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 Retirement Ready University class.

PRESENTED BY

INDUSTRY-RENOWNED 
WEALTH ADVISOR

SEBASTIAN GUERRA

guerrawealth.com

305-448-1011

Investment advisory services are offered through Guerra Advisors Inc., a SEC Registered Investment Adviser (RIA). The Firm markets its services under the name Guerra Wealth Advisors.

"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

ALBERTO QUIRANTES

BRIAN COREY

Vice-Mayor,
City of South Miami

Criminal Attorney 

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

Learn How To:

guerrawealth.com

305-448-1011

Investment advisory services are offered through Guerra Advisors, Inc., a SEC Registered Investment Adviser (RIA). The Firm markets its services under the name Guerra Wealth Advisors.

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."

Airing on Saturday or Sunday on NBC channel 6, FOX channel 7, and CBS channel 4

Meet Your Instructor

Host of Weekly Retirement Ready TV Show

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

Curriculum

Retirement Planning

• What age should I retire?
• When should I start getting Social Security?
• How much should I have before I retire?
• How do I create my own pension?
• How much should I withdraw from my investments?

Investment Optimization

• How much should I have in the stock market?
• How much should I have in bonds?
• Should I be using annuities?
• Should I be buying rental real estate?
• Should I be investing into private equity?
• Should I invest in crypto?

Tax Minimization

• Avoiding income tax on IRAs and 401k’s
• How to convert to Roth and avoid taxation?
• How to avoid IRMAA penalties
• How to avoid taxation on Social Security?
• How to avoid taxation as a business owner?
• How to use real estate for tax strategies?

Asset Protection Planning

• How much life insurance should I have?
• How much long-term care insurance should i have?
• How much should be my umbrella policy?
• How should my home insurance be set up for lawsuit protection?
• What types of corporations should I have?

Estate Planning

• How to set up your living will?
• How to set up your durable power of attorney?
• How to set up your healthcare directive?
• How to set up your Revocable Living Trust
• How to keep your wealth in your bloodline?

PRESENTED BY

INDUSTRY-RENOWNED 
WEALTH ADVISOR

SEBASTIAN GUERRA

SEBASTIAN GUERRA

President, Partner and Director of Financial Planning

Guerra Wealth Advisors

Airing on Saturday or Sunday on NBC channel 6, FOX channel 7, and CBS channel 4

Educating families monthly on comprehensive financial planning at the Retirement Ready University

Meet Your Instructor

Host of Weekly Retirement Ready TV Show

Educator at the University of Miami

National Mentor for Financial Advisors

Setting the standard across the country by mentoring hundreds of advisors at major wealth management conferences

President & Director of Financial Planning

Helping thousands of client families be retirement ready with more than 70 team members at Guerra Wealth Advisors

Educator at the University of Miami

Educating families on comprehensive financial planning at the Retirement Ready University

National Mentor for Financial Advisors

Setting the standard across the country by mentoring hundreds of advisors at major wealth management conferences

President & Director of Financial Planning

Helping thousands of client families be retirement ready with more than 70 team members at Guerra Wealth Advisors

Saturday, October 25th at 8:30 am