Treasuries, Trusts and Toasts
Join our Lunch & Learn on Tuesday, August 15th, 2023 at 12PM!
Presented by Jean Ann Dorrell - Senior Financial Security, Inc:
Time: August 15th, 2023 at 12PM
Location: Senior Financial Security, Inc.
8564 East CR 466, Suite 202 The Villages, FL 32162
Register Now!
Our workshops always fill up fast! Fill out the form below to claim your spot now.
No charge. No obligation. Nothing will be sold.
Important Event Highlights:
Come learn more on these hot topics, as well as current rates, the state of the nation, and more while you enjoy lunch and wine on us!
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.
Senior Financial Security, Inc.
8564 East CR 466,
Suite 202
The Villages, FL 32162
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
Call Us At: (352) 307-8652 OR Email Us At: [email protected] for more info.
Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice. Primary Life Insurance and Annuity products offered in association with Allianz Life, American Equity, ING, Old Mutual, and SunLife Financial. Please call toll free 1-866-829-3337 to arrange a convenient, no fee discussion of your estate planning objectives. Senior Financial Security, Inc. does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations.
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