Miami Retirement Summit
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Miami Retirement Summit

By Guerra Wealth Advisors

Full-Day Event with 2-Time NBA Champion Coach and Miami Leader Erik Spoelstra! The Premier Retirement Event in South Florida.

Date and time

Location

InterContinental Miami, an IHG Hotel

100 Chopin Plaza Miami, FL 33131

Good to know

Highlights

  • 7 hours, 30 minutes
  • In person
  • Doors at 8:00 AM

Refund Policy

No Refunds

About this event

Business • Finance

Retirement reimagined.

Join us at the largest retirement event in Miami at the InterContinental on September 13, 2025 at 8:30 AM. This event is for ages 40+.

This summit is designed to bring together and empower pre-retirees and retirees, helping them achieve a financially secure and fulfilling retirement. Enjoy access to all lectures along with complimentary coffee, snacks and lunch with your event pass.

Speakers include Head Coach of the Miami Head, Erik Spoelstra, Expert on Tax, Legal and Economic Policies and Partner of The Washington Update, Jeff Bush, Former Social Security Administrator, Maria Diaz, and President, Partner and Senior Wealth Advisor of Guerra Wealth Advisors, Sebastian Guerra.

Frequently asked questions

What is included with my ticket purchase?

Upon arrival, there will be coffee and mingling, followed by educational presentations, and a complimentary lunch.

How long should I plan to be there?

Arrival and check-in starts at 8 AM with doors opening at 8:30 AM. The day will include options to see different presenters, and presentations will end around 4 PM.

What can I expect from attending this summit?

This is an all-day educational event on five key areas including retirement planning, investment management, asset protection, tax planning and estate planning.

What else should I know about the location?

The Intercontinental is a luxury hotel in Downtown Miami featuring city and waterfront views, modern amenities, restaurants and a rooftop. There is valet parking, as well as parking across the street at One Biscayne Tower. Dress code is business casual.

What will I learn about the unique aspects of retirement in South Florida?

Discover specific retirement requirements and opportunities unique to South Floridians. Understand local market and economic factors. Leverage South Florida's unique advantages for a comfortable retirement.

Who is the Miami Retirement Summit for?

The Miami Retirement Summit is for individuals and families looking to maximize their investment returns/income, minimize taxes, and protect their legacy. If you have doubts or concerns regarding these areas before, during, or after retirement then this is the event for you.

What is the dress code?

Business Casual or Smart Casual. The Miami Retirement Summit attracts pre-retirees and retirees that are serious about their investments, retirement income and legacy. Think professional but casual.

Can I upgrade my ticket?

Yes, ticket upgrades are available. To upgrade, please contact the Events Team at Guerra Wealth by emailing marketing@guerrawealth.com or by calling (305) 448-1011.

Can I bring a guest with me?

Yes, guests are welcome to attend; however, each guest must have either own registration pass. Each individual is required to register prior to the event to ensure proper accommodations and seating.

Are pets allowed at the event?

Pets are not allowed. Only registered service animals are allowed inside the venue in accordance with ADA guidelines.

Will the event be recorded?

No, the event WILL NOT be available to be viewed after Sept. 13th, 2025. This is why we encourage you to make all arrangements necessary to attend.

Organized by

Guerra Wealth Advisors

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50% off applied
From $57.23
Sep 13 · 8:30 AM EDT