the weaknesses that can make your retirement hit a brick wall?
  • What is your advisor doing about these?
  • Do you have Portfolio Income Insurance? Come learn the benefits of having this crucial piece of your retirement plan.
  • 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.
  • Will your OLD ANNUITY SURVIVE this recession? The biggest players in the financial world expect a recession in 2023. How will this impact annuities?

Come hear the 6 Biggest Mistakes advisors are making with their clients. How many of these are happening to you? Come see why we think ALL 6 are happening to Retirees now and what you can do to PREVENT IT!

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.

Nov
8
Wed
2023
Retiring in Biden’s America November 8th – 2PM @ The Brownwood Hotel & Spa, The Silas Room
Nov 8 @

Is Our Economy Really Strong?

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!

  • What are the weaknesses that can make your retirement hit a brick wall?
  • What is your advisor doing about these?
  • Do you have Portfolio Income Insurance? Come learn the benefits of having this crucial piece of your retirement plan.
  • 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.
  • Will your OLD ANNUITY SURVIVE this recession? The biggest players in the financial world expect a recession in 2023. How will this impact annuities?

Come hear the 6 Biggest Mistakes advisors are making with their clients. How many of these are happening to you? Come see why we think ALL 6 are happening to Retirees now and what you can do to PREVENT IT!

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.