Events

Feb
6
Mon
2017
A fun evening at GarVino’s – Feb 6th & Feb 22 @ GarVino's
Feb 6 @ –

     You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres on one of the following nights:

Monday, February 6, 2017 at 5:00 – 7:00PM
Wednesday, February 22, 2017 at 5:00 – 7:00PM

**In order to attend, you must bring a guest who is not already a Senior Financial Security, Inc. client!!

     As usual, this will be paid for by Jean as a thank you for referring business to Senior Financial Security, Inc.

Please complete the RSVP form below to reserve your spot!

    Your Name*

    Email*

    Address*

    City*

    State*

    Zip Code*

    Phone Number*

    Number Attending* (including yourself)

    Guest's Names*

    Which night would you like to attend?

    Comments/Questions:

    *Required Field

    Feb
    14
    Tue
    2017
    The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 14 & 15 @ Santa Fe Professional Building
    Feb 14 @

    I Want Your I.R.A.!

    We are conducting an informal 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!

    • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
    • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
    • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
    • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
    • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

    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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

    PS: The last workshop was full. It could change your life!
    (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

    The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

    Reserve Your Seat Today!

    Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

      Name*

      Email*

      Address*

      City*

      State*

      Zip Code*

      Phone Number*

      Seminar of Interest*

      Number Attending*

      Comments/Questions:

      *Required Field

      Feb
      15
      Wed
      2017
      The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 14 & 15 @ Santa Fe Professional Building
      Feb 15 @

      I Want Your I.R.A.!

      We are conducting an informal 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!

      • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
      • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
      • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
      • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
      • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

      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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

      PS: The last workshop was full. It could change your life!
      (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

      The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

      Reserve Your Seat Today!

      Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

        Name*

        Email*

        Address*

        City*

        State*

        Zip Code*

        Phone Number*

        Seminar of Interest*

        Number Attending*

        Comments/Questions:

        *Required Field

        Feb
        22
        Wed
        2017
        A fun evening at GarVino’s – Feb 6th & Feb 22 @ GarVino's
        Feb 22 @ –

             You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres on one of the following nights:

        Monday, February 6, 2017 at 5:00 – 7:00PM
        Wednesday, February 22, 2017 at 5:00 – 7:00PM

        **In order to attend, you must bring a guest who is not already a Senior Financial Security, Inc. client!!

             As usual, this will be paid for by Jean as a thank you for referring business to Senior Financial Security, Inc.

        Please complete the RSVP form below to reserve your spot!

          Your Name*

          Email*

          Address*

          City*

          State*

          Zip Code*

          Phone Number*

          Number Attending* (including yourself)

          Guest's Names*

          Which night would you like to attend?

          Comments/Questions:

          *Required Field

          Feb
          28
          Tue
          2017
          The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 28 & Mar 1st @ Santa Fe Professional Building
          Feb 28 @

          I Want Your I.R.A.!

          We are conducting an informal 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!

          • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
          • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
          • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
          • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
          • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

          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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

          PS: The last workshop was full. It could change your life!
          (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

          The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

          Reserve Your Seat Today!

          Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

            Name*

            Email*

            Address*

            City*

            State*

            Zip Code*

            Phone Number*

            Seminar of Interest*

            Number Attending*

            Comments/Questions:

            *Required Field

            Mar
            1
            Wed
            2017
            The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 28 & Mar 1st @ Santa Fe Professional Building
            Mar 1 @

            I Want Your I.R.A.!

            We are conducting an informal 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!

            • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
            • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
            • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
            • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
            • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

            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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

            PS: The last workshop was full. It could change your life!
            (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

            The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

            Reserve Your Seat Today!

            Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

              Name*

              Email*

              Address*

              City*

              State*

              Zip Code*

              Phone Number*

              Seminar of Interest*

              Number Attending*

              Comments/Questions:

              *Required Field

              Mar
              22
              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? Mar 22 & Mar 23 @ Santa Fe Professional Building
              Mar 22 @

              I Want Your I.R.A.!

              We are conducting an informal 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!

              • 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.
              • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s office explains how.
              • 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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

              PS: The last workshop was full. It could change your life!
              (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

              The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

              Reserve Your Seat Today!

              Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                Name*

                Email*

                Address*

                City*

                State*

                Zip Code*

                Phone Number*

                Seminar of Interest*

                Number Attending*

                Comments/Questions:

                *Required Field

                Mar
                23
                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? Mar 22 & Mar 23 @ Santa Fe Professional Building
                Mar 23 @

                I Want Your I.R.A.!

                We are conducting an informal 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!

                • 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.
                • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s office explains how.
                • 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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

                PS: The last workshop was full. It could change your life!
                (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

                The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

                Reserve Your Seat Today!

                Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                  Name*

                  Email*

                  Address*

                  City*

                  State*

                  Zip Code*

                  Phone Number*

                  Seminar of Interest*

                  Number Attending*

                  Comments/Questions:

                  *Required Field

                  Mar
                  29
                  Wed
                  2017
                  Divorced and Single Retirees Workshop! Hosted by Jean Dorrell @ GarVino's
                  Mar 29 @ –

                       You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres!

                       This is a special, one-time opportunity to have specific retirement questions answered if you are divorced or single. You will leave with a wealth of new knowledge and information concerning your retirement!

                  Join us for a Wine Tasting and Workshop at GarVino’s on

                  Wednesday, March 29, 2017 @ 5:00 – 7:00PM

                       **This workshop, wine, and hors d’oeuvres are FREE for being our guest! All you have to do is register before all of the seats are gone!

                  Feel free to bring a guest or a potential new client who is divorced or single!

                  Please complete the RSVP form below to reserve your spot!

                    Your Name*

                    Email*

                    Address*

                    City*

                    State*

                    Zip Code*

                    Phone Number*

                    Number Attending* (including yourself)

                    Guest's Names

                    Which night would you like to attend?

                    Comments/Questions:

                    *Required Field

                    Apr
                    4
                    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? Apr 4 & Apr 5 @ Santa Fe Professional Building
                    Apr 4 @

                    I Want Your I.R.A.!

                    We are conducting an informal 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!

                    • 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.
                    • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s office explains how.
                    • 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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

                    PS: The last workshop was full. It could change your life!
                    (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

                    The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

                    Reserve Your Seat Today!

                    Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                      Name*

                      Email*

                      Address*

                      City*

                      State*

                      Zip Code*

                      Phone Number*

                      Seminar of Interest*

                      Number Attending*

                      Comments/Questions:

                      *Required Field

                      Apr
                      5
                      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? Apr 4 & Apr 5 @ Santa Fe Professional Building
                      Apr 5 @

                      I Want Your I.R.A.!

                      We are conducting an informal 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!

                      • 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.
                      • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s office explains how.
                      • 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 WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

                      PS: The last workshop was full. It could change your life!
                      (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

                      The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

                      Reserve Your Seat Today!

                      Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                        Name*

                        Email*

                        Address*

                        City*

                        State*

                        Zip Code*

                        Phone Number*

                        Seminar of Interest*

                        Number Attending*

                        Comments/Questions:

                        *Required Field

                        Apr
                        25
                        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? Apr 25 & Apr 26 @ Santa Fe Professional Building
                        Apr 25 @

                        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!

                        • 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.
                        • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s document explains how.
                        • 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.

                        Reserve Your Seat Today!

                        Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                          Name*

                          Email*

                          Address*

                          City*

                          State*

                          Zip Code*

                          Phone Number*

                          Seminar of Interest*

                          Number Attending*

                          Comments/Questions:

                          *Required Field

                          Apr
                          26
                          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? Apr 25 & Apr 26 @ Santa Fe Professional Building
                          Apr 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!

                          • 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.
                          • Own a home in Florida and want to bypass probate without complicated legal documents? The County Clerk’s document explains how.
                          • 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.

                          Reserve Your Seat Today!

                          Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

                            Name*

                            Email*

                            Address*

                            City*

                            State*

                            Zip Code*

                            Phone Number*

                            Seminar of Interest*

                            Number Attending*

                            Comments/Questions:

                            *Required Field

                            May
                            2
                            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? May 2nd & 3rd @ Santa Fe Professional Building
                            May 2 @

                            I Want Your I.R.A.!

                            We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, 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!

                            • 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.
                            • 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.

                            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

                              May
                              3
                              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? May 2nd & 3rd @ Santa Fe Professional Building
                              May 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!

                              • 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.
                              • 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.

                              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

                                Jun
                                13
                                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? June 13th & 14th @ Santa Fe Professional Building
                                Jun 13 @

                                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

                                  Jun
                                  14
                                  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? June 13th & 14th @ Santa Fe Professional Building
                                  Jun 14 @

                                  I Want Your I.R.A.!

                                  We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean 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

                                    Jul
                                    11
                                    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? July 11th & 12th @ Santa Fe Professional Building
                                    Jul 11 @

                                    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

                                      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
                                      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

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

                                        I Want Your I.R.A.!

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

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

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

                                        This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

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

                                        BBB Accredited Business

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

                                        National Ethics Bureau Approved
                                        Seating is limited.
                                        To make your reservations, call 352-307-8652 (24 Hours)
                                        OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

                                        PS: The last workshop was full. It could change your life!
                                        (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

                                        The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

                                        Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.

                                        Reserve Your Seat Today!

                                        Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

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