Events

Jun
4
Wed
2014
The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
Jun 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, 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.

5 Strategies To Protect Your Financial Security

  • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets in 2014 with just $12,150 in annual income!
  • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
  • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
  • How to wake up in 20 years and still have money!
  • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.

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

     

    Jul
    3
    Thu
    2014
    The US Treasury Has A Plan for Your IRA…Do You? Seminar & Meet The Staff Seminar Event @ Santa Fe Professional Building
    Jul 3 @
    I Want Your I.R.A.!This informational workshop is for existing clients, their friends or previous seminar attendees. It will cover 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, 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. We also invite you to our Meet the Staff party afterwards where scrumptious food and drink will be plentiful.

    This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs.

    5 Strategies To Protect Your Financial Security

    • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets in 2014 with just $12,150 in annual income!
    • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
    • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
    • How to wake up in 20 years and still have money!
    • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.

    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

       

      Sep
      9
      Tue
      2014
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      Sep 9 @
      I Want Your I.R.A.!This informational workshop is for existing clients, their friends or previous seminar attendees. It will cover 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, 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. We also invite you to our Meet the Staff party afterwards where scrumptious food and drink will be plentiful.

      This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs.

      5 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets in 2014 with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • How to wake up in 20 years and still have money!
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.

      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

         

        Sep
        10
        Wed
        2014
        The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
        Sep 10 @
        I Want Your I.R.A.!This informational workshop is for existing clients, their friends or previous seminar attendees. It will cover 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, 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. We also invite you to our Meet the Staff party afterwards where scrumptious food and drink will be plentiful.

        This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs.

        5 Strategies To Protect Your Financial Security

        • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets in 2014 with just $12,150 in annual income!
        • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
        • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
        • How to wake up in 20 years and still have money!
        • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.

        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

           

          Sep
          30
          Tue
          2014
          The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
          Sep 30 @
          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, 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.

          5 Strategies To Protect Your Financial Security

          • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets in 2014 with just $12,150 in annual income!
          • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
          • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
          • How to wake up in 20 years and still have money!
          • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.

          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

             

            Oct
            2
            Thu
            2014
            The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
            Oct 2 @
            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, 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.

            5 Strategies To Protect Your Financial Security

            • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets in 2014 with just $12,150 in annual income!
            • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
            • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
            • How to wake up in 20 years and still have money!
            • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.

            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

               

              Oct
              14
              Tue
              2014
              The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
              Oct 14 @
              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 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.

              6 Strategies To Protect Your Financial Security

              • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
              • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
              • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
              • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
              • Itemize on your income taxes? This little known loophole can save you thousands of dollars!
              • How to wake up in 20 years and still have money!

              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

                 

                Oct
                15
                Wed
                2014
                The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
                Oct 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 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.

                6 Strategies To Protect Your Financial Security

                • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
                • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
                • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
                • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
                • Itemize on your income taxes? This little known loophole can save you thousands of dollars!
                • How to wake up in 20 years and still have money!

                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

                   

                  Oct
                  29
                  Wed
                  2014
                  The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
                  Oct 29 @
                  I Want Your I.R.A.!

                  UPDATED & NEW INFORMATION!
                  This workshop will analyze a real tax return to show you what your existing accountant and CPA are missing!

                  ***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.

                  6 Strategies To Protect Your Financial Security

                  • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
                  • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
                  • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
                  • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2014 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
                  • Itemize on your income taxes? This little known loophole can save you thousands of dollars!
                  • How to wake up in 20 years and still have money!

                  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

                     

                    Jan
                    20
                    Tue
                    2015
                    The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
                    Jan 20 @

                    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

                       

                      Jan
                      21
                      Wed
                      2015
                      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
                      Jan 21 @

                      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
                        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

                                   

                                  Apr
                                  21
                                  Tue
                                  2015
                                  The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
                                  Apr 21 @
                                  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


                                     

                                    May
                                    5
                                    Tue
                                    2015
                                    The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
                                    May 5 @
                                    I Want Your I.R.A.!
                                    ***This informational workshop is for existing clients, their friends, 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


                                       

                                      May
                                      6
                                      Wed
                                      2015
                                      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
                                      May 6 @
                                      I Want Your I.R.A.!
                                      ***This informational workshop is for existing clients, their friends, 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


                                         

                                        May
                                        27
                                        Wed
                                        2015
                                        The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
                                        May 27 @
                                        I Want Your I.R.A.!
                                        ***This informational workshop is for existing clients, their friends, 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