Events

Sep
15
Fri
2017
There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Sept 15th @ 10am @ Santa Fe Professional Building
Sep 15 @

I Want Your I.R.A.!

We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a 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, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent of your IRAs.

This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a must if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles!

  • Own Mutual Funds? The myths and tricks Wall Street doesn’t want you to find out!
  • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this, our Certified Estate Planner can help you make sense of these complicated rules.
  • How is your life savings positioned for the upcoming Melt-Up?
  • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
  • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

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.

Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

BBB Accredited Business

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

National Ethics Bureau Approved
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.

    Name*

    Email*

    Address*

    City*

    State*

    Zip Code*

    Phone Number*

    Seminar of Interest*

    Number Attending*

    Comments/Questions:

    How did you hear about our seminar? (Optional)

    *Required Field

    There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Sept 15th @ 2pm @ Santa Fe Professional Building
    Sep 15 @

    I Want Your I.R.A.!

    We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a 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, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent of your IRAs.

    This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a must if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles!

    • Own Mutual Funds? The myths and tricks Wall Street doesn’t want you to find out!
    • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this, our Certified Estate Planner can help you make sense of these complicated rules.
    • How is your life savings positioned for the upcoming Melt-Up?
    • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
    • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the new laws just passed allowing you to not take MRDs ever again!

    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. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

    BBB Accredited Business

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

    National Ethics Bureau Approved
    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.

      Name*

      Email*

      Address*

      City*

      State*

      Zip Code*

      Phone Number*

      Seminar of Interest*

      Number Attending*

      Comments/Questions:

      How did you hear about our seminar? (Optional)

      *Required Field

      Oct
      3
      Tue
      2017
      There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Oct 3 & 4 @ 2pm @ Santa Fe Professional Building
      Oct 3 @

      I Want Your I.R.A.!

      We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a 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, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent of your IRAs.

      This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a must if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles!

      • Own Mutual Funds? The myths and tricks Wall Street doesn’t want you to find out!
      • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this, our Certified Estate Planner can help you make sense of these complicated rules.
      • How is your life savings positioned for the upcoming Melt-Up?
      • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
      • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the laws passed allowing you to not take MRDs ever again!

      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.

      Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

      BBB Accredited Business

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

      National Ethics Bureau Approved
      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.

        Name*

        Email*

        Address*

        City*

        State*

        Zip Code*

        Phone Number*

        Seminar of Interest*

        Number Attending*

        Comments/Questions:

        How did you hear about our seminar? (Optional)

        *Required Field

        Oct
        4
        Wed
        2017
        There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Oct 3 & 4 @ 2pm @ Santa Fe Professional Building
        Oct 4 @

        I Want Your I.R.A.!

        We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a 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, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent of your IRAs.

        This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a must if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles!

        • Own Mutual Funds? The myths and tricks Wall Street doesn’t want you to find out!
        • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this, our Certified Estate Planner can help you make sense of these complicated rules.
        • How is your life savings positioned for the upcoming Melt-Up?
        • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
        • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the laws passed allowing you to not take MRDs ever again!

        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.

        Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

        BBB Accredited Business

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

        National Ethics Bureau Approved
        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.

          Name*

          Email*

          Address*

          City*

          State*

          Zip Code*

          Phone Number*

          Seminar of Interest*

          Number Attending*

          Comments/Questions:

          How did you hear about our seminar? (Optional)

          *Required Field

          Oct
          18
          Wed
          2017
          There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Wednesday Oct 18 @ 2pm @ Santa Fe Professional Building
          Oct 18 @

          I Want Your I.R.A.!

          We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a 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, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent of your IRAs.

          This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a must if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles!

          • Own Bonds or Mutual Funds? The myths and tricks Wall Street doesn’t want you to find out!
          • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this, our Certified Estate Planner can help you make sense of these complicated rules.
          • How is your life savings positioned for the upcoming Melt-Up?
          • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
          • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the laws passed allowing you to not take MRDs ever again!

          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. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

          BBB Accredited Business

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

          National Ethics Bureau Approved
          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.

            Name*

            Email*

            Address*

            City*

            State*

            Zip Code*

            Phone Number*

            Seminar of Interest*

            Number Attending*

            Comments/Questions:

            How did you hear about our seminar? (Optional)

            *Required Field

            Oct
            25
            Wed
            2017
            2017 Annual Halloween Party with Senior Financial Security, Inc. @ American Legion
            Oct 25 @ –


            Calling all witches, goblins, and ghosts,
            Jean Dorrell will be your host!

            It will be a wicked night of Halloween fun,
            With dinner, dancing, and treats for everyone!

            Be sure not to miss the costume contest and brew.
            It’s our way of saying thanks for all that you do!

            Date: Wednesday, October 25, 2017
            Time: 5:00-7:00pm
            Location: American Legion
            699 W Lady Lake Blvd.
            Lady Lake, FL 32159
            5:00-7:00PM

            ***This is one of our most popular events, so RSVP quickly to reserve your spot!***

            Save time and RSVP online!

            Error: Contact form not found.

             

            Oct
            26
            Thu
            2017
            There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Thursday Oct 26 @ 10am @ Santa Fe Professional Building
            Oct 26 @

            I Want Your I.R.A.!

            We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a 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, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean is a four year Villages resident and has lived in Florida for 32 years, serving clientele in The Villages for 26 years. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent of your IRAs.

            This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a must if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles!

            • Own Bonds or Mutual Funds? The myths and tricks Wall Street doesn’t want you to find out!
            • Do you have an IRA and a Living Trust? IRS publication 590 addresses the risks inherent with this, our Certified Estate Planner can help you make sense of these complicated rules.
            • How is your life savings positioned for the upcoming Melt-Up?
            • Own IRAs and want to learn how to get tax free growth and income, and pass this tax bomb tax free to your families? No, it isn’t a Roth IRA. And you won’t hear about this anywhere else!
            • Have an IRA you don’t want to take Minimum Required Distributions on? Learn the laws passed allowing you to not take MRDs ever again!

            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. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

            BBB Accredited Business

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

            National Ethics Bureau Approved
            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.

              Name*

              Email*

              Address*

              City*

              State*

              Zip Code*

              Phone Number*

              Seminar of Interest*

              Number Attending*

              Comments/Questions:

              How did you hear about our seminar? (Optional)

              *Required Field

              Nov
              1
              Wed
              2017
              Retiring in Trump’s America: A Different Approach to Securing Your Financial Future – Nov 1 & 2 @ 2pm @ 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.
              • 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 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. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

              BBB Accredited Business

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

              National Ethics Bureau Approved
              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.

                Name*

                Email*

                Address*

                City*

                State*

                Zip Code*

                Phone Number*

                Seminar of Interest*

                Number Attending*

                Comments/Questions:

                How did you hear about our seminar? (Optional)

                *Required Field

                Nov
                2
                Thu
                2017
                Retiring in Trump’s America: A Different Approach to Securing Your Financial Future – Nov 1 & 2 @ 2pm @ 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.
                • 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 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. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

                BBB Accredited Business

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

                National Ethics Bureau Approved
                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.

                  Name*

                  Email*

                  Address*

                  City*

                  State*

                  Zip Code*

                  Phone Number*

                  Seminar of Interest*

                  Number Attending*

                  Comments/Questions:

                  How did you hear about our seminar? (Optional)

                  *Required Field

                  Dec
                  5
                  Tue
                  2017
                  Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                  Dec 5 @
                  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.
                  • 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 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. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

                  BBB Accredited Business

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

                  National Ethics Bureau Approved
                  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.

                    Name*

                    Email*

                    Address*

                    City*

                    State*

                    Zip Code*

                    Phone Number*

                    Seminar of Interest*

                    Number Attending*

                    Comments/Questions:

                    How did you hear about our seminar? (Optional)

                    *Required Field

                    Dec
                    6
                    Wed
                    2017
                    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                    Dec 6 @
                    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.
                    • 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 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. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

                    BBB Accredited Business

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

                    National Ethics Bureau Approved
                    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.

                      Name*

                      Email*

                      Address*

                      City*

                      State*

                      Zip Code*

                      Phone Number*

                      Seminar of Interest*

                      Number Attending*

                      Comments/Questions:

                      How did you hear about our seminar? (Optional)

                      *Required Field

                      Jan
                      30
                      Tue
                      2018
                      Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Pinellas Plaza Library at The Villages Sumter County Service Center - Conference Room 102
                      Jan 30 @
                      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.
                      • 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 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.

                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      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.

                        Name*

                        Email*

                        Address*

                        City*

                        State*

                        Zip Code*

                        Phone Number*

                        Seminar of Interest*

                        Number Attending*

                        Comments/Questions:

                        How did you hear about our seminar? (Optional)

                        *Required Field

                        Jan
                        31
                        Wed
                        2018
                        Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Pinellas Plaza Library at The Villages Sumter County Service Center - Conference Room 102
                        Jan 31 @

                        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.
                        • 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 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.

                        LOCATION

                        BBB Accredited Business
                        National Ethics Bureau Approved
                        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.

                          Name*

                          Email*

                          Address*

                          City*

                          State*

                          Zip Code*

                          Phone Number*

                          Seminar of Interest*

                          Number Attending*

                          Comments/Questions:

                          How did you hear about our seminar? (Optional)

                          *Required Field

                          Feb
                          13
                          Tue
                          2018
                          Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                          Feb 13 @

                          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.
                          • 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 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.

                            Name*

                            Email*

                            Address*

                            City*

                            State*

                            Zip Code*

                            Phone Number*

                            Seminar of Interest*

                            Number Attending*

                            Comments/Questions:

                            How did you hear about our seminar? (Optional)

                            *Required Field

                            Feb
                            14
                            Wed
                            2018
                            Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                            Feb 14 @

                            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.
                            • 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 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.

                              Name*

                              Email*

                              Address*

                              City*

                              State*

                              Zip Code*

                              Phone Number*

                              Seminar of Interest*

                              Number Attending*

                              Comments/Questions:

                              How did you hear about our seminar? (Optional)

                              *Required Field

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

                                Name*

                                Email*

                                Address*

                                City*

                                State*

                                Zip Code*

                                Phone Number*

                                Seminar of Interest*

                                Number Attending*

                                Comments/Questions:

                                How did you hear about our seminar? (Optional)

                                *Required Field

                                 

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

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

                                  Name*

                                  Email*

                                  Address*

                                  City*

                                  State*

                                  Zip Code*

                                  Phone Number*

                                  Seminar of Interest*

                                  Number Attending*

                                  Comments/Questions:

                                  How did you hear about our seminar? (Optional)

                                  *Required Field

                                   

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

                                  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.

                                    Name*

                                    Email*

                                    Address*

                                    City*

                                    State*

                                    Zip Code*

                                    Phone Number*

                                    Seminar of Interest*

                                    Number Attending*

                                    Comments/Questions:

                                    How did you hear about our seminar? (Optional)

                                    *Required Field

                                     

                                    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.

                                      Name*

                                      Email*

                                      Address*

                                      City*

                                      State*

                                      Zip Code*

                                      Phone Number*

                                      Seminar of Interest*

                                      Number Attending*

                                      Comments/Questions:

                                      How did you hear about our seminar? (Optional)

                                      *Required Field

                                       

                                      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