Valuable
Information
Combines clear guidance with real-life stories.
professional
approach
Purely educational, not sales-driven.
Easy to
Understand
Helping people make thoughtful, informed decisions.
Relatable
Scenarios
Practical “what happened when” everyday examples.
Estate planning isn’t just about documents.
It’s about people, families, and the stories that shape our lives.
Michael Riley is a highly sought-after estate planning speaker known for turning complex topics into relatable, meaningful conversations. With extensive industry experience and years of speaking to community groups and seminars, Michael delivers presentations that are educational, engaging, and easy to understand.
His unique approach combines clear guidance with real-life stories that bring estate planning concepts to life, helping audiences not only understand the material, but truly connect with it.
Schedule a Worksop Today!
To inquire about availability or discuss an upcoming event:
Call 352-732-8277 or Email: mriley@myestatepath.com
A Story-Driven Approach That Resonates
Michael takes a story-driven approach that connects with audiences by using real-world cases, relatable family scenarios, and practical “what happened when” examples instead of dense legal slides. This makes the information easier to understand, more memorable, and immediately relevant, often prompting attendees to recognize their own situations and see new perspectives. As a result, people leave feeling informed, empowered, and confident about their next steps.
His workshops are purely educational, not sales-driven. They are practical, respectful of attendees’ time, and free from high-pressure tactics, with a clear focus on helping people make thoughtful, informed decisions about protecting their families and their legacy.
READ OUR BOOK
Retirement Strategies for the New Economy
This book takes you on a journey through the triumphs of smart and solid planning, as well as guides you past the most common pitfalls that derail so many retirees. Get your free copy with any scheduled complementary consultation. We look forward to seeing you soon.
Check the background of your financial professional on FINRA’s BrokerCheck
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Estate and Retirement Resources, Inc. is not affiliated with Simplicity Investments. Member FINRA/SIPC. Insurance, Consulting, and Education services offered through Estate and Retirement Resources, Inc. Estate and Retirement Resources, Inc. is a separate and unaffiliated entity from Simplicity Wealth.
The rating by the better business bureau (“BBB”) is not an endorsement of the services or products provided by Estate and Retirement Resources, Inc. BBB accreditation does not mean that the products or services have been evaluated by BBB or that BBB has made a determination as to the quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
CONTACT
Office: 352-732-8277
Fax: 352-732-9649
Ocala Office
7500 SW 61st Ave, Suite 700
Ocala, FL 34476
Open Mon thru Fri 9am – 5pm