Webinar: 2025 Strategies for Taxes, Retirement, Investments, LTC and Your Legacy by Ideas by Mike, LLC

About This Webinar

Join us for an engaging webinar, Strategies for 2025: Planning for Taxes, Retirement, Investments, LTC, and Your Legacy. This session is designed to help you navigate the complexities of financial planning with clarity and confidence.

In this one-hour session, we'll explore actionable strategies to:

- Optimize Tax Planning: Understand potential changes for 2025 and how to leverage them.
- Enhance Retirement Savings: Align your goals with smart, future-focused decisions.
- Maximize Investments: Discover opportunities to strengthen your portfolio amidst market trends.
- Plan for Long-Term Care (LTC): Secure your future and protect your loved ones.
- Build a Meaningful Legacy: Make thoughtful decisions that reflect your values and aspirations.
- Whether you're just starting out or refining your financial strategy, this webinar will provide practical insights and tools to guide you into 2025 with confidence.

Reserve your spot today and start planning for the future you deserve!

S. Michael Milligan

CFP®, AIF®, AIC

I got into this business at the age of 11 years old, sitting around the dining room table with my grandmother. She asked me to help count her money at the end of a long workday. She didn’t have a bank account so we stored her money in used coffee cans; I became her CFO at that young age.

She pushed me to be an entrepreneur and to help people. So, essentially my first client was my grandmother who sold collard sandwiches for a living. My investment philosophy really hasn’t changed. Count every penny, count every nickel, count every dime, count every quarter. And when you add them up at the end of each day, put a purpose to them.