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Free Live Educational Event

Estate Planning Workshops in Ocala

Join us for a complimentary retirement and estate planning workshop. Learn the essentials of retirement income, wills, trusts, and estate plans in a relaxed, no-pressure setting.

Reserve My Seat
Register for a Free Workshop
6:30 PM, dinner served
Golden Ocala Golf & Equestrian Club
Complimentary, seats limited

What You Will Learn

An evening of clear, practical answers

No jargon and no pressure, just the essentials that help Ocala families retire and pass on a legacy with confidence.

Wills & Trusts

What each one does, and which fits your family and your goals.

Avoiding Probate

How to spare your family the delay, cost, and stress of probate court.

Retirement Income

Turning savings into a dependable paycheck that lasts through retirement.

Reducing Taxes

Smart, legal ways to keep more of what you have earned in retirement.

Social Security

How and when to claim benefits to get the most over your lifetime.

Protecting Your Legacy

Making sure what you leave behind reaches the people you love.

Upcoming Workshops

Reserve your seat at an Ocala workshop

Two convenient evenings, complimentary dinner included. Seats fill fast, so please reserve early.
Tue
15
Sep 2026
Retirement, Wills, Trusts & Estate Plans

Estate Planning Workshop

6:30 PM · Golden Ocala Golf & Equestrian Club · complimentary dinner. Please arrive 30 minutes early.
Register Free
Thu
17
Sep 2026
Retirement, Wills, Trusts & Estate Plans

Estate Planning Workshop

6:30 PM · Golden Ocala Golf & Equestrian Club · complimentary dinner. Please arrive 30 minutes early.
Register Free
Golden Ocala Golf & Equestrian Club · 8300 NW 31st Lane Rd, Ocala, FL 34482

Why Attend

Education first, no pressure

Our workshops are built to inform, not to sell. You will get straight answers from a local CFP® professional and leave with a clearer picture of your plan, whether or not we ever work together.
  • Completely complimentary: The seminar and dinner are on us.
  • Relaxed setting: A comfortable evening at Golden Ocala, not a sales pitch.
  • Led by a CFP® professional: Real expertise, in plain language.
  • Bring your spouse and questions: Guests are always welcome.
  • Walk away with a plan: Attendees receive a personalized Welcome Kit.

Full Schedule

Upcoming workshop dates

Every workshop begins at 6:30 PM at Golden Ocala Golf & Equestrian Club, with a complimentary dinner. Please arrive 30 minutes early. Seats are limited, so reserving ahead is recommended.

  • 2026 Schedule

  • September

    Golden Ocala Golf & Equestrian Club

  • October

    Golden Ocala Golf & Equestrian Club

  • November

    Golden Ocala Golf & Equestrian Club

  • 2027 Schedule

  • January

    Golden Ocala Golf & Equestrian Club

  • February

    Golden Ocala Golf & Equestrian Club

  • March

    Golden Ocala Golf & Equestrian Club

  • April

    Golden Ocala Golf & Equestrian Club

  • May

    Golden Ocala Golf & Equestrian Club

  • June

    Golden Ocala Golf & Equestrian Club

Golden Ocala Golf & Equestrian Club · 8300 NW 31st Lane Rd, Ocala, FL 34482

For Workshop Guests

Leave with your personalized Welcome Kit

Not a generic brochure, a real plan you can hold. Every attendee receives a printed kit prepared just for them.
01

Estate Plan Documents Review

A review of your documents by a licensed attorney.
02

Peace of Mind Checklist

Your vital documents, organized in one place.
03

Investment Fee Report

Your real investment costs, uncovered.
04

Retirement Strategies Book

A free copy of “Retirement Strategies for the New Economy.”

Meet Your Host

Guidance from a local CFP® professional

Your workshop is led by Michael Riley, a CERTIFIED FINANCIAL PLANNER™ professional who has spent his career helping Ocala-area families retire with confidence and protect what they have built. He answers the phone, and he will answer your questions.
This workshop is ideal for you if you are:
  • A retiree or within ten years of retirement near Ocala
  • Unsure whether your will or trust is still up to date
  • Worried about probate, taxes, or leaving a clean legacy
CFP®
CLU
ChFC
Fiduciary

Common Questions

Workshop questions, answered

Yes. The workshop and the dinner are complimentary, with no cost and no obligation. It is our way of giving back to the Ocala community and introducing ourselves.

No. These are educational events, not sales presentations. If you would like a personal consultation afterward, we are glad to schedule one, but there is never any pressure.

Absolutely, and we encourage it. Estate and retirement decisions are usually made together, so please bring the people who are part of yours. All attendees must be registered and confirmed. 

Just bring your questions. You do not need to bring documents or account statements to attend.

At the Golden Ocala Golf & Equestrian Club, 8300 NW 31st Lane Rd, Ocala. Please plan to arrive about 30 minutes early.

Reach out and we will let you know about upcoming dates, or schedule a complimentary one-on-one visit at our Ocala office instead.

LET'S TALK

See What Estate and Retirement Resources Can Do For You

No cost, no obligation — just a conversation about your goals with a local CFP® professional. Bring your questions; you’ll leave with clarity (and a free copy of our book).

Register Now
Call 352-732-8277