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Introducing the Be Retirement Ready Workshop Series

In a groundbreaking stride toward improving financial literacy, Guerra Wealth Advisors has unveiled its Be Retirement Ready Workshop series. This initiative seeks to empower 1 million residents of Miami-Dade County with the knowledge and skills vital for effective retirement planning by 2026.

The First Event

The series will kick off with an initial workshop, set to take place on May 31, 2025 at the University of Miami. This inaugural session is spearheaded by Sebastian Guerra, the founder and president of Guerra Wealth Advisors. Participants attending this pivotal workshop will not only gain invaluable insights into retirement planning but will also receive a complimentary copy of The Retirement Ready Story, a comprehensive guide designed to assist individuals in securing their financial independence during retirement.

A Commitment to Financial Education

This new workshop series is a continuation of Guerra Wealth Advisors’ longstanding dedication to financial education in South Florida. With over 100 educational events annually, the firm has amassed a reputation for effectively reaching thousands of locals each year through various sessions on retirement strategy, tax planning, and estate navigation.

According to Sebastian Guerra, “Our goal to educate 1 million residents is ambitious yet grounded in a commitment to service.” This initiative underscores the firm’s mission to empower the community, guiding them to take charge of their financial future through practical knowledge and proactive planning.

What Attendees Will Learn

Participants at the Be Retirement Ready Workshop will explore a range of critical topics, including:

• - Maximizing Social Security Benefits: Understanding the best strategies to enhance your Social Security income.
• - Tax-Deferred versus Tax-Free Retirement Income: Learning the critical differences and how to utilize each effectively to bolster retirement funds.
• - Creating Guaranteed Lifetime Income Streams: Strategies to ensure a consistent income during retirement, mitigating the risks associated with market fluctuations.
• - Asset Protection Strategies: Techniques to safeguard savings and investments from unforeseen financial burdens.
• - Maximizing Estate and Legacy Transfers: Insights into passing on wealth efficiently to heirs without unnecessary taxation.
• - Navigating Market Volatility: Learning how to adapt financial plans in response to changing market conditions, ensuring stability and growth.

A Lifelong Commitment

Sebastian Guerra, a recognized authority in retirement planning, boasts nearly two decades of experience which has established Guerra Wealth Advisors as a leading firm in guiding clients through their transition from working life to retirement. His dedication stems from a desire to demystify retirement planning and provide clarity to individuals at any stage of their financial journey.

The Retirement Ready Workshop series is slated to continue throughout 2025 and 2026, with events strategically scheduled across Miami-Dade County to make educational resources accessible to all.

Event Details

• - What: Be Retirement Ready Workshop
• - When: Saturday, May 31, 2025, at 8:30 AM
• - Where: University of Miami, Coral Gables, FL
• - Cost: Free (Registration Required)
• - Included: Complimentary copy of The Retirement Ready Story

For more information and to register for the workshop, visit Guerra Wealth Advisors. Join this initiative and embark on a journey to secure a financially independent retirement today!