TICKET PROCEEDS BENEFIT ST.JUDE
Retirement Reimagined.
Join thousands of families making work an option and not an obligation by attending the Miami Retirement Summit.
MIAMI'S #1 RETIREMENT AND MONEY EVENT
JOIN US AT THE BILTMORE HOTEL MIAMI
Saturday, August 29th
Since 1986, Guerra Wealth Advisors has been a catalyst for transformation, helping countless families redefine their retirement by aligning their financial strategy with their unique goals, needs, and values.
The Miami Retirement Summit was created to empower attendees with practical and actionable takeaways. These are tips you're not likely to receive when discussing wealth management decisions with your accountant or banker, but they are crucial for your financial success.
If you're eager to take the next step toward the future you desire, we invite you to expand your financial knowledge with us and Be Retirement Ready.
PRESENTED BY
INDUSTRY-RENOWNED
ADVISORS & EXPERTS
Author, National Speaker,
Partner of Guerra Wealth Advisors
SECURE YOUR FREE GENERAL ADMISSION TICKET
AVAILABLE UNTIL AUGUST 28TH
SAT, AUGUST 29TH AT 8:30 AM
305-448-1011
Guerra Wealth Advisors is a division of Guerra Advisors, Inc. Investment advisory services are offered through Guerra Wealth Advisors, a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Insurance products and services are offered and sold through Guerra Advisory Services by individually licensed and appointed agents. Securities are offered separately through Guerra Advisors, Inc., a registered Financial Industry Regulatory Authority (FINRA) member and the Securities Investor Protection Corporation (SIPC).
305-448-1011
Guerra Wealth Advisors is a division of Guerra Advisors, Inc. Investment advisory services are offered through Guerra Wealth Advisors, a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Insurance products and services are offered and sold through Guerra Advisory Services by individually licensed and appointed agents. Securities are offered separately through Guerra Advisors, Inc., a registered Financial Industry Regulatory Authority (FINRA) member and the Securities Investor Protection Corporation (SIPC).
Retirement Reimagined.
Mayor of Coral Gables
This one-morning event is designed for individuals and families age 50+ who want to better understand how to retire within the next 5 years, optimize taxes,
protect their wealth, and avoid common mistakes that could impact their income, legacy, and lifestyle. Rethink what retirement means to you and embrace the idea of "freedom on your terms."
Reimagine Retirement and Freedom.
Reimagine Retirement and Freedom.
This one-morning event is designed for individuals and families age 50+ who want to better understand how to retire within the next 5 years, optimize taxes, protect their wealth, and avoid common mistakes that could impact their income, legacy, and lifestyle. Rethink what retirement means to you and embrace the idea of
"freedom on your terms."
ALL-DAY EVENT WITH
CORAL GABLES MAYOR VINCE LAGO
REIMAGINE RETIREMENT, LIFESTYLE AND FREEDOM AT THE
SAT, AUGUST 29TH
Start Time: 8:30 am
End Time: 12 pm
VIP Lunch: 12 pm-1:30 pm
Registration starts at 8 am.
Secure Your Seat Below
For a limited time, General Admission tickets are free.
SINGLE TICKET
Agenda Topics
Retirement Planning
Learn how to get to a point where work becomes an option and not an obligation, know exactly what your Freedom Number is, and avoid running out of money after you retire.
AT THE SUMMIT
This summit is designed to bring together and empower pre-retirees and retirees, helping them achieve a financially secure and fulfilling retirement.
Investment Strategy
Learn how to get to a point where work becomes an option and not an obligation, know exactly what your Freedom Number is, and avoid running out of money after you retire.
Tax Planning
Learn how taxes can quietly reduce your retirement income if you do not plan ahead, and discover strategies that may help you reduce taxes on retirement accounts, income distributions, and long-term wealth.
Asset Protection
Learn how one lawsuit, healthcare event, or unexpected financial risk could threaten what you spent a lifetime building, and how proper planning may help shield your assets and preserve more wealth for your heirs.
Estate Planning
Learn why a weak or outdated estate plan can create confusion, delays, and unnecessary costs for your family, and how wills, trusts, and essential documents may help ensure a smoother transfer of assets to your beneficiaries.
Frequently Asked Questions
What is included with my ticket purchase?
Will lunch be included?
Yes, all VIP ticket holders will have a private lunch with partners of Guerra Wealth Advisors and Coral Gables Mayor Vince Lago.
Where is parking available?
You have two options. There is self-parking and valet parking.
Additional parking details will be shared with registered attendees prior to the event.
What is the Dress Code?
Business Casual or Smart Casual. The Miami Retirement Summit attracts pre-retirees and retirees who are serious about their investments, retirement income, and legacy. Think professional but comfortable for a Saturday morning event at The Biltmore.
Can I upgrade my GA ticket to VIP after purchase?
Business Casual or Smart Casual. The Miami Retirement Summit attracts pre-retirees and retirees who are serious about their investments, retirement income, and legacy. Think professional but comfortable for a Saturday morning event at The Biltmore.
Can I bring additional guests with me?
Yes, guests are welcome to attend; however, each guest must have their own registration pass. Each individual is required to register prior to the event to ensure proper accommodations and seating.
Is the event accessible for people with disabilities?
Yes, the venue is wheelchair accessible. If you require additional accommodations, please contact our team in advance so we can assist you.
Are pets allowed at the event?
Pets are not allowed. Only registered service animals are allowed inside the venue in accordance with ADA guidelines.
What is the refund or cancellation policy?
All ticket sales are final. Refunds are not offered for the Miami Retirement Summit.
However, tickets are transferable if you are unable to attend. Please call or text (305) 509-5261 for assistance.
Is there an option to attend the event virtually?
No. The Miami Retirement Summit is a fully in-person experience. The event is intentionally designed to be immersive and built around in-the-room moments. To get the full value of The Miami Retirement Summit, you need to be in the room.
Who can I contact if I have additional questions or need support?
For any questions or assistance, please reach out to our team at marketing@guerrawealth.com. We’re here to help and will get back to you as soon as possible.
When and where is the Miami Retirement Summit 2026?
Saturday, August 29th at The Biltmore Hotel in Coral Gables, Florida.
For individuals and families above the age of 50 who are serious about getting to a point where work becomes an option and not an obligation while maximizing returns, minimizing taxes, and protecting their legacy.
This event is NOT for those looking to get rich quick. This is for those looking to protect and grow what they’ve already built.
Who is the Miami Retirement Summit for?
Why attend the Miami Retirement Summit if I already have a financial advisor?
Many attendees already have a financial advisor. The Miami Retirement Summit is designed to help you ask better questions, identify potential gaps, and better understand the key areas that can impact retirement.
The goal is to provide education and clarity around retirement income, taxes, investments, estate planning, and legacy so you can feel more confident about the plan you already have or the decisions still ahead.
Will I be able to meet the speakers?
POWERED BY
MORNING EVENT WITH
CORAL GABLES MAYOR
VINCE LAGO
REIMAGINE RETIREMENT, LIFESTYLE AND FREEDOM AT THE
SAT, AUGUST 29TH
Start Time: 8:30 am
End Time: 12 pm
VIP Lunch: 12 pm-1:30 pm
Registration starts at 8 am.
INDUSTRY-RENOWNED
ADVISORS & EXPERTS
Author, National Speaker,
Partner of Guerra Wealth Advisors
The Mayor of Coral Gables
Agenda Topics
Retirement Planning
Learn how to get to a point where work becomes an option and not an obligation, know exactly what your Freedom Number is, and avoid running out of money after you retire.
AT THE SUMMIT
This summit is designed to bring together and empower pre-retirees and retirees, helping them achieve a financially secure and fulfilling retirement.
Investment Strategy
Learn how to optimize your investments for long-term growth while protecting your principal, generating income for the rest of your life, and minimizing unnecessary investment fees.
Tax Planning
Learn how taxes can quietly reduce your retirement income if you do not plan ahead, and discover strategies that may help you reduce taxes on retirement accounts, income distributions, and long-term wealth.
Asset Protection
Learn how one lawsuit, healthcare event, or unexpected financial risk could threaten what you spent a lifetime building, and how proper planning may help shield your assets and preserve more wealth for your heirs.
Estate Planning
Learn why a weak or outdated estate plan can create confusion, delays, and unnecessary costs for your family, and how wills, trusts, and essential documents may help ensure a smoother transfer of assets to your beneficiaries.
Frequently Asked Questions
When and where is the Miami Retirement Summit 2026?
Saturday, August 29th at The Biltmore Hotel in Coral Gables, Florida.
For individuals and families above the age of 50 who are serious about getting to a point where work becomes an option and not an obligation while maximizing returns, minimizing taxes, and protecting their legacy.
This event is NOT for those looking to get rich quick. This is for those looking to protect and grow what they’ve already built.
Who is the Miami Retirement Summit for?
Why attend the Miami Retirement Summit if I already have a financial advisor?
Many attendees already have a financial advisor. The Miami Retirement Summit is designed to help you ask better questions, identify potential gaps, and better understand the key areas that can impact retirement.
The goal is to provide education and clarity around retirement income, taxes, investments, estate planning, and legacy so you can feel more confident about the plan you already have or the decisions still ahead.
Will I be able to meet the speakers?
Yes, select opportunities may be available to meet speakers throughout the event.
VIP ticket holders will also have access to a private post-event experience, including lunch with partners of Guerra Wealth Advisors and Coral Gables Mayor Vince Lago.
If I’m already retired, should I attend?
Yes. Retirement planning does not stop once you retire.
This event is valuable for retirees who want to better understand income planning, taxes, market volatility, Social Security, estate planning, and how to help protect their wealth throughout retirement.
If I can’t attend, can I transfer my ticket to someone else?
Yes, tickets are transferable. Please contact us by texting or calling (305) 509-5261 and our team will help you complete the transfer.
Are there any group rates available?
Can I be a sponsor?
Yes, we are expecting to host 500 high-net-worth individuals at this event. If you feel this event is appropriate for your organization and would like to know more about sponsorship opportunities, please contact us at (305) 548-2350.
What is included with my ticket purchase?
Upon arrival, there will be coffee and mingling, followed by educational presentations focused on retirement planning, tax strategies, investment management, income planning, and legacy.
VIP ticket holders will also receive access to a private post-event experience.
Will lunch be included?
Yes, all VIP ticket holders will have a private lunch with partners of Guerra Wealth Advisors and Coral Gables Mayor Vince Lago.
You have two options. There is self-parking and valet parking.
Additional parking details will be shared with registered attendees prior to the event.
Where is parking available?
What is the Dress Code?
Business Casual or Smart Casual. The Miami Retirement Summit attracts pre-retirees and retirees who are serious about their investments, retirement income, and legacy. Think professional but comfortable for a Saturday morning event at The Biltmore.
What is the Dress Code?
Business Casual or Smart Casual. The Miami Retirement Summit attracts pre-retirees and retirees who are serious about their investments, retirement income, and legacy. Think professional but comfortable for a Saturday morning event at The Biltmore.
Can I upgrade my GA ticket to VIP after purchase?
Yes, ticket upgrades are available. To upgrade, please contact the Events Team at Guerra Wealth Advisors by calling or texting (305) 509-5261.
Can I bring additional guests with me?
Yes, guests are welcome to attend; however, each guest must have their own registration pass. Each individual is required to register prior to the event to ensure proper accommodations and seating.
Is the event accessible for people with disabilities?
Yes, the venue is wheelchair accessible. If you require additional accommodations, please contact our team in advance so we can assist you.
Are pets allowed at the event?
Pets are not allowed. Only registered service animals are allowed inside the venue in accordance with ADA guidelines.
What is the refund or cancellation policy?
All ticket sales are final. Refunds are not offered for the Miami Retirement Summit.
However, tickets are transferable if you are unable to attend. Please call or text (305) 509-5261 for assistance.
What is the refund or cancellation policy?
No. The Miami Retirement Summit is a fully in-person experience. The event is intentionally designed to be immersive and built around in-the-room moments. To get the full value of The Miami Retirement Summit, you need to be in the room.
Who can I contact if I have additional questions or need support?
For any questions or assistance, please reach out to our team at marketing@guerrawealth.com. We’re here to help and will get back to you as soon as possible.
THANK YOU TO OUR SPONSORS
This event is for ages 50+
This event is for ages 50+
AS SEEN ON
AS SEEN ON
Yes. Retirement planning does not stop once you retire.
This event is valuable for retirees who want to better understand income planning, taxes, market volatility, Social Security, estate planning, and how to help protect their wealth throughout retirement
If I’m already retired, should I attend?
If I can’t attend, can I transfer my ticket to someone else?
Yes, tickets are transferable. Please contact us by texting or calling (305) 509-5261 and our team will help you complete the transfer.
Are there any group rates available?
Yes. If you are looking to invite more than 10 individuals, please text or call (305) 509-5261.
Can I be a sponsor?
Yes, we are expecting to host 500 high-net-worth individuals at this event. If you feel this event is appropriate for your organization and would like to know more about sponsorship opportunities, please contact us at (305) 548-2350.
Upon arrival, there will be coffee and mingling, followed by educational presentations focused on retirement planning, tax strategies, investment management, income planning, and legacy.
VIP ticket holders will also receive access to a private post-event experience.
You only retire once. Don't make a mistake.
Join us at The Biltmore Hotel on Saturday, August 29th at 8:30 AM for one morning designed to help you make smarter decisions before and during retirement.
THANK YOU TO OUR SPONSORS
Together, we can make a difference in the lives of children and families.
PRESENTED BY
TICKET PROCEEDS BENEFIT ST.JUDE
Together, we can make a difference in the lives of children and families.
Secure Your Seat
For a limited time, General Admission tickets are free.
SINGLE TICKET