Tampa Bay Investors, Pre-Retirees, and Retirees: One full day to stop
settling for the retirement you were handed, design the one you actually
want, and prepare for what's to come.
Saturday, October 17, 2026 Sheraton Tampa Brandon Hotel 8:00 AM – 4:00 PM
Rebecca WalserFounder, CEO & Chief Investment Officer, Walser Wealth
Doors open in
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Registration: 8:00 AM
Lunch: 12:30–1:30 PM
Ends: 4:00 PM
Program Starts: 9:00 AM
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Years in tax law & finance
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Investopedia Top 100 advisor
1st
Annual Tampa Retirement Live
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Seats available
On stage
Who you'll hear from
Three market voices. One room. One day of perspective.
Featured guest
Charles Payne
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.
Select credentials
Weekdays, 2 PM ETon Fox Business
Founder & CEOWall Street Strategies
Three booksmost recently Undeniable Windfalls
Keynote speaker
Rebecca Walser
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.
Select credentials
Licensed tax attorneyJD, LLM
Global MBALondon School of Economics
#3 Investopedia Top 100Financial Advisors (2023)
#14 Advisors to WatchUnder $1B, AdvisorHub 2025
Guest speaker
Tom Siomades, CFA®
Chief Market Economist
AE Wealth Management
More than 35 years in markets, with a talent for translating complex economic conditions into clear, practical perspective.
You leave with questions worth asking and a clearer sense of where your plan has gaps. Some of the topics include:
Artificial intelligence
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.
The "Fiscal House" philosophy
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.
Tax mitigation
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.
Asset protection
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.
Markets and AI
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.
Legacy and healthcare
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
The run of show
How the day runs
Doors at eight, closing remarks done by four o'clock.
8:00 – 9:00
Registration and Welcome
9:00 – 9:20
Opening Remarks
Rebecca Walser
9:20 – 10:20
Session 1 – Retirement Gone Wrong: Case Files
Rebecca Walser
10:20 – 11:20
Session 2 – State of the Markets
Tom Siomades
11:20 – 11:35
Break
11:35 – 12:30
Session 3 – Ask the Experts (Panel)
Rebecca Walser, Tom Siomades & Charles Payne
12:30 – 1:30
Lunch
Included with every ticket
1:30 – 2:30
Session 4 – Irrational Pessimism: Focus on AI, Markets, and Society
Charles Payne
2:30 – 4:00
Session 5 & Closing Remarks – Beyond Retirement: A Different Approach Built for Life
Rebecca Walser
4:15 – 5:00 VIP Experience · VIP ticket holders only
Schedule is subject to change.
Registration
Choose your seat
Four ways in. Every ticket includes the full-day program and lunch.
All ticket sales are final and non-transferable. No refunds. Questions? Call the events team at (866) 929-3258.
Who's in charge?
Who this day is built for
Tampa Bay residents age 50 and older who want to prepare for what's ahead
Pre-retirees who are one to ten years from their last day of work
Retirees questioning whether their current strategy is built for today's rapidly changing world
Investors who want to better understand AI, the markets, the Fed, and the economy
Anyone who wants a second opinion on how their wealth is positioned
Individuals and couples who want every part of their retirement strategy working together
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.
How to separate the AI hype from the long-term opportunities that could shape the next generation of investing.
Which dollars should remain accessible, which should be protected, and which can be positioned for growth.
Why every dollar in a 401(k) or IRA is a dollar you share with the IRS, and what you may be able to do about it.
How to create reliable retirement income without leaving your entire future exposed to market volatility.
Why the enormous capital required to fund the AI revolution could affect interest rates, markets, and your portfolio.
What healthcare and long-term care may actually cost, and how those expenses can affect the legacy you leave.
Every ticket includes
Full-day program at the Sheraton Tampa Brandon Hotel, 9:00 AM to 4:00 PM.
Lunch, 12:30 to 1:30 PM.
Complimentary parking.
VIP tickets also include
Priority seating in the exclusive VIP section.
A VIP experience straight after the closing session, 4:15 to 5:00 PM.
Photo with Rebecca Walser and Charles Payne.
A copy of Rebecca's book and Charles's book.
Both authors on hand to sign them.
Frequently asked questions
When and where is Tampa Retirement Live 2026?
Saturday, October 17, 2026 at the Sheraton Tampa Brandon Hotel, just off the highway. Registration opens at 8:00 AM, the program runs 9:00 AM to 4:00 PM, and lunch is 12:30 to 1:30 PM.
Who should attend?
Individuals and couples above age 50 who are serious about getting to a point where work becomes an option rather than an obligation, while minimizing taxes and protecting what they leave behind. This event is not for anyone looking to get rich quick.
I already have a financial advisor. Why would I come?
The event is built to help you ask better questions. Most attendees leave with two or three specific things to raise with the advisor they already have. A second opinion costs you one Saturday.
I'm already retired. Is this still relevant?
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.
Will I be sold something?
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.
Can I bring my spouse or a guest?
Yes, and we'd encourage it. The Couple tickets cover two seats together for less than two singles: $67 instead of $94 for general admission, or $147 instead of $194 for VIP. Every attendee needs their own registration.
What's the difference between the four ticket types?
There are four. Single ($47) is one general-admission seat. Couple ($67) is two seats together. Both include the full day and lunch. Single VIP ($97) adds the VIP experience straight after the closing session: a photo with Rebecca Walser and Charles Payne, a copy of each of their books, and both authors on hand to sign them. Couple VIP ($147) is all of that for two. Only a limited number of VIP seats are released in total.
Will I get to meet Charles Payne?
Every attendee sees Charles speak from the main stage, and he joins Rebecca and Tom Siomades for the panel discussion mid-morning. VIP ticket holders also join the VIP experience straight after the closing session, where they get a photo with Charles and Rebecca and have both authors sign their books. That is VIP only, which is why the limited number of VIP seats go first.
Is lunch included?
Yes. Lunch is included with every ticket, general admission and VIP alike, and runs from 12:30 to 1:30 PM.
Where do I park?
Parking is complimentary.
What's the dress code?
Business casual or smart casual. Come comfortable.
Is the venue accessible?
Yes, the venue is wheelchair accessible. Call ahead at (866) 929-3258 for any other accommodation and the team will arrange it.
Can I transfer my ticket if something comes up?
All ticket sales are final and non-transferable. No refunds are offered.
Is there a virtual option?
No. The event is fully in person by design. The value is in the room, the questions, and the conversations afterward.
