Important Event Highlights:

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 30 years.

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:
Senior Financial Security, Inc. 
8564 East CR 466
Suite 202
The Villages, FL 32162

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. Join us November 3rd to enjoy lunch and listen to Jean Dorrell and her team of licensed fiduciaries provide you with easy to understand information relating to the history, tax treatment, and current legislation applicable to cryptocurrencies. As always, this event is FREE and you do not have to be a client to attend.

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. Complete the form below. Once we receive your information we will contact you to confirm your reservation

(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