Guerra Wealth Advisors Launches “Be Retirement Ready” Workshop Series to Educate 1 Million Miami-Dade Residents by 2026

Guerra Wealth Advisors is kicking off a major new initiative designed to prepare Miami-Dade residents for retirement—with a goal of reaching and educating 1 million people by 2026. The new Be Retirement Ready Workshop series will offer free, in-person retirement education events across the county, reinforcing the firm’s commitment to financial literacy as it approaches its 40th anniversary.

First Workshop Kicks Off at University of Miami

The first event in the series will be hosted by Sebastian Guerra, founder and president of Guerra Wealth Advisors, on Saturday, May 31, 2025, at the University of Miami in Coral Gables. All registered attendees will receive a free copy of The Retirement Ready Story—a practical guide written to help individuals create a plan for financial independence and peace of mind in retirement.

What You’ll Learn at the Workshop

These free workshops are designed to simplify retirement planning with strategies that attendees can apply immediately. Topics include:

• How to maximize your Social Security benefits

• The differences between tax-deferred and tax-free retirement income

• Strategies to generate guaranteed income for life

• Ways to protect your savings from taxes, inflation, and market volatility

• Estate planning insights to help preserve your legacy for your heirs

• How to navigate financial risks with proactive, personalized planning

Building on a Legacy of Education

In addition to this new series, Guerra Wealth Advisors currently leads over 100 educational events each year across South Florida, covering everything from investment strategies to estate and tax planning. The Be Retirement Ready series is an extension of this educational mission, expanding outreach to ensure more people feel confident and prepared for life after work.

“Educating 1 million residents may sound ambitious, but it’s a goal rooted in service,” said Sebastian Guerra. “These workshops give us another way to support our community and empower people with the knowledge they need to make confident financial decisions.”

With nearly 20 years of experience, Sebastian has helped thousands of families transition smoothly into retirement. As a lifelong Miamian, his mission has always been to serve his community through trusted guidance and clear financial education.

Workshop Details

• Event: Be Retirement Ready Workshop

• Date: Saturday, May 31, 2025

• Time: 8:30 AM

• Location: University of Miami, Coral Gables, FL

• Cost: Free (registration required)

• Bonus: Complimentary copy of The Retirement Ready Story

Reserve Your Seat Today

Spots are limited, and this first workshop is expected to fill quickly. Register now at https://info.guerrawealth.com/be-retirement-ready-workshop