Events

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
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. 

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

Nov
3
Wed
2021
Cryptocurrency Taxation for Domestic, International & Expatriate Taxpayers – November 3rd at 11am @ Senior Financial Security, Inc.
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.

Dec
6
Mon
2021
Inflation: What Can You Do About It? December 6th – 11am @ The Brownwood Hotel & Spa - The Silas Room
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. 

Oct
27
Thu
2022
2022 Annual Halloween Party with Senior Financial Security, Inc. @ Rohan Regional Recreation Center
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 

Oct
31
Tue
2023
2023 Annual Halloween Party with Senior Financial Security, Inc. @ Colony Cottage Rec Center
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