Have Michael Riley Speak at Your Next Function

Select dates remain for upcoming events — reserve yours today!

Estate Planning Speaker for 50+ Communities

Call Now  352.732.8277

Michael Riley Speaker - image mike-header on https://estateandretirementresources.com
Michael Riley Speaker - image  on https://estateandretirementresources.com

Have Michael Riley Speak at Your Next Function

Select dates remain for upcoming events — reserve yours today!

Call Now  352.732.8277

Michael Riley Speaker - image mike-header on https://estateandretirementresources.com
Michael Riley Speaker - image  on https://estateandretirementresources.com

Estate Planning Speaker for 50+ Communities

professional
approach

Combines clear guidance with real-life stories.  Purely educational, not sales driven.

Easy to
Understand

Turning complex topics into approachable insights aimed at making thoughtful, informed decisions.

Relatable
Scenarios

Using real world examples and narrative driven storytelling to illustrate key concerns and pain points.

Estate planning isn’t just about documents.

It’s about people, families, and the stories that shape our lives.

Michael Riley, CFP®, CLU®, ChFC®

 Michael is a keynote speaker who makes complex topics approachable and easy to understand. His primary delivery appeals to audiences’ learning styles by using narrative storytelling rather than slides. He collaborates with other professionals to deliver comprehensive solutions and education, and is seen as an experienced personal advisor guiding his clients rather than a financial salesperson. He relies heavily on building family relationships and strong personal connections with his clients. His presentations and stories are derived from his own personal experiences, combined with extensive industry experience.

Michael Riley Speaker - image Mike-speaking2 on https://estateandretirementresources.com

Call Now  352.732.8277

Schedule a Workshop Today!

To inquire about availability or discuss an upcoming event:

Call 352-732-8277 or Email: officeadministration@ocalaerr.com

Michael Riley Speaker - image Mike-Riley-Speakers-Reel_v1.00_01_20_55.Still006 on https://estateandretirementresources.com

These workshops are ideal for a wide range of groups and communities:

  • Active adults aged 50 and over

  • HOA-sponsored educational events

  • Retirement and social clubs

  • Church or faith-based organizations

  • Community centers

Call Now  352.732.8277

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, designed to be practical and respectful of attendees’ time while remaining free from high-pressure tactics, with a clear focus on helping people make thoughtful, informed decisions about protecting their families and their legacy, and audiences leave with a greater understanding of complex topics, a new perspective on their current situation, and actionable next steps they can implement immediately

Estate and Retirement Resources, Inc.

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.

Michael Riley Speaker - image  on https://estateandretirementresources.com
Michael Riley Speaker - image  on https://estateandretirementresources.com
Michael Riley Speaker - image  on https://estateandretirementresources.com
Michael Riley Speaker - image CLU on https://estateandretirementresources.com
Michael Riley Speaker - image  on https://estateandretirementresources.com
Estate and Retirement Resources, Inc. BBB Business Review

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