JOIN US FOR A COMPLIMENTARY PRESENTATION

2025 FINANCIAL OUTLOOK

Dinner Presentation For You and A Guest

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Tue Jan 21
Golden Ocala Golf and Equestrian Club
6:30pm Eastern - 8300 NW 31st Lane Rd Ocala, FL 34482
This Event Is Full This Event Has Already Taken Place
Wed Jan 22
Golden Ocala Golf and Equestrian Club
6:30pm Eastern - 8300 NW 31st Lane Rd Ocala, FL 34482
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • TAX CUTS: What happens now to the Trump Tax Cuts that were supposed to expire in 2025?
  • MARKET VOLATILITY: Post election market reactions and what that means for your long-term strategy
  • INFLATION: Can you protect your retirement assets from inflationary impacts?
  • RETIREMENT INCOME: Generating reliable and predictable income to last your lifetime
  • ESTATE TAXES AND LEGACY PLANNING: Strategies to help secure your legacy for generations to come
  • SOCIAL SECURITY: How can you maximize your benefits and protect your spouse?
Select a Date and Register

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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