Understand Your Retirement Tax Exposure
Learn how today's tax decisions could impact your income, healthcare and legacy.
Join Tampa Bay investors, pre-retirees and retirees for one focused day of investment and retirement education with Rebecca Walser and special guest Charles Payne.
Join Tampa Bay investors, pre-retirees and retirees for a focused day of education with Rebecca Walser and special guest Charles Payne.
Single$47Couple$67VIP from$97
Single, Couple & VIP tickets available · Limited seating
Launched by
Learn how today's tax decisions could impact your income, healthcare and legacy.
Discover strategies to help reduce risk and keep more of what you've built.
Get expert insights on the key questions that matter most, and what to consider.
0+
Years in tax
law & finance
0×
Investopedia
Top 100 advisor
0
Seats
available
Three market voices. One room. One day of perspective.
Featured guest
Host, Making Money with Charles Payne · Fox Business
Charles Payne has spent four decades reading markets from the inside. He founded Wall Street Strategies in 1991 and has built a career translating market complexity into practical perspective for everyday investors.
Keynote speaker
Founder, CEO & CIO
Walser Wealth Management
Licensed tax attorney and wealth strategist focused on helping investors, pre-retirees and retirees understand the tax exposure traditional retirement plans often overlook.
Guest speaker
Chief Market Economist
AE Wealth Management
More than 35 years in markets, with a talent for translating complex economic conditions into clear, practical perspective.
My CPA, my attorney, and my advisor have never spoken to each other.
I'm not sure how AI, changing markets, and the growing competition for capital could affect my portfolio.
Most of my savings sits in a 401(k) or IRA that has never been taxed.
One bad market year early in retirement would change my whole plan.
I have savings, but no written plan for how it actually turns into a paycheck.
My will, trust, and beneficiary forms are more than five years old.
Healthcare and long-term care costs are the part I've thought about least.
I'm retiring in the next one to five years and I want a second opinion first.
If you checked even one, this day was built for you.
Reserve your seat, from $47You leave with questions worth asking and a clearer sense of where your plan has gaps. Some of the topics include:
How AI is reshaping the global economy, disrupting industries, and creating new risks and opportunities. Learn why investment strategies may need to adapt as the AI revolution accelerates.
A framework where every dollar is assigned a specific job and every financial decision passes through the Tax Lens, bringing income, investments, taxes, healthcare, and estate planning under one coordinated strategy.
How proactive tax planning may help protect more of what you have built. Explore the impact of withdrawal strategies, Roth conversions, charitable planning, and other advanced strategies through real-world case studies.
How risk-transfer tools may help protect a portion of your retirement assets from market losses while creating reliable income designed to last throughout retirement.
Capital Scarcity: How AI hyperscalers, global companies, and governments are competing for the massive amount of capital needed to fund the AI revolution, and what that could mean for interest rates, markets, and portfolio construction.
How healthcare costs, long-term care needs, estate planning, and beneficiary decisions can affect both your retirement and the legacy you leave. Learn why these areas must work together before a crisis occurs.
Launched by Walser Wealth Management · Tampa, FL
Doors at eight, closing remarks done by four o'clock.
8:00 – 9:00
9:00 – 9:20
Rebecca Walser
9:20 – 10:20
Rebecca Walser
10:20 – 11:20
Tom Siomades
11:20 – 11:35
11:35 – 12:30
Rebecca Walser, Tom Siomades & Charles Payne
12:30 – 1:30
Included with every ticket
1:30 – 2:30
Charles Payne
2:30 – 4:00
Rebecca Walser
4:15 – 5:00 VIP Experience · VIP ticket holders only
Schedule is subject to change.
This isn't about chasing the next big thing. It's about making informed decisions today that can shape what you keep, how you live, and what you leave behind.
Reserve your seat, from $47A full day focused on the financial decisions that can shape your retirement, income and legacy.
Understand which developments may have lasting investment implications and which may simply be noise.
Explore which dollars may need to remain accessible, which may need protection and which may be positioned for growth.
Understand why tax-deferred retirement money may create future tax exposure and what questions to consider now.
Explore approaches to producing reliable income while thinking carefully about market risk.
See why the enormous investment required to build the AI economy could affect interest rates, markets and portfolios.
Understand what these expenses may look like and how they can affect retirement income and legacy planning.
Everything you need for a focused day of retirement education in Tampa.
Single Ticket $47 · Couple Ticket $67
Choose Couple TicketsSpend one focused day with Rebecca Walser, Charles Payne and Tampa Bay investors, pre-retirees and retirees exploring the decisions that can shape the years ahead.
Reserve My Seat · Tickets From $47Single $47 · Couple $67 · VIP options available
Lunch and complimentary parking included
Retirement decisions are easier to think through when you set aside the distractions and spend focused time asking better questions.
Step away from the noise and spend the day focused on retirement, taxes, investing, income and the questions that matter most.
Experience Rebecca Walser and Charles Payne live, rather than through another saved video, article or webinar.
Walk away with ideas and questions you can bring back to your own retirement planning conversations.
Four ways in. Every ticket includes the full-day program and lunch.
Single Admission
One seat
$47
What's included
Couple Admission
Two seats
$67
Save $27 vs 2 singlesSingle VIP
One seat
$97
Reopened by demandEverything in Single, plus
Couple VIP
Two seats
$147
Save $47 vs 2 VIPsEverything in Single VIP, for two
All ticket sales are final and non-transferable. No refunds. Questions? Call the events team at (866) 929-3258.
Everything you may want to know before reserving your seat.
Tampa Retirement Live is designed for investors, pre-retirees and retirees who want to better understand the financial decisions that can shape retirement income, taxes, investments, healthcare and legacy planning. It is not for anyone looking to get rich quick.
No. The day is education. If you want to talk further, the team will be available afterward, but nothing is pitched from the stage and no one will chase you.
The day is built to help you ask better questions. You can expect to leave with specific things to raise with the advisor you already have. A second opinion costs you one Saturday.
Yes. Planning doesn't stop the day you retire. Distribution order, tax brackets, required minimum distributions, and estate documents all keep moving. Much of the day is aimed squarely at people already drawing income.
If retirement decisions affect both of you, we strongly encourage attending together. Couple tickets are $67, only $20 more than a single ticket, and Couple VIP is $147. Every attendee needs their own registration.
Every ticket includes access to the full Tampa Retirement Live program from 9:00 AM to 4:00 PM, lunch and complimentary parking at the Sheraton Tampa Brandon Hotel.
VIP guests receive priority seating, access to the post-event VIP experience from approximately 4:15 to 5:00 PM, a photo opportunity with Rebecca Walser and Charles Payne, and a copy of each speaker's book. Only a limited number of VIP seats are released.
Every attendee sees Charles speak from the main stage, and he joins Rebecca and Tom Siomades for the late-morning panel. VIP ticket holders also join the VIP experience straight after the closing session, where they get a photo with Charles and Rebecca and a copy of each of their books. That is VIP only, which is why the limited number of VIP seats go first.
Sheraton Tampa Brandon Hotel
10221 Princess Palm Avenue
Tampa, FL 33610
It sits just off the highway, easy in and easy out.
Registration and doors open at 8:00 AM. The program begins at 9:00 AM and concludes at 4:00 PM.
Yes. Lunch is included with every ticket, general admission and VIP alike, and is scheduled from approximately 12:30 to 1:30 PM.
Yes. Complimentary parking is included for Tampa Retirement Live attendees.
Business casual or smart casual. Come comfortable.
Yes, the venue is wheelchair accessible. Call ahead at (866) 929-3258 for any other accommodation and the team will arrange it.
All ticket sales are final and non-transferable. No refunds are offered.
No. The event is fully in person by design. The value is in the room, the questions, and the conversations afterward.
Join Rebecca Walser, Charles Payne and Tampa Bay investors, pre-retirees and retirees for a full day focused on the decisions that can shape your retirement.
Single $47 · Couple $67 · VIP options available
Lunch and complimentary parking included
We use cookies to understand site traffic and improve our advertising. Privacy Policy
