PRIVATE INVITATION: Retirement Summit | August 3rd
Miami Retirement Summit Full-Day Event with NFL Hall Of Famer Dan Marino!
For South Florida Residents Aged 50-75 with Over $100K in Investable Assets.
Learn How to Secure and Grow Your Wealth with a Summit Focused on Personalized Strategies for Retirement
Welcome to the Miami Retirement Summit!
Join us for an exclusive day-long event featuring keynote speaker Dan Marino and top experts covering retirement's critical aspects: Retirement Planning, Investment Strategy, Tax Planning, Asset Protection, and Estate Planning.
This is the premier event in South Florida, crafted specifically to meet our community's unique retirement planning needs. Our mission is to educate and empower you, ensuring that work is optional, not obligatory, in your golden years.
Secure and Grow Your Wealth at the…
Miami Retirement Ready Summit Full-Day Event with NFL Hall Of Famer Dan Marino!
August 3rd
Here’s What You'll Learn:
Retirement Planning
Tailor a comprehensive retirement plan to your needs
Explore different retirement income sources
Secure a financially stable retirement
Investment Strategy
Master best practices for a diversified investment portfolio
Learn to maximize returns while managing risks
Stay adaptive with insights on current market trends
Tax Planning
Deploy effective tax-saving strategies
Understand the implications of various retirement accounts
Strategies to reduce taxes on retirement income
Asset Protection
Utilize methods to shield your assets from potential risks
Employ legal tools for safeguarding your wealth
Ensure your assets are preserved for your heirs
Estate Planning
Grasp the importance of a solid estate plan
Create wills, trusts, and other essential documents
Ensure a smooth transfer of assets to your beneficiaries
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
Empowerment and Education
Equip yourself with the knowledge to make informed financial decisions
Reach a point where work is optional
Connect with a community of like-minded individuals and experts
This summit is designed to bring together and empower pre-retirees and retirees, helping them achieve a financially secure and fulfilling retirement.
Featured Speakers
Dan Marino (keynote - Hall of Famer)
Ed Slott (IRA Expert)
Mike Bennet (Estate Planning Expert)
Maria Diaz (Former Social Security Administrator)
Sebastian Guerra (Retirement Industry Thought Leader)
Miguel Casteneda (Senior Wealth Advisor)
Jimmy Cardentey (Senior Wealth Advisor)
Miguel Rodriguez (Associate Wealth Advisor)
Here’s What You'll Learn:
Retirement Planning
Tailor a comprehensive retirement plan to your needs
Explore different retirement income sources
Secure a financially stable retirement
Investment Strategy
Master best practices for a diversified investment portfolio
Learn to maximize returns while managing risks
Stay adaptive with insights on current market trends
Tax Planning
Deploy effective tax-saving strategies
Understand the implications of various retirement accounts
Strategies to reduce taxes on retirement income
Asset Protection
Utilize methods to shield your assets from potential risks
Employ legal tools for safeguarding your wealth
Ensure your assets are preserved for your heirs
Estate Planning
Grasp the importance of a solid estate plan
Create wills, trusts, and other essential documents
Ensure a smooth transfer of assets to your beneficiaries
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
Empowerment and Education
Equip yourself with the knowledge to make informed financial decisions
Reach a point where work is optional
This summit is designed to bring together and empower pre-retirees and retirees, helping them achieve a financially secure and fulfilling retirement.
Featured Speakers
Dan Marino (keynote - Hall of Famer)
Ed Slott (IRA Expert)
Mike Bennet (Estate Planning Expert)
Maria Diaz (Former Social Security Administrator)
Sebastian Guerra (Retirement Industry Thought Leader)
Miguel Casteneda (Senior Wealth Advisor)
Jimmy Cardentey (Senior Wealth Advisor)
Miguel Rodriguez (Associate Wealth Advisor)
SPONSORS
Featured Speakers
Dan Marino
NFL Hall of Famer
Miami Dolphins Legend
Philanthropist and Advocate
Ed Slott
IRA Expert
TV Personality
Best Selling Author
Professional Speaker
Mike Bennet
CEO of EncorEstate Plans
Estate Planning Attorney
Long Time Board Member of Estate Planning Councils
Served as Local Partner for American Cancer Society
Maria Diaz
Former Administrator at Social Security Administration
35+ Years Experience in Social Security
35+ Years Experience in Social Security
TV & Radio Personality
Expert on Security Income, Medicare and SSI
Featured Speakers
Dan Marino
NFL Hall of Famer
Miami Dolphins Legend
Philanthropist and Advocate
Holds Dozens of NFL Records
Ed Slott
IRA Expert
TV Personality
Best Selling Author
Professional Speaker
Mike Bennet
CEO of EncorEstate Plans
Estate Planning Attorney
Long Time Board Member of Estate Planning Councils
Served as Local Partner for American Cancer Society
Maria Diaz
Former Administrator at Social Security Administration
35+ Years Experience in Social Security
35+ Years Experience in Social Security
TV & Radio Personality
Expert on Security Income, Medicare and SSI
Early Bird Pricing
Single Ticket
(Regular Price: $89)
$69.00
Includes access to all day event features.
Coffee and mingling opportunities.
General Admission seating.
Complimentary snacks and water.
Complimentary lunch included
VIP Ticket
(Regular Price: $179)
$149.00
An exclusive experience limited to 100 attendees.
Includes a photo opportunity with Dan Marino.
Premier seating closest to the stage.
A special gift bag with 'Retirement Ready Story' and 'The Retirement Savings Time Bomb Ticks Louder' book.
Access to a dedicated VIP line for quicker entry.
All general admission benefits, plus a gourmet lunch.
Couples Ticket
(Regular Price: $149)
$129.00
Perfect for partners looking to plan their retirement together.
Includes all benefits of Single Tickets for two.
Coffee and mingling opportunities.
General Admission seating.
Lunch for two.
Complimentary snacks and water.
EVENT INFORMATION
Start Time: 9 AM
End Time: 5 PM
Registration Starts at 8 AM
( Make sure you register at 8 am to be in your
seat by 9 am. If not, you aren’t guaranteed a seat. )
Frequently Asked Questions
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 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 presentations beginning at 9 AM sharp. The day will include options to see different presenters and presentations and will end around 5 PM.
What else should I know about the location?
Trump National in Doral is a high-end resort with golf, restaurants and a hotel. There is a flat fee for parking and valet.
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