Dinner Presentation For You and A Guest

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What You'll Learn

  • WILLS, TRUSTS, AND PROBATE: The important facts, changes and how they may drastically affect your plans.
  • INFLATION: How much purchasing power do you stand to lose in the next 5, 10, or 20 years?
  • THE ECONOMY: Will inflation and rising costs cripple the economy and cause a recession?
  • POWER OF ATTORNEY: The true importance of a powerful power of attorney and why some documents fall short.
  • SOCIAL SECURITY: How can you maximize your benefits and protect your spouse?
  • HEALTH CARE: How the right documents can keep your family from fighting about your age-related care.
  • LONGEVITY RISKS: Keep your life savings and retirement accounts from being wiped out by long-term care costs.
  • TAXES: What are the best strategies for reducing taxes on your retirement savings and investments?
  • GIFTING MISTAKES: Why you need to be aware of joint accounts and gifting assets to your adult children.
  • ASSET TRANSFER: How to reduce or eliminate taxes, avoid probate, and pass things to your family quickly and privately.

Featured Speaker

Michael Riley, CFP®, CLU®, ChFC®

Michael Riley founded Estate and Retirement Resources, Inc. with the intent of creating an unrivaled experience for his clients. In addition to Estate and Retirement Planning, he specializes in creating Wealth Management Strategies customized for each individual. Since its establishment in 1998, Michael has strived to become one of the area's most distinguished Financial Planners. Michael's success is due to his superior attentiveness to each client's individual needs. His remarkable reputation has granted him the honor of being entrusted with the transition of his client's accounts from one generation to another. He is a regular guest on the show Retirement This Week which appears on ABC, NBC, CBS and FOX; and is a co-author of Retirement Strategies of the New Economy: A Definitive Guide To Retiring Well.

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