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
Error: Contact form not found.
How to bypass probate without expensive legal documents: A DIY fool-proof way to save money, prevent probate and cut out attorneys!!
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
Error: Contact form not found.
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(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)
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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.
HOW WE DO IT: The reason we can help you pay the lowest premium for your Medicare supplemental policy is…Technology. We have a unique quoting tool that we are going to demonstrate on March 12 and 13 which will show you how much you can save for the same coverage. We plug in your age, gender, zip code, smoker/non-smoker, marital status, etc. and, in a few seconds, we will find the lowest premium available for plans F, G, or N. Remember, the only thing that matters when you buy a Medicare supplement policy is the premium. We all have been there. It’s like shopping for a new car. You can visit a bunch of Toyota dealerships, all with the same exact car, but all that matters is the price! Why pay more for the exact same coverage? The coverage from insurance companies like Cigna, United Healthcare, Mutual of Omaha, etc., is all the same-all that matters is your monthly premium and we want to help you find the lowest premium possible for excellent coverage.
WHAT’S THE CATCH?: Unlike Medicare Advantage, there is no enrollment period, but you do have to qualify medically, so if you’ve had a heart attack, stroke, cancer, kidney disease, or any major illness in the past 24 months then you will not be able to switch. If it’s been over 2 years then you will likely qualify. Normally, out of every 10 applications we submit, over 80% are approved. Plus, it only takes about 15 minutes to complete an application and costs you nothing to see if you are approved by a lower cost insurance plan. Once you are approved, you can start paying less than you are now-pocket the difference or use it for something more fun than paying insurance premiums!
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
|
LOCATION
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.
Error: Contact form not found.
HOW WE DO IT: The reason we can help you pay the lowest premium for your Medicare supplemental policy is…Technology. We have a unique quoting tool that we are going to demonstrate on March 12 and 13 which will show you how much you can save for the same coverage. We plug in your age, gender, zip code, smoker/non-smoker, marital status, etc. and, in a few seconds, we will find the lowest premium available for plans F, G, or N. Remember, the only thing that matters when you buy a Medicare supplement policy is the premium. We all have been there. It’s like shopping for a new car. You can visit a bunch of Toyota dealerships, all with the same exact car, but all that matters is the price! Why pay more for the exact same coverage? The coverage from insurance companies like Cigna, United Healthcare, Mutual of Omaha, etc., is all the same-all that matters is your monthly premium and we want to help you find the lowest premium possible for excellent coverage.
WHAT’S THE CATCH?: Unlike Medicare Advantage, there is no enrollment period, but you do have to qualify medically, so if you’ve had a heart attack, stroke, cancer, kidney disease, or any major illness in the past 24 months then you will not be able to switch. If it’s been over 2 years then you will likely qualify. Normally, out of every 10 applications we submit, over 80% are approved. Plus, it only takes about 15 minutes to complete an application and costs you nothing to see if you are approved by a lower cost insurance plan. Once you are approved, you can start paying less than you are now-pocket the difference or use it for something more fun than paying insurance premiums!
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
|
LOCATION
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.
Error: Contact form not found.
Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial Security, Inc.has served our clientele here over 29 years.
The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.
The TIME TO ACT IS NOW.
This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
• How to Read a Trust (And Not Get Lost In The Legal Swamp)
• Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
• Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
• Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
• Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
• Let our 29 years of experience and location in The Villages® community educate you!
*Professor John Huggard and author of Living Trust, Living Hell
LOCATION
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!
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. Complete the form below. Once we receive your information we will contact you to confirm your reservation.
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial Security, Inc.has served our clientele here over 29 years.
The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.
The TIME TO ACT IS NOW.
This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
• How to Read a Trust (And Not Get Lost In The Legal Swamp)
• Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
• Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
• Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
• Advanced Strategies to Leverage your Social Security income and make it tax FREE!
• Let our 29 years of experience and location in The Villages® community educate you!
*Professor John Huggard and author of Living Trust, Living Hell
LOCATION
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!
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. Complete the form below. Once we receive your information we will contact you to confirm your reservation.
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial Security, Inc.has served our clientele here over 29 years.
The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.
The TIME TO ACT IS NOW.
This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
• How to Read a Trust (And Not Get Lost In The Legal Swamp)
• Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
• Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
• Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
• Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
• Let our 29 years of experience and location in The Villages® community educate you!
*Professor John Huggard and author of Living Trust, Living Hell
LOCATION
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!
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. Complete the form below. Once we receive your information we will contact you to confirm your reservation.
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
The TIME TO ACT IS NOW.
- How to Read a Trust (And Not Get Lost In The Legal Swamp)
- Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
- Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
- Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
- Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
- Let our 29 years of experience and location in The Villages community educate you!
LOCATION
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!
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. Complete the form below. Once we receive your information we will contact you to confirm your reservation.
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
- How to Read a Trust (And Not Get Lost In The Legal Swamp)
- Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
- Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
- Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
- Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
- Let our 29 years of experience and location in The Villages community educate you!
LOCATION
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.
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.
- How to Read a Trust (And Not Get Lost In The Legal Swamp)
- Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
- Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
- Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
- Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
- Let our 29 years of experience and location in The Villages community educate you!
LOCATION
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.
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.
- How to Read a Trust (And Not Get Lost In The Legal Swamp)
- Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
- Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
- Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
- Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
- Let our 29 years of experience and location in The Villages community educate you!
LOCATION
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.
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.
- How to Read a Trust (And Not Get Lost In The Legal Swamp)
- Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
- Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
- Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
- Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
- Let our 29 years of experience and location in The Villages community educate you!
LOCATION
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.
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.
Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial Security, Inc.has served our clientele here over 30 years.
The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.
The TIME TO ACT IS NOW.
This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
• How to Read a Trust (And Not Get Lost In The Legal Swamp)
• Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
• Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
• Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
• Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
• Let our 30 years of experience and location in The Villages® community educate you!
*Professor John Huggard and author of Living Trust, Living Hell
LOCATION
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.
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. Complete the form below. Once we receive your information we will contact you to confirm your reservation.
Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial Security, Inc.has served our clientele here over 30 years.
The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well.
The TIME TO ACT IS NOW.
This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.
• How to Read a Trust (And Not Get Lost In The Legal Swamp)
• Trusts hit the HIGHEST tax bracket of 37% with just $12,950 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
• Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
• Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
• Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
• Let our 30 years of experience and location in The Villages® community educate you!
*Professor John Huggard and author of Living Trust, Living Hell
LOCATION
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.
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. Complete the form below. Once we receive your information we will contact you to confirm your reservation.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 Money Watch over 30 times. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
- 3 Fatal Errors to Watch For in your IRA/401k Accounts.
- Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees!
- How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 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 current economy may actually put your retirement savings in harm’s way.
This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar.
Includes Dinner & Bloody Mary Bar
|
LOCATION
DOORS CLOSE PROMPTLY @ 1:50PM
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.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 Money Watch over 30 times. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
- 3 Fatal Errors to Watch For in your IRA/401k Accounts.
- Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees!
- How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 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 current economy may actually put your retirement savings in harm’s way.
This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar.
Includes Dinner & Bloody Mary Bar
|
LOCATION
DOORS CLOSE PROMPTLY @ 1:50PM
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.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 Money Watch over 30 times. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
- 3 Fatal Errors to Watch For in your IRA/401k Accounts.
- Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees!
- How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 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 current economy may actually put your retirement savings in harm’s way.
This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar.
Includes Dinner & Bloody Mary Bar
|
LOCATION
DOORS CLOSE PROMPTLY @ 1:50PM
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.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 Money Watch over 30 times. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
- 3 Fatal Errors to Watch For in your IRA/401k Accounts.
- Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees!
- How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 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 current economy may actually put your retirement savings in harm’s way.
This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar.
Includes Mimosa & Bloody Mary Bar
|
LOCATION
DOORS CLOSE PROMPTLY @ 1:50PM
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.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 Money Watch over 30 times. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
- 3 Fatal Errors to Watch For in your IRA/401k Accounts.
- Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on investing during volatile times and lowering fees!
- How to legally eliminate taking Required Minimum Distributions (RMD) at age 72 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 current economy may actually put your retirement savings in harm’s way.
This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar.
Includes Mimosa & Bloody Mary Bar
|
LOCATION
DOORS CLOSE PROMPTLY @ 1:50PM
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.
AVOID LOSING UP TO 70% OF YOUR IRA TO TAXES
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 Money Watch over 30 times. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
- Do you have an Airbag in your portfolio to protect against inflation, Trade Wars, Tariffs & Taxation?
- 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.
- Trusts hit the HIGHEST tax bracket of 37% with just $13,450 in income upon your passing. Your children would have to earn $647,850 to be in the same bracket! If you didn’t know that, come find out why!
- Have you been told bonds are “conservative”? Come see in person why owning bonds during the current economy may actually put your retirement savings in harm’s way.
This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar.
Includes Meal & Bloody Mary Bar
|
LOCATION
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
PS: The last workshop was full. It could change your life! (Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
