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July 2017 – November 2021 Jul 2017 – Nov 2021
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Jul
12
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? July 11th & 12th @ Santa Fe Professional Building
Tickets
Jul 12 @

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

    Read more
    Categories: Seminars Special Event
    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
    Tickets
    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

      Read more
      Categories: Seminars Special Event
      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
      Tickets
      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

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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

          Read more
          Categories: Seminars Special Event
          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
          Tickets
          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

            Read more
            Categories: Seminars Special Event
            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
            Tickets
            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

              Read more
              Categories: Seminars Special Event
              Oct
              25
              Wed
              2017
              2017 Annual Halloween Party with Senior Financial Security, Inc. @ American Legion
              Tickets
              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.

               

              Read more
              Categories: SFS Party Special Event
              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
              Tickets
              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

                Read more
                Categories: Seminars Special Event
                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
                Tickets
                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

                  Read more
                  Categories: Seminars Special Event
                  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
                  Tickets
                  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

                    Read more
                    Categories: Seminars Special Event
                    Dec
                    5
                    Tue
                    2017
                    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                    Tickets
                    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

                      Read more
                      Categories: Seminars Special Event
                      Dec
                      6
                      Wed
                      2017
                      Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
                      Tickets
                      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

                        Read more
                        Categories: Seminars Special Event
                        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
                        Tickets
                        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

                          Read more
                          Categories: Seminars Special Event
                          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
                          Tickets
                          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

                            Read more
                            Categories: Seminars Special Event
                            Oct
                            28
                            Mon
                            2019
                            2019 Annual Halloween Party with Senior Financial Security, Inc. @ American Legion
                            Tickets
                            Oct 28 @ –

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

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

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

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

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

                            Save time and RSVP online!

                              Name*

                              Email*

                              Address*

                              City*

                              State*

                              Zip Code*

                              Phone Number*

                              Number Attending*

                              Comments/Questions:

                              *Required Field


                               

                              Read more
                              Categories: SFS Party Special Event
                              Nov
                              4
                              Mon
                              2019
                              Senior Financial Security, Inc. Nutritional Snack & Learn @ Santa Fe Professional Building
                              Tickets
                              Nov 4 @

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

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

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

                                Name*

                                Email*

                                Address*

                                City*

                                State*

                                Zip Code*

                                Phone Number*

                                Number Attending*

                                Comments/Questions:

                                *Required Field

                                 

                                Read more
                                Categories: SFS Party Special Event
                                Dec
                                6
                                Fri
                                2019
                                Senior Financial Security, Inc. Avoid Probate @ Santa Fe Professional Building
                                Tickets
                                Dec 6 @

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

                                Works on real estate, too!

                                Hosted by Jean Dorrell and Senior Financial Security, Inc. 
                                Join us December 6th to enjoy lunch and learn more about how to save yourself time, money and stress!

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

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

                                  Name*

                                  Email*

                                  Address*

                                  City*

                                  State*

                                  Zip Code*

                                  Phone Number*

                                  Number Attending*

                                  Comments/Questions:

                                  How did you hear about our seminar? (Optional)

                                  *Required Field

                                  (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.

                                   

                                  Read more
                                  Categories: SFS Party Special Event
                                  Jun
                                  23
                                  Wed
                                  2021
                                  New Secure Act Rules from The IRS: What They Are and How to Help Safeguard Your Estate from Taxes June 23rd – 11am @ The Brownwood Hotel & Spa, The Silas Room
                                  Tickets
                                  Jun 23 @

                                  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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

                                  Join us June 23rd to enjoy lunch and learn more about the new interpretations of the Secure Act and how to safeguard your estate from taxes. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

                                  • The IRS surprised the tax planning world with new interpretations of the Secure Act
                                  • Your kids may have to CONTINUE taking RMDs from YOUR IRAs
                                  • See how little known uses of life insurance can help save your family on taxes after death
                                  • Roth IRAs aren’t safe from the Secure Act either, come see why!
                                   
                                  *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                                   
                                   
                                  LOCATION

                                  BBB Accredited Business
                                  National Ethics Bureau Approved
                                  The Brownwood Hotel & Spa, The Silas Room
                                  3003 Brownwood Blvd.
                                  The Villages, FL 32162
                                  Seating is limited.

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

                                   

                                  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.
                                   

                                  Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                                  Read more
                                  Categories: Special Event
                                  Jun
                                  30
                                  Wed
                                  2021
                                  Inflation: What Can You Do About It? June 30th – 11am @ The Brownwood Hotel & Spa - The Silas Room
                                  Tickets
                                  Jun 30 @

                                  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. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

                                  Join us June 30th to enjoy lunch and learn more about what rising interest rates mean to your retirement portfolio and peace of mind. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

                                  • In the past, inflation has eroded 74% of the US Dollar’s buying power.
                                  • Inflation is being talked about on the news almost every night, come see what you can do about it!
                                  • The Fed fights inflation by raising interest rates, see how this can be detrimental to investments such as bonds.
                                   
                                  *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                                   
                                   
                                  LOCATION

                                  BBB Accredited Business
                                  National Ethics Bureau Approved
                                  The Brownwood Hotel & Spa
                                  Silas Room
                                  3003 Brownwood Blvd.
                                  The Villages, FL 32162
                                  Seating is limited.

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

                                   

                                  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.
                                   

                                  Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                                  Read more
                                  Categories: Special Event
                                  Nov
                                  3
                                  Wed
                                  2021
                                  Cryptocurrency Taxation for Domestic, International & Expatriate Taxpayers – November 3rd at 11am @ Senior Financial Security, Inc.
                                  Tickets
                                  Nov 3 @

                                  Cryptocurrencies are a hot and sometimes intimidating topic. With so much in the news, it is hard to stay up to speed on the newest trends and filing requirements. Jean Dorrell and her team of licensed fiduciaries will provide you with easy to understand information relating to the history, tax treatment, and current legislation applicable to cryptocurrencies.

                                   

                                  The best way to learn more about cryptocurrencies is to attend our Lunch & Learn on Wednesday, November 3rd, 2021 at 11:00AM!

                                  The following issues and hot topics will be covered:

                                  · Introduction to virtual currency

                                  · Prior and current tax treatment for domestic (US) tax filers

                                  · Potential tax impacts for international taxpayers

                                  · How the IRS is targeting cryptocurrency

                                  · Bitcoin tops $60,000 for first time in six months as traders bet on ETF approval

                                   

                                   
                                   
                                  LOCATION

                                  BBB Accredited Business
                                  National Ethics Bureau Approved
                                  Senior Financial Security, Inc.
                                  8564 East CR 466
                                  Suite 202
                                  The Villages, FL 32162
                                  Seating is limited.

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

                                   

                                  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.
                                   

                                  Due to social distancing, seating is limited to first 15 callers. Call 352-307-8652 (24 hours) or click the button below to register! Doors close promptly at 10:50AM.

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                                  Categories: Special Event
                                  July 2017 – November 2021 Jul 2017 – Nov 2021