Home / 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? June 13th & 14th

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? June 13th & 14th

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 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 new laws just passed allowing you to not take MRDs ever again!

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

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

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.

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