Events

Jan
30
Tue
2018
Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Pinellas Plaza Library at The Villages Sumter County Service Center - Conference Room 102
Jan 30 @
I Want Your I.R.A.!

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree.
We specialize in Estate, Financial and Tax Planning for Singles!
  • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
  • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
  • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
  • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
  • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
This is an advanced class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
Pinellas Plaza Library
at The Villages Sumter County Service Center
Conference Room 102
7375 Powell Road
Wildwood, FL 34785

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

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

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

Reserve Your Seat Today!

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

Error: Contact form not found.

Annual Circle of Advocates Dinner @ Eisenhower Regional Recreational Center, Buena Vista Boulevard, The Villages, FL
Jan 30 @ –

Senior Financial Security, Inc. - Circle of Advocates

Jean Ann Dorrell & Senior Financial Security, Inc.
Invite you to our annual dinner and celebration of our successes thanks to our Circle of Advocates.

Tuesday, January 30, 2018
6:00-8:00PM

The Bradley Room at
Eiesenhower Rec Center
356 Buena Vista Blvd
The Villages, FL 32163

Please RSVP by January 15th, 2018

    Name*

    Email*

    Address*

    City*

    State*

    Zip Code*

    Phone Number*

    Number Attending*

    Comments/Questions:

    *Required Field

    Jan
    31
    Wed
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Pinellas Plaza Library at The Villages Sumter County Service Center - Conference Room 102
    Jan 31 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
    This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree.
    We specialize in Estate, Financial and Tax Planning for Singles!
    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This is an advanced class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.

    LOCATION

    BBB Accredited Business
    National Ethics Bureau Approved
    Pinellas Plaza Library
    at The Villages Sumter County Service Center
    Conference Room 102
    7375 Powell Road
    Wildwood, FL 34785
    Seating is limited.
    To make your reservations, call 352-307-8652 (24 Hours)
    OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

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

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

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

    Reserve Your Seat Today!

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

    Error: Contact form not found.

    Feb
    13
    Tue
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Feb 13 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
    This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree.
    We specialize in Estate, Financial and Tax Planning for Singles!
    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This is an advanced class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.

    Feb
    14
    Wed
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Feb 14 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
    This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree.
    We specialize in Estate, Financial and Tax Planning for Singles!
    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This is an advanced class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.

    Mar
    1
    Thu
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Mar 1 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
    This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree.
    We specialize in Estate, Financial and Tax Planning for Singles!
    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This is an advanced class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.

     

    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

    Mar
    2
    Fri
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Mar 2 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
    This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree.
    We specialize in Estate, Financial and Tax Planning for Singles!
    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This is an advanced class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.

     

    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

    Apr
    10
    Tue
    2018
    Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner Apr 10 @ 2pm & Apr 11 @ 2pm
    Apr 10 @

    We are excited to announce that Senior Financial Security, Inc. and Bucket List Wealth, LLC, have partnered with David Bach, best-selling author of “Smart Couples Finish Rich” to bring you this special seminar! Whether a newlywed, a couple planning for retirement or already retired, this timeless classic provides couples with easy-to-use tools that cover everything from credit card management to detailed investment advice to long term care. Together you’ll learn why couples who plan their finances together, stay together!

    Each attendee will receive a complimentary copy of David Bach’s latest version of “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner.”

    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.

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

     
    BBB Accredited Business
    National Ethics Bureau Approved

    *PLEASE NOTE THE DIFFERENT LOCATION FOR THESE SEMINARS*

     

    LOCATION

    Pinellas Plaza Library at
    The Villages Sumter County Service Center
    Conference Room 102
    7375 Powell Road
    Wildwood, FL 34785


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

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

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

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

    Reserve Your Seat Today!

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

    Error: Contact form not found.

     

    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.

     

     

    Apr
    11
    Wed
    2018
    Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner Apr 10 @ 2pm & Apr 11 @ 2pm
    Apr 11 @

    We are excited to announce that Senior Financial Security, Inc. and Bucket List Wealth, LLC, have partnered with David Bach, best-selling author of “Smart Couples Finish Rich” to bring you this special seminar! Whether a newlywed, a couple planning for retirement or already retired, this timeless classic provides couples with easy-to-use tools that cover everything from credit card management to detailed investment advice to long term care. Together you’ll learn why couples who plan their finances together, stay together!

    Each attendee will receive a complimentary copy of David Bach’s latest version of “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner.”

    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.

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

     
    BBB Accredited Business
    National Ethics Bureau Approved

    *PLEASE NOTE THE DIFFERENT LOCATION FOR THESE SEMINARS*

     

    LOCATION

    Pinellas Plaza Library at
    The Villages Sumter County Service Center
    Conference Room 102
    7375 Powell Road
    Wildwood, FL 34785


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

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

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

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

    Reserve Your Seat Today!

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

    Error: Contact form not found.

     

    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.

     

     

    Jul
    24
    Tue
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Jul 24 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

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

    • 3 Fatal Errors to Watch For in your IRA/401K Accounts.
    • Mutual Funds or ETFs?  How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio?  Come get a hands-on education for beginners to advanced investors on “investing during volatile times” and lowering fees!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust?  IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy.  Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Having you been told bonds are “conservative”?  Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harms way.
    This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served so that you may leave at your convenience.
     
    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    Reserve Your Seat Today!

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

     

     

    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

    Aug
    16
    Thu
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Aug 16 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

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

    • 3 Fatal Errors to Watch For in your IRA/401k Accounts.
    • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on” investing during volatile times” and lowering fees !
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
     
    This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served so that you may leave at your convenience.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.

    Aug
    17
    Fri
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Aug 17 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

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

    • 3 Fatal Errors to Watch For in your IRA/401k Accounts.
    • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on” investing during volatile times” and lowering fees !
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
     
    This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served so that you may leave at your convenience.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.

    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Aug 17 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

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

    • 3 Fatal Errors to Watch For in your IRA/401k Accounts.
    • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on” investing during volatile times” and lowering fees !
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
     
    This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served so that you may leave at your convenience.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.

    Oct
    2
    Tue
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Oct 2 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

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

    • 3 Fatal Errors to Watch For in your IRA/401k Accounts.
    • Mutual Funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on” investing during volatile times” and lowering fees !
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Have you been told bonds are “conservative?” Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served so that you may leave at your convenience.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.

    LOCATION

    BBB Accredited Business
    National Ethics Bureau Approved
    Senior Financial Security, Inc.
    Santa Fe Professional Building
    8564 East CR 466, Suite 202
    The Villages, FL 32162

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

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

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

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

    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.

    Nov
    1
    Thu
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Nov 1 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
    This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree.
    We specialize in Estate, Financial and Tax Planning for Singles!
    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Are you concerned about the upcoming Bond Bear Market and its effect on your retirement? Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This is an advanced class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.


     

    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

    Nov
    2
    Fri
    2018
    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
    Nov 2 @

    I Want Your I.R.A.!

    It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and has appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a four year Villages resident and has served her clientele here over 26 years. Daniel Quirk, President of Bucket List Wealth Management, and Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
    This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree.
    We specialize in Estate, Financial and Tax Planning for Singles!
    • What is “Trump-onomics?” What are the potential impacts to the markets and your tax return?
    • Mutual funds are The Titanic of flawed investments and why your advisor will never educate you about them, don’t be the last one off a sinking ship!
    • How to legally eliminate taking Required Minimum Distributions (RMD) at age 70 1/2 and beyond.
    • Do you own an IRA and a Living Trust? IRS Publication 590 addresses the risks inherent with this flawed and over-used strategy. Our highly qualified and licensed team of fiduciaries will help you make sense of these complicated rules.
    • Are you concerned about the upcoming Bond Bear Market and its effect on your retirement? Come see in person why owning bonds during the coming “Trump Bump” may actually put your retirement savings in harm’s way.
    This is an advanced class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.

    Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

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

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

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

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

    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.


     

    Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes – Mar 1 @ 10am & Mar 2 @ 10am

    Jan
    30
    Wed
    2019
    You are invited to our “Sips and Scrubs” Event @ Santa Fe Professional Building
    Jan 30 @

     

    Senior Financial Security, Inc. invites you to our first “SIPS AND SCRUBS” event

     
    Come sit back, relax, and sip on wine while we educate you on essential oils.

    What’s all the buzz about essential oils?
    How can you use them to support health and wellness?

    Can oils help with sleep, mood, and immune support? 

     

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

     

    Space is limited so RSVP quickly!

    Hosted by Jean Dorrell and Senior Financial Security, Inc. 

     
    BBB Accredited Business
    National Ethics Bureau Approved

    LOCATION

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

    Seating is limited.
    To make your reservations, call 352-307-8652 (24 Hours)
    OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

     

    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*

      Number Attending*

      Comments/Questions:

      *Required Field

      Feb
      25
      Mon
      2019
      You are invited to our “CBD Oil” Event! @ Santa Fe Professional Building
      Feb 25 @
       


      Hosted by Jean Dorrell and Senior Financial Security, Inc. 

       
      Cannabidiol (also known as CBD or Cannabis) Oil has become the hot new product in states that have legalized medical marijuana, Florida being one of those states. 
       
      The marijuana extract is being credited with helping treat a host of medical problems – everything from epileptic seizures to anxiety to inflammation to sleeplessness.
       
      Come join us to learn about CBD Oil and its many benefits from an expert! 
       
      As always, this event is FREE and you do not have to be a client to attend.

       

      BBB Accredited Business
      National Ethics Bureau Approved

      LOCATION

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

      Seating is limited.
      To make your reservations, call 352-307-8652 (24 Hours)
      OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!

       

      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*

        Number Attending*

        Comments/Questions:

        *Required Field

        Mar
        20
        Wed
        2019
        Smart Women Finish Rich @ Santa Fe Professional Building
        Mar 20 @

        It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and Congress’ plans for our country. If you are like many American women, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, a Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

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

          • 3 Fatal Errors to Watch For in your IRA/401k Accounts.
          • Mutual funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on “investing during volatile times” and lowering fees!
          • Required Minimum Distributions planning and how to legally eliminate RMDs at 70-1/2 and beyond! Come see our RMD Eliminator strategy.
          • Do you own an IRA and a Living Trust? Jean reviews the IRS Publication and addresses the risks inherent with this flawed and over-used strategy. Living Trust, Living Hell, the scam of the decade. 
          • Are you concerned with the distribution of your “digital” assets after death? You should be! Come hear our digital “wiz” discuss state & federal laws that prevent you from accessing loved one’s information, along with solutions to protect your digital assets.

        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. No meal is served  so that you may leave at your convenience.

        First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.


        Seating is limited. 
        To make reservations, call 352-307-8652 (24 hours).
        OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


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

         

         

        LOCATION

        BBB Accredited Business
        National Ethics Bureau Approved
        Senior Financial Security, Inc.
        Santa Fe Professional Building
        8564 East CR 466, Suite 202
        The Villages, FL 32162

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

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

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

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

        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.

        May
        7
        Tue
        2019
        Smart Women Finish Rich @ Santa Fe Professional Building
        May 7 @

        It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and Congress’ plans for our country. If you are like many American women, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, a Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.

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

          • 3 Fatal Errors to Watch For in your IRA/401k Accounts.
          • Mutual funds or ETFs? How do you know if they are the Titanic of the future or if they will give you your own Border Wall against fees in your portfolio? Come get a hands-on education for beginners to advanced investors on “investing during volatile times” and lowering fees!
          • Required Minimum Distributions planning and how to legally eliminate RMDs at 70-1/2 and beyond! Come see our RMD Eliminator strategy.
          • Do you own an IRA and a Living Trust? Jean reviews the IRS Publication and addresses the risks inherent with this flawed and over-used strategy. Living Trust, Living Hell, the scam of the decade. 
          • Are you concerned with the distribution of your “digital” assets after death? You should be! Come hear our digital “wiz” discuss state & federal laws that prevent you from accessing loved one’s information, along with solutions to protect your digital assets.

        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. No meal is served  so that you may leave at your convenience.

        First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.


        Seating is limited. 
        To make reservations, call 352-307-8652 (24 hours).
        OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


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

         

         

        LOCATION

        BBB Accredited Business
        National Ethics Bureau Approved
        Senior Financial Security, Inc.
        Santa Fe Professional Building
        8564 East CR 466, Suite 202
        The Villages, FL 32162

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

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

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

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

        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.