It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 Money Watch over 30 times. Senior Financial has served their clientele here over 30 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
Click below to reserve your spot today!
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What are the weaknesses that can make your retirement hit a brick wall?
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What is your advisor doing about these?
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Do you have Portfolio Income Insurance? Come learn the benefits of having this crucial piece of your retirement plan.
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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.
Come hear the 7 Biggest Mistakes advisors are making with their clients. How many of these are happening to you? Come see why we think ALL 7 are happening to Retirees now and what you can do to PREVENT IT!
This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar.
Includes Meal & Bloody Mary Bar
Click below to reserve your spot today!
LOCATION
The Brownwood Hotel & Spa in the Silas Room
3003 Brownwood Blvd.
The Villages, FL 32162
Phone: 352-307-8652
DATES & TIMES (Click to Register)
Tuesday, March 14th, 2023 at 2:00 PM
Wednesday, March 15th, 2023 at 2:00 PM
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
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 Advisers may NOT attend as space is needed for retirees.)
The presenters, speakers and sponsors of this information are licensed, independent Insurance agents. The presenters, speakers and sponsors 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 customers, 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
