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February – October 2017 Feb – Oct 2017
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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
Tickets
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

    Read more
    Categories: Seminars Special Event
    Feb
    22
    Wed
    2017
    A fun evening at GarVino’s – Feb 6th & Feb 22 @ GarVino's
    Tickets
    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

      Read more
      Categories: Special Event
      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
      Tickets
      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.

      Error: Contact form not found.

      Read more
      Categories: Seminars Special Event
      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
      Tickets
      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.

      Error: Contact form not found.

      Read more
      Categories: Seminars Special Event
      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
      Tickets
      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.

      Error: Contact form not found.

      Read more
      Categories: Seminars Special Event
      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
      Tickets
      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.

      Error: Contact form not found.

      Read more
      Categories: Seminars Special Event
      Mar
      29
      Wed
      2017
      Divorced and Single Retirees Workshop! Hosted by Jean Dorrell @ GarVino's
      Tickets
      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

        Read more
        Categories: Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        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
        Tickets
        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.

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        Jul
        12
        Wed
        2017
        There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? July 11th & 12th @ Santa Fe Professional Building
        Tickets
        Jul 12 @

        I Want Your I.R.A.!

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

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

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

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

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

        BBB Accredited Business

        LOCATION
        Senior Financial Security, Inc.
        Santa Fe Professional Building
        8564 East CR 466, Suite 202
        The Villages, FL 32162
        National Ethics Bureau Approved
        Seating is limited.
        To make your reservations, call 352-307-8652 (24 Hours)
        OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

        PS: The last workshop was full. It could change your life!
        (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)
        The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

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

        Reserve Your Seat Today!

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

        Error: Contact form not found.

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

        I Want Your I.R.A.!

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

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

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

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

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

        BBB Accredited Business

        LOCATION
        Senior Financial Security, Inc.
        Santa Fe Professional Building
        8564 East CR 466, Suite 202
        The Villages, FL 32162
        National Ethics Bureau Approved
        Seating is limited.
        To make your reservations, call 352-307-8652 (24 Hours)
        OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

        PS: The last workshop was full. It could change your life!
        (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)
        The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

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

        Reserve Your Seat Today!

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

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Sept 15th @ 2pm @ Santa Fe Professional Building
        Tickets
        Sep 15 @

        I Want Your I.R.A.!

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

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

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

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

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

        BBB Accredited Business

        LOCATION
        Senior Financial Security, Inc.
        Santa Fe Professional Building
        8564 East CR 466, Suite 202
        The Villages, FL 32162
        National Ethics Bureau Approved
        Seating is limited.
        To make your reservations, call 352-307-8652 (24 Hours)
        OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

        PS: The last workshop was full. It could change your life!
        (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)
        The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

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

        Reserve Your Seat Today!

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

        Error: Contact form not found.

        Read more
        Categories: Seminars Special Event
        Oct
        3
        Tue
        2017
        There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Oct 3 & 4 @ 2pm @ Santa Fe Professional Building
        Tickets
        Oct 3 @

        I Want Your I.R.A.!

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

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

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

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

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

        BBB Accredited Business

        LOCATION
        Senior Financial Security, Inc.
        Santa Fe Professional Building
        8564 East CR 466, Suite 202
        The Villages, FL 32162
        National Ethics Bureau Approved
        Seating is limited.
        To make your reservations, call 352-307-8652 (24 Hours)
        OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

        PS: The last workshop was full. It could change your life!
        (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)
        The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

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

        Reserve Your Seat Today!

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

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        Categories: Seminars Special Event
        February – October 2017 Feb – Oct 2017