Events

Jan
20
Tue
2015
The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
Jan 20 @

I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
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 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.

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

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

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

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

Reserve Your Seat Today!

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

    Name*

    Email*

    Address*

    City*

    State*

    Zip Code*

    Phone Number*

    Seminar of Interest*

    Number Attending*

    Comments/Questions:

    *Required Field

     

    Jan
    21
    Wed
    2015
    The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
    Jan 21 @

    I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
    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 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.

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

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

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

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

    Reserve Your Seat Today!

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

      Name*

      Email*

      Address*

      City*

      State*

      Zip Code*

      Phone Number*

      Seminar of Interest*

      Number Attending*

      Comments/Questions:

      *Required Field

       

      Feb
      3
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      Feb 3 @

      I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
      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 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.

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

      BBB Accredited BusinessNational Ethics Bureau ApprovedSeating 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.

       

      Feb
      4
      Wed
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      Feb 4 @

      I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
      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 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.

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

      BBB Accredited BusinessNational Ethics Bureau ApprovedSeating 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.

       

      Feb
      17
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      Feb 17 @

      I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
      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 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.

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

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.

       

      Feb
      18
      Wed
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      Feb 18 @

      I Want Your I.R.A.!***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***
      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 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.

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

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.

       

      Mar
      24
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      Mar 24 @
      I Want Your I.R.A.!
      ***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***

      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 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.

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.

       

      Apr
      21
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      Apr 21 @
      I Want Your I.R.A.!
      ***This informational workshop is for existing clients, their friends or previous seminar attendees, and is open to the public as well!***

      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 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.

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      May
      5
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      May 5 @
      I Want Your I.R.A.!
      ***This informational workshop is for existing clients, their friends, previous seminar attendees, and is open to the public as well!***

      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 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.

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      May
      6
      Wed
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      May 6 @
      I Want Your I.R.A.!
      ***This informational workshop is for existing clients, their friends, previous seminar attendees, and is open to the public as well!***

      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 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.

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      May
      27
      Wed
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      May 27 @
      I Want Your I.R.A.!
      ***This informational workshop is for existing clients, their friends, previous seminar attendees, and is open to the public as well!***

      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 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.

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      May
      28
      Thu
      2015
      The US Treasury Has A Plan for Your IRA…Do You? @ Santa Fe Professional Building
      May 28 @
      I Want Your I.R.A.!
      ***This informational workshop is for existing clients, their friends, previous seminar attendees, and is open to the public as well!***

      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 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.

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      Sep
      1
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? Sept 1&2 @ Santa Fe Professional Building
      Sep 1 @
      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 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.

      6 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
      • Own Life Insurance policies? Learn how to Live on your life insurance!
      • Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      Sep
      2
      Wed
      2015
      The US Treasury Has A Plan for Your IRA…Do You? Sept 1&2 @ Santa Fe Professional Building
      Sep 2 @
      I Want Your I.R.A.!

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

      6 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
      • Own Life Insurance policies? Learn how to Live on your life insurance!
      • Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      Sep
      14
      Mon
      2015
      The US Treasury Has A Plan for Your IRA…Do You? Sept 14&15 @ Santa Fe Professional Building
      Sep 14 @
      I Want Your I.R.A.!

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

      6 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
      • Own Life Insurance policies? Learn how to Live on your life insurance!
      • Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      Sep
      15
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? Sept 14&15 @ Santa Fe Professional Building
      Sep 15 @
      I Want Your I.R.A.!

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

      6 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
      • Own Life Insurance policies? Learn how to Live on your life insurance!
      • Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      Oct
      13
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? Oct 13&14 @ Santa Fe Professional Building
      Oct 13 @
      I Want Your I.R.A.!

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

      6 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
      • Own Life Insurance policies? Learn how to Live on your life insurance!
      • Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      Oct
      14
      Wed
      2015
      The US Treasury Has A Plan for Your IRA…Do You? Oct 13&14 @ Santa Fe Professional Building
      Oct 14 @
      I Want Your I.R.A.!

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

      6 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
      • Own Life Insurance policies? Learn how to Live on your life insurance!
      • Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      Oct
      21
      Wed
      2015
      The US Treasury Has A Plan for Your IRA…Do You? Oct 21 @ Santa Fe Professional Building
      Oct 21 @
      I Want Your I.R.A.!

      I Scream, You Scream, We’ll all scream when we see how The US Treasury Has A Plan For Your IRAs!!!! Our upcoming “Seminar and Sweets” is for existing clients, their friends, previous seminar attendees and is open to the public as well. It will cover multiple BRAND NEW strategies on how to protect your financial security. After the seminar we will have an ice cream social from Ollie’s Frozen Custard including Sugar-Free options!


      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 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.

      6 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
      • Own Life Insurance policies? Learn how to Live on your life insurance!
      • Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.


       

      Nov
      3
      Tue
      2015
      The US Treasury Has A Plan for Your IRA…Do You? November 3&4 @ Santa Fe Professional Building
      Nov 3 @
      I Want Your I.R.A.!

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

      6 Strategies To Protect Your Financial Security

      • Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,150 in annual income!
      • IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
      • Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
      • Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
      • Own Life Insurance policies? Learn how to Live on your life insurance!
      • Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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

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

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

      Reserve Your Seat Today!

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

      Error: Contact form not found.