Circle of Advocates

Senior Financial Security, Inc. - Circle of AdvocatesTo qualify for the Circle of Advocates (VIPs with Senior Financial), simply refer us a friend or family member. If your referral invests 50,000 minimum, you will qualify for our Prestigious VIP group. Enjoy perks like quarterly trips just for COA members, early admission to events and parties ahead of the other attendees and a special Christmas party just for the Circle of Advocates. At every Senior Financial Security get-together, the COA member gets special recognition and is awarded a customized name tag to wear to each event.

We strive hard to protect your retirement. The biggest thank you we can receive from you is a referral. Won’t you share your feelings about SFS with a friend or neighbor? The easiest way to help your referral and SFS is to invite your referral to one of our upcoming seminars or even attend with them!. Below are our upcoming seminar dates:

Feb
28
Tue
2017
The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 14 & 15 @ Santa Fe Professional Building
Feb 28 @ 2:00 pm

I Want Your I.R.A.!

We are conducting an informal 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!

  • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
  • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
  • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
  • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
  • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

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 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

Mar
1
Wed
2017
The US Treasury Wants YOUR IRA… Do You Know How to Build a Financial Bunker? Feb 14 & 15 @ Santa Fe Professional Building
Mar 1 @ 2:00 pm

I Want Your I.R.A.!

We are conducting an informal 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!

  • OBAMA CARE has cost millions of unnecessary taxpayer dollars–“We have to pass the Affordable Care Act to find out what’s in it.” Remember this quote from Nancy Pelosi?
  • Or how about President Obama saying, “At some point, I think you’ve made enough money.”
  • Trying to reverse the wrongs of past administrations will take too long if you are retired and concerned about your money today! You have to act NOW.
  • This is an ADVANCED seminar for retirees or pre-retirees who have saved for retirement and are concerned about the government ending up with more of your money than you and your family!
  • If you have a trust and will be passing your assets to your loved ones through a trust, this is a MUST seminar. Trusts hit the highest income tax brackets with just $12,500 in income. You MUST learn how to prevent this before it’s too late!

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 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