BE RETIREMENT READY

Retire sooner
Optimize your investments
Minimize your taxes
Protect your assets
Secure your legacy

Course Benefits

1. Retirement Planning

We'll help you determine an appropriate investment mix based on your current status in life by structuring your investments into five buckets: cash, safe growth, risky growth, health care, and legacy.

2. Investment Management

Before and at retirement, you will need to evaluate how much monthly income is needed to achieve your ideal lifestyle and ensure savings are secured to maintain your lifestyle for the entirety of your lifespan.

3. Tax Planning

Many people rely on tax preparers rather than tax strategists. Personalized strategies beyond tax preparation help you navigate how should file now and during retirement, ensuring your financial plan is tax-efficient.

4. Asset Protection

Lack of planning can devastate a lifetime of savings due to unexpected circumstances, such as lawsuits, disabilities, death, and long-term care expenses. ensuring your wealth remains protected.

5. Estate Planning

Comprehensive estate plans ensure your assets are distributed according to your wishes while minimizing family strain and avoiding probate. Establishing a POA in case of medical incapacity ensures your plans are carried out.

Make Work an Option and Not an Obligation!

Join thousands of families making work an option and not an obligation by registering for the next Be Retirement Ready workshop.

Learn financial strategies to retire with peace of mind by maximizing returns and minimizing taxes while protecting your legacy.

1330 Miller Dr, Miami, FL 33146 - Shalala Center, Senate Room

PRESENTED BY

INDUSTRY-RENOWNED
WEALTH ADVISOR

SEBASTIAN GUERRA

President, Partner and Senior Wealth Advisor

guerrawealth.com

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).

"Attending this retirement series was one of my best decisions! The information was clear, practical, and easy to understand. I confidently walked away with a better understanding of how to secure financial stability and quality of life for my retirement. The dinner was excellent, and the atmosphere made it easy to ask questions and connect with experts. I highly recommend this series to anyone looking to secure their financial future!"

JACK MILLER

Saturday, August 30th at 8:30 am

ALBERTO QUIRANTES

BRIAN COREY

Vice-Mayor,
City of South Miami

Criminal Attorney

Former U.S. Air Force & University of Miami Professor

WORKSHOP

Retirement Experts Will Share How To:

guerrawealth.com

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).

Make Work an Option and Not an Obligation!

"Before attending the series, I was overwhelmed with all the decisions I needed to make for retirement and finding advisors I could trust. The speakers provided information I could use now, that will make a big impact on my future. They covered everything from Social Security to investment strategies, and I now have a solid plan to ensure financial stability for the rest of my life. If you’re unsure about retirement planning, this information is a must!"

“As a husband and father, ensuring financial peace of mind and securing my legacy is always top of mind. The presenters are financial experts and shared retirement strategies I have not heard of elsewhere. It wasn’t a sales pitch—just honest, useful advice that helped me feel in control of my future. I would definitely recommend this to friends and family."

This educational session is designed to give you the clarity and confidence to take control of your retirement planning. You’ll learn:

How to avoid the most common retirement pitfalls that cost retirees thousands every year
Smart strategies for Social Security — when to file, how to maximize your benefit, and what to avoid
Ways to generate reliable income that can last throughout retirement, even in uncertain markets
How taxes can affect your retirement income — and steps you can take now to reduce the impact
What Medicare doesn't cover — and how to plan for potential healthcare costs
Questions to ask any advisor to ensure your plan truly puts you first

Curriculum Description

Ideal Learner

This workshop is ideal if you're:

45+ years old and retired or thinking seriously about retirement
A pre-retiree or recently retired person who wants to feel more secure about their plan
Unsure if you've saved enough — or worried about outliving your money
Curious about how Social Security, Medicare, and taxes will affect your retirement lifestyle
A household with a diversified portfolio of investments or longstanding retirement accounts

Guerra Wealth Advisors

Sebastian's financial seminars have set a standard for the information other advisors provide to their own clients.

As the main engine of our firm, Sebastian is responsible for overseeing our entire team of advisors and the service they provide to over 3,000 clients across the United States.

Meet Your Instructor

Setting the Standard

Senior Wealth Advisor & President

Secure your spot

Join us for the next Be Retirement Ready Workshop Saturday, August 30th at 8:30 AM

*This program, while located at the University of Miami, is neither the responsibility of, nor endorsed by, the University of Miami.