Webinar: Optimizing Your Retirement: 2025 Updates & Strategies by Ideas by Mike, LLC

About This Webinar

Join us for our webinar, "Optimizing Your Retirement: 2025 Updates & Strategies," where we’ll break down what’s happening right now and what’s ahead.

From new tax laws and market trends to retirement account updates, we’ll cover the key strategies you need to protect and grow your wealth. We will also share how we put together a one-of-a-kind financial plan for your one-of-a-kind life. Which includes,

Tax Planning – Strategies to reduce your tax burden now and in retirement

Retirement Planning – Ensuring your goals, timelines, and lifestyle needs are aligned

Income Planning – Building a dependable stream of income you won’t outlive

Investment Management – Positioning your portfolio for growth, stability, and purpose

Long-Term Care & Legacy Planning – Protecting your future and preserving your impact

Whether you’re nearing retirement or already there, this session will give you the knowledge and confidence to make informed financial decisions.

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.