#1 RETIREMENT EVENT IN SOUTH FLORIDA
2026 Miami
Retirement
Summit
South Florida Pre-Retirees And Retirees: Spend One Morning At The Biltmore Hotel And Gain Real Direction On The Financial Decisions That Shape Your Retirement
Sebastian Guerra
Miami’s Top Wealth Advisor
Sebastian Guerra
Miami’s Top Wealth Advisor
Registration Closing In
10+
Years Hosting Workshops
100+
Workshops Per Year
3rd
Annual Summit
400+
Attendees In Year 1
10+
Years Hosting Workshops
100+
Workshops
Per Year
3rd
Annual Summit
400+
Attendees In Year 1
Past Keynote Speakers:
Dan Marino
Trump Doral
Year 1
Year 1
Erik Spoelstra
Intercontinental Hotel
Year 2
Year 2
Mayor Vince Lago
The Biltmore Hotel
Year 3
Year 3
Which Of These Applies To Your Retirement Right Now?
I have a CPA, a financial advisor, and an estate attorney, but they don't talk to each other
I'm not sure when to take Social Security
I'm concerned about rising property taxes and the cost of living in South Florida
I worry about market volatility eroding my retirement income
My income, taxes, healthcare, and legacy plans aren't fully coordinated
I'm not certain my estate plan reflects my current wishes
I want to understand how taxes will affect my retirement income
I'm planning to retire in the next several years
If You Checked One Or More, This Event Was Built For You
Proceeds Benefit St. Jude Children's Research Hospital
Agenda Topics:
This summit is designed to bring together and empower pre-retirees and retirees, helping them achieve a financially secure and fulfilling retirement.
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.
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Learn why a weak or outdated estate plan can create confusion, delays, and unnecessary costs for your family, and how wills, trusts, and essential documents may help ensure a smoother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.
Social Security Timing
Considerations for when to take Social Security and how timing affects lifetime income.
From Past Miami Retirement Summits
Spend One Focused Morning At The Biltmore Hotel Gaining Direction On The Financial Decisions That Shape Your Retirement
Proceeds Benefit St. Jude Children's Research Hospital
Choose Your Ticket Option
General Admission
GA Single
$47
$47
Half-day morning education
Complimentary coffee and light bites
Event gift bag
GA Pair
$77
$77
All GA Single benefits for two attendees
GA Bundle of 4
$127
$127
All GA Single benefits for four attendees
VIP Experience
VIP Single
$97
$97
All GA benefits, plus:
Photo with Coral Gables Mayor Vince Lago
Complimentary lunch
VIP Pair
$147
$147
All VIP Single benefits for two attendees
VIP Bundle of 4
$187
$187
All VIP Single benefits for four attendees
Who This Morning Is Built For
South Florida residents age 50 and up
Pre-retirees and retirees in Miami-Dade County
Those approaching retirement who want a coordinated view of income, taxes, healthcare, and legacy
Those concerned about market volatility, property taxes, insurance premiums, and the cost of living in South Florida
Anyone interested in learning more about retirement planning specific to South Florida
Reserve Your Seat For South Florida's Largest Retirement Event Of Its Kind!
Meet Your Host
Sebastian Guerra
Author, National Speaker, Partner of Guerra Wealth Advisors
Brian Corey is part of the team at Guerra Wealth Advisors, a full-service retirement planning firm based in Miami, Florida.
Guerra Wealth Advisors provides comprehensive retirement income planning, investment management, tax planning, asset protection, estate planning, and Social Security planning services, all under one roof.
The team has hosted 100+ workshops per year for the past decade, making them the most prolific retirement educators in South Florida.
This is the 3rd annual Miami Retirement Summit. Past keynote speakers include Dan Marino (Year 1) and Erik Spoelstra (Year 2).
Coral Gables Mayor Vince Lago headlines the 2026 Summit.
Sebastian Guerra
Author, National Speaker, Partner of Guerra Wealth Advisors
Sebastian Guerra is part of the team at Guerra Wealth Advisors, a full-service retirement planning firm based in Miami, Florida.
Guerra Wealth Advisors provides comprehensive retirement income planning, investment management, tax planning, asset protection, estate planning, and Social Security planning services, all under one roof.
The team has hosted 100+ workshops per year for the past decade, making them the most prolific retirement educators in South Florida.
This is the 3rd annual Miami Retirement Summit. Past keynote speakers include Dan Marino (Year 1) and Erik Spoelstra (Year 2).
Coral Gables Mayor Vince Lago headlines the 2026 Summit.
Hear From Past Miami Retirement Summit Attendees
2026 MIAMI RETIREMENT
SUMMIT
Tickets From $47
Proceeds benefit St. Jude Children's Research Hospital
Half-day morning retirement education
Headlined by Coral Gables Mayor Vince Lago
Complimentary coffee, light bites, and an event gift bag included
Proceeds benefit St. Jude Children's Research Hospital
You'll Learn:
How to think through turning savings and investments into a reliable retirement income
How are different income sources taxed in retirement
How to think through Social Security timing
How to navigate healthcare costs and Medicare decisions
How to coordinate asset protection and estate planning
How South Florida realities affect your retirement (cost of living, property taxes, longevity)
Every Ticket Includes:
Half-day morning education at The Biltmore Hotel
Complimentary coffee and light bites
Event gift bag
VIP Tickets Also Include:
Photo with Coral Gables Mayor Vince Lago
Complimentary lunch
Frequently Asked Questions
When and where is the Miami Retirement Summit 2026?
Saturday, August 29th at The Biltmore Hotel in Coral Gables, Florida.
Who is the Miami Retirement Summit for?
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.
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?
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.
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.
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 Hotel.
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.
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 [email protected]. We’re here to help and will get back to you as soon as possible.
Proceeds benefit St. Jude Children's Research Hospital
©2026 Guerra Wealth Advisors. All Rights Reserved.