Events

Feb
3
Tue
2015
The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
Feb 3 @

I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
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 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.

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 BusinessNational Ethics Bureau ApprovedSeating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOPS ALWAYS FILL 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.

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:

    *Required Field

     

    Feb
    4
    Wed
    2015
    The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
    Feb 4 @

    I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
    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 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.

    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 BusinessNational Ethics Bureau ApprovedSeating is limited.
    To make your reservations, call 352-307-8652 (24 Hours)
    OUR WORKSHOPS ALWAYS FILL 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.

    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:

      *Required Field

       

      Feb
      17
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      Feb 17 @

      I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
      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 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.

      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 BusinessNational Ethics Bureau ApprovedSeating is limited.
      To make your reservations, call 352-307-8652 (24 Hours)
      OUR WORKSHOPS ALWAYS FILL 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.

      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:

        *Required Field

         

        Feb
        18
        Wed
        2015
        The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
        Feb 18 @

        I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
        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 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.

        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 BusinessNational Ethics Bureau ApprovedSeating is limited.
        To make your reservations, call 352-307-8652 (24 Hours)
        OUR WORKSHOPS ALWAYS FILL 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.

        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:

          *Required Field

           

          Mar
          24
          Tue
          2015
          The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
          Mar 24 @
          I Want Your I.R.A.!
          ***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***

          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 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.

          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 BusinessNational Ethics Bureau ApprovedSeating is limited.
          To make your reservations, call 352-307-8652 (24 Hours)
          OUR WORKSHOPS ALWAYS FILL 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.

          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:

            *Required Field