BE RETIREMENT READY
- Retire sooner
- Optimize your investments
- Minimize your taxes
- Protect your assets
- Secure your legacy
What You'll Learn
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 dinner.
Learn financial strategies to retire with peace of mind by maximizing returns and minimizing taxes while protecting your legacy.
1 Washington Ave, Miami Beach, FL 33139
SECURE YOUR SPOT
ONLY 3 SEATS LEFT
MIAMI'S #1 RETIREMENT AND MONEY EVENT
JOIN US AT SMITH & WOLLENSKY
Thursday, October 8th 2026, 6:30 pm
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.
We created the Be Retirement Ready dinner series 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
WEALTH ADVISORS
MAURO GUERRA · JIMMY CARDENTEY · SEBASTIAN GUERRA
SEBASTIAN GUERRA
MAURO GUERRA
JIMMY CARDENTEY
President, Partner and Senior Wealth Advisor, Guerra Wealth Advisors
Founder and Senior Wealth Advisor, Guerra Wealth Advisors
Senior Wealth Advisor, Guerra Wealth Advisors
ONLY 3 SEATS LEFT
TIMER?
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 seminar 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 seminar to anyone looking to secure their financial future!"
JACK MILLER
Thursday, October 8th, 2026 at 6:30 pm
PRESENTED BY
ALBERTO QUIRANTES
BRIAN COREY
Vice-Mayor,
City of South Miami
Criminal Attorney
Former U.S. Air Force & University of Miami Professor
100,000 PREVIOUS ATTENDEES SINCE 1986
600+ 5-STAR GOOGLE REVIEWS
70,000 SOCIAL MEDIA FOLLOWERS
BE RETIREMENT READY DINNER SERIES
DINNER
SERIES
PRESENTED BY
Learn financial strategies to retire with peace of mind by maximizing returns and minimizing taxes while protecting your legacy.
Thursday, October 8th 2026 at 6:30 pm
1 Washington Ave, Miami Beach, FL 33139
Retirement Experts Will Share How To:
Retirement Experts Will Share How To:
MIAMI'S #1 RETIREMENT AND MONEY EVENT
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.
We created the Be Retirement Ready dinner series 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.
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!
JOIN US AT SMITH & WOLLENSKY
Thurs, October 8th, 6:30 pm
"Before attending the seminar, 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. Plus, the dinner was fantastic! I would definitely recommend this to friends and family."