Events

The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? January 17&18 @ Santa Fe Professional Building

Jan 17 @

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 31 years, serving clientele in The Villages for 25 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 $12,000 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.

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!

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.

Categories: Seminars Special Event

Jan

The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? January 17&18 @ Santa Fe Professional Building

Jan 18 @

I Want Your I.R.A.!

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 $12,000 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.

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

Jan

The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Jan 31 & Feb 1 @ Santa Fe Professional Building

Jan 31 @

I Want Your I.R.A.!

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 $12,000 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.

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Jan 31 & Feb 1 @ Santa Fe Professional Building

Feb 1 @

I Want Your I.R.A.!

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 $12,000 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.

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

Mon

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

Feb 6 @ –

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

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

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

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

Please complete the RSVP form below to reserve your spot!

Categories: Special Event

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

Feb 14 @

I Want Your I.R.A.!

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

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.

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

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

Feb 15 @

I Want Your I.R.A.!

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

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.

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

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

Feb 22 @ –

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

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

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

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

Please complete the RSVP form below to reserve your spot!

Categories: Special Event

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

Feb 28 @

I Want Your I.R.A.!

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

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.

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

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

Mar 1 @

I Want Your I.R.A.!

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

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.

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!

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.)

Reserve Your Seat Today!

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

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? Mar 22 & Mar 23 @ Santa Fe Professional Building

Mar 22 @

I Want Your I.R.A.!

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

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!

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.

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

Thu

There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Mar 22 & Mar 23 @ Santa Fe Professional Building

Mar 23 @

I Want Your I.R.A.!

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

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!

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.

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

Divorced and Single Retirees Workshop! Hosted by Jean Dorrell @ GarVino's

Mar 29 @ –

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

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

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

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

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

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

Please complete the RSVP form below to reserve your spot!

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

Apr 4 @

I Want Your I.R.A.!

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

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!

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.

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!

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.)

Reserve Your Seat Today!

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

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? Apr 4 & Apr 5 @ Santa Fe Professional Building

Apr 5 @

I Want Your I.R.A.!

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

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!

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.

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!

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.)

Reserve Your Seat Today!

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

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? Apr 25 & Apr 26 @ Santa Fe Professional Building

Apr 25 @

I Want Your I.R.A.!

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

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.

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.)

Reserve Your Seat Today!

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

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? Apr 25 & Apr 26 @ Santa Fe Professional Building

Apr 26 @

I Want Your I.R.A.!

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

May

There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? May 2nd & 3rd @ Santa Fe Professional Building

May 2 @

I Want Your I.R.A.!

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!

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.)

Reserve Your Seat Today!

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

Categories: Seminars Special Event

May

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