JOIN US FOR A COMPLIMENTARY PRESENTATION

VITAL INFORMATION ON MANAGING YOUR LIFE SAVINGS & INVESTMENTS THROUGH FLUCTUATING TAXES, HIGH INTEREST RATES, RISING INFLATION, AND A LOOMING RECESSION

Dinner Presentation For You and A Guest

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What You'll Learn

  • TAX ALERT – Mistakes that Potentially can Erode Your Life Savings by Up to 60% or More…
  • RETIREMENT INCOME...CREATING TAX-FREE MONEY FOR LIFE – Ways To create your own pension plan to never run out of money.
  • STATE OF THE ECONOMY – MINIMIZING RISKS – Are you really prepared for a market correction? Do you have a plan? Is it Updated?
  • DISCUSS THE IMPORTANCE OF WILLS, TRUSTS, AND PROBATE – The facts and changes that may drastically affect your family and life savings.
  • ACCESS TO THE FINANCIAL STRATEGIES THE WEALTHY USE – Ways they manage their money and help protect their family from taxes, lawsuits, creditors, divorce, and re-marriage.
  • TRANSFERRING YOUR MONEY – Strategies to help reduce or eliminate taxes, help avoid issues for your beneficiaries, and help pass things to your family quickly and privately.
  • MAKE YOUR MONEY WORK HARDER FOR YOU – Are you satisfied with your current returns? Are you in the best and safest investments?
  • HOW TO GENERATE HIGHER RETIREMENT INCOME – Alternative investments with tax-free and taxefficient distributions that help you preserve your ideal lifestyle in retirement.

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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