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October 2017 – October 2023 Oct 2017 – Oct 2023
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Oct
26
Thu
2017
There are 441 new tax laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? Thursday Oct 26 @ 10am @ Santa Fe Professional Building
Tickets
Oct 26 @

I Want Your I.R.A.!

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

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

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

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

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

BBB Accredited Business

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

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

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

Reserve Your Seat Today!

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

    Name*

    Email*

    Address*

    City*

    State*

    Zip Code*

    Phone Number*

    Seminar of Interest*

    Number Attending*

    Comments/Questions:

    How did you hear about our seminar? (Optional)

    *Required Field

    Read more
    Categories: Seminars Special Event
    Nov
    1
    Wed
    2017
    Retiring in Trump’s America: A Different Approach to Securing Your Financial Future – Nov 1 & 2 @ 2pm @ Santa Fe Professional Building
    Tickets
    Nov 1 @
    I Want Your I.R.A.!

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

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

    BBB Accredited Business

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

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

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

    Reserve Your Seat Today!

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

      Name*

      Email*

      Address*

      City*

      State*

      Zip Code*

      Phone Number*

      Seminar of Interest*

      Number Attending*

      Comments/Questions:

      How did you hear about our seminar? (Optional)

      *Required Field

      Read more
      Categories: Seminars Special Event
      Nov
      2
      Thu
      2017
      Retiring in Trump’s America: A Different Approach to Securing Your Financial Future – Nov 1 & 2 @ 2pm @ Santa Fe Professional Building
      Tickets
      Nov 2 @
      I Want Your I.R.A.!

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

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

      BBB Accredited Business

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

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

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

      Reserve Your Seat Today!

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

        Name*

        Email*

        Address*

        City*

        State*

        Zip Code*

        Phone Number*

        Seminar of Interest*

        Number Attending*

        Comments/Questions:

        How did you hear about our seminar? (Optional)

        *Required Field

        Read more
        Categories: Seminars Special Event
        Dec
        5
        Tue
        2017
        Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
        Tickets
        Dec 5 @
        I Want Your I.R.A.!

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

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

        BBB Accredited Business

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

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

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

        Reserve Your Seat Today!

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

          Name*

          Email*

          Address*

          City*

          State*

          Zip Code*

          Phone Number*

          Seminar of Interest*

          Number Attending*

          Comments/Questions:

          How did you hear about our seminar? (Optional)

          *Required Field

          Read more
          Categories: Seminars Special Event
          Dec
          6
          Wed
          2017
          Retiring in Trump’s America: Avoid Losing up to 70% Of Your IRA To Taxes @ Santa Fe Professional Building
          Tickets
          Dec 6 @
          I Want Your I.R.A.!

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

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

          BBB Accredited Business

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

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

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

          Reserve Your Seat Today!

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

            Name*

            Email*

            Address*

            City*

            State*

            Zip Code*

            Phone Number*

            Seminar of Interest*

            Number Attending*

            Comments/Questions:

            How did you hear about our seminar? (Optional)

            *Required Field

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

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

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

            LOCATION

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

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

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

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

            Reserve Your Seat Today!

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

              Name*

              Email*

              Address*

              City*

              State*

              Zip Code*

              Phone Number*

              Seminar of Interest*

              Number Attending*

              Comments/Questions:

              How did you hear about our seminar? (Optional)

              *Required Field

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

              I Want Your I.R.A.!

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

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

              LOCATION

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

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

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

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

              Reserve Your Seat Today!

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

                Name*

                Email*

                Address*

                City*

                State*

                Zip Code*

                Phone Number*

                Seminar of Interest*

                Number Attending*

                Comments/Questions:

                How did you hear about our seminar? (Optional)

                *Required Field

                Read more
                Categories: Seminars Special Event
                Oct
                28
                Mon
                2019
                2019 Annual Halloween Party with Senior Financial Security, Inc. @ American Legion
                Tickets
                Oct 28 @ –

                Are you ready for some spooktacular fun?
                Jean Dorrell is hosting everyone!
 

                Come enjoy food, drinks, and dancing on Halloween night
                With a costume contest and prizes for even more delight!

                You’re invited to come party with the Senior Financial crew!
                It’s our way of saying thanks for all that you do!

                Time: 5:00-7:00pm
                Location: American Legion
                699 W Lady Lake Blvd.
                Lady Lake, FL 32159

                Please RSVP by Monday, October 21st
                Call 352-307-8652 or email Jessica@senfinancial.com 

                Save time and RSVP online!

                  Name*

                  Email*

                  Address*

                  City*

                  State*

                  Zip Code*

                  Phone Number*

                  Number Attending*

                  Comments/Questions:

                  *Required Field


                   

                  Read more
                  Categories: SFS Party Special Event
                  Nov
                  4
                  Mon
                  2019
                  Senior Financial Security, Inc. Nutritional Snack & Learn @ Santa Fe Professional Building
                  Tickets
                  Nov 4 @

                  Hosted by Jean Dorrell and Senior Financial Security, Inc. 
                   
                  Are you tired of low energy, aches and pains, illness and medications?!?!
                   
                  Do you know the power of plants and that we should all be eating a minimum of 7-13 fruits and vegetables in raw form every day?
                   
                  What if there was a way you could conveniently get more fruits and vegetables in your diet … would you want to learn more?
                   
                  Join us November 4th to sample products and learn more about how nutrition plays a key role in how our bodies function and perform.
                   

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

                  Call 352-307-8652 or email Jessica@senfinancial.com 

                    Name*

                    Email*

                    Address*

                    City*

                    State*

                    Zip Code*

                    Phone Number*

                    Number Attending*

                    Comments/Questions:

                    *Required Field

                     

                    Read more
                    Categories: SFS Party Special Event
                    Dec
                    6
                    Fri
                    2019
                    Senior Financial Security, Inc. Avoid Probate @ Santa Fe Professional Building
                    Tickets
                    Dec 6 @

                    How to bypass probate without expensive legal documents: A DIY fool-proof way to save money, prevent probate and cut out attorneys!!

                    Works on real estate, too!

                    Hosted by Jean Dorrell and Senior Financial Security, Inc. 
                    Join us December 6th to enjoy lunch and learn more about how to save yourself time, money and stress!

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

                    Call 352-307-8652 or email Jessica@senfinancial.com 

                      Name*

                      Email*

                      Address*

                      City*

                      State*

                      Zip Code*

                      Phone Number*

                      Number Attending*

                      Comments/Questions:

                      How did you hear about our seminar? (Optional)

                      *Required Field

                      (Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

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

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

                       

                      Read more
                      Categories: SFS Party Special Event
                      Jun
                      23
                      Wed
                      2021
                      New Secure Act Rules from The IRS: What They Are and How to Help Safeguard Your Estate from Taxes June 23rd – 11am @ The Brownwood Hotel & Spa, The Silas Room
                      Tickets
                      Jun 23 @

                      Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

                      Join us June 23rd to enjoy lunch and learn more about the new interpretations of the Secure Act and how to safeguard your estate from taxes. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

                      • The IRS surprised the tax planning world with new interpretations of the Secure Act
                      • Your kids may have to CONTINUE taking RMDs from YOUR IRAs
                      • See how little known uses of life insurance can help save your family on taxes after death
                      • Roth IRAs aren’t safe from the Secure Act either, come see why!
                       
                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa, The Silas Room
                      3003 Brownwood Blvd.
                      The Villages, FL 32162
                      Seating is limited.

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

                       

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

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

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

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

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                      Categories: Special Event
                      Jun
                      30
                      Wed
                      2021
                      Inflation: What Can You Do About It? June 30th – 11am @ The Brownwood Hotel & Spa - The Silas Room
                      Tickets
                      Jun 30 @

                      Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

                      Join us June 30th to enjoy lunch and learn more about what rising interest rates mean to your retirement portfolio and peace of mind. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

                      • In the past, inflation has eroded 74% of the US Dollar’s buying power.
                      • Inflation is being talked about on the news almost every night, come see what you can do about it!
                      • The Fed fights inflation by raising interest rates, see how this can be detrimental to investments such as bonds.
                       
                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      Silas Room
                      3003 Brownwood Blvd.
                      The Villages, FL 32162
                      Seating is limited.

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

                       

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

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

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

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      Read more
                      Categories: Special Event
                      Nov
                      3
                      Wed
                      2021
                      Cryptocurrency Taxation for Domestic, International & Expatriate Taxpayers – November 3rd at 11am @ Senior Financial Security, Inc.
                      Tickets
                      Nov 3 @

                      Cryptocurrencies are a hot and sometimes intimidating topic. With so much in the news, it is hard to stay up to speed on the newest trends and filing requirements. Jean Dorrell and her team of licensed fiduciaries will provide you with easy to understand information relating to the history, tax treatment, and current legislation applicable to cryptocurrencies.

                       

                      The best way to learn more about cryptocurrencies is to attend our Lunch & Learn on Wednesday, November 3rd, 2021 at 11:00AM!

                      The following issues and hot topics will be covered:

                      · Introduction to virtual currency

                      · Prior and current tax treatment for domestic (US) tax filers

                      · Potential tax impacts for international taxpayers

                      · How the IRS is targeting cryptocurrency

                      · Bitcoin tops $60,000 for first time in six months as traders bet on ETF approval

                       

                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      Senior Financial Security, Inc.
                      8564 East CR 466
                      Suite 202
                      The Villages, FL 32162
                      Seating is limited.

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

                       

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

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

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

                      Due to social distancing, seating is limited to first 15 callers. Call 352-307-8652 (24 hours) or click the button below to register! Doors close promptly at 10:50AM.

                      Read more
                      Categories: Special Event
                      Dec
                      6
                      Mon
                      2021
                      Inflation: What Can You Do About It? December 6th – 11am @ The Brownwood Hotel & Spa - The Silas Room
                      Tickets
                      Dec 6 @

                      Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.

                      Join us December 6thth to enjoy lunch and learn more about what rising interest rates mean to your retirement portfolio and peace of mind. This is a MUST-attend Lunch & Learn for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts.

                      • In the past, inflation has eroded 74% of the US Dollar’s buying power.
                      • Inflation is being talked about on the news almost every night, come see what you can do about it!
                      • The Fed fights inflation by raising interest rates, see how this can be detrimental to investments such as bonds.

                      Please arrive 30 minutes early for a complimentary Mimosa or Bloody Mary!

                      *Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event.
                       
                       
                      LOCATION

                      BBB Accredited Business
                      National Ethics Bureau Approved
                      The Brownwood Hotel & Spa
                      The Silas Room
                      3003 Brownwood Blvd.
                      The Villages, FL 32162
                      Seating is limited.

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

                       

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

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

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

                      Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. 

                      Read more
                      Categories: Special Event
                      Oct
                      27
                      Thu
                      2022
                      2022 Annual Halloween Party with Senior Financial Security, Inc. @ Rohan Regional Recreation Center
                      Tickets
                      Oct 27 @ –

                      Ready or not, here we come!
                      For a night of ghosts, goblins, and Halloween fun!

                      Due to Covid, we had to miss last year,
                      but we are ready to host and shake our rears!

                      You are invited to dress up and give us a fright,
                      We will eat, drink, and dance all night!

                      As always, this event is free and no cost to you,
                      It’s how we say, “We appreciate you!”

                      Time: 6:00-8:00pm
                      Location: Rohan Regional Recreation Center
                      850 Kristine Way
                      Wildwood, FL 34785

                      Please RSVP by Friday, October 14th
                      Call 352-307-8652 or email Jessica@senfinancial.com 

                      Read more
                      Categories: SFS Party Special Event
                      Oct
                      31
                      Tue
                      2023
                      2023 Annual Halloween Party with Senior Financial Security, Inc. @ Colony Cottage Rec Center
                      Tickets
                      Oct 31 @ –

                      We are excited and sorry to say that this event has been filled to capacity and we can no longer accept any more registrations.

                      Have a great and safe Halloween 🙂

                       

                      Time: 6:00-8:00pm
                      Location: Colony Cottage Rec Center
                      510 Colony Blvd
                      The Villages, FL 32162

                       

                      Read more
                      Categories: SFS Party Special Event
                      October 2017 – October 2023 Oct 2017 – Oct 2023