Walser Wealth Management

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Walser Wealth Management Creators of the Living Financial Plan™️. We help people maximize their wealth, while minimizing their taxes!

Rebecca’s insights featured in a recent CNBC article discussing big bank earnings and why high expectations can create c...
10/14/2026

Rebecca’s insights featured in a recent CNBC article discussing big bank earnings and why high expectations can create challenges for companies, even when they report solid results. Check out the full article at the link below!

Traders digested a slew of corporate earnings reports from major banks along with a steep overnight decline in South Korea that put pressure on memory names.

10/12/2026

🚨5 days out from Tampa Retirement Live!!🚨

If retirement is 5–10 years away, this is one event you DON’T want to miss!

The decisions you make BEFORE retirement can have a lasting impact on your financial future. Are you asking the right questions?

Join us for the first annual Tampa Retirement LIVE, featuring Charles Payne, Rebecca Walser, and other industry experts, as we dive into retirement strategies, taxes, income planning, the markets, and more!

📅 This Saturday, October 17th
📍 Sheraton Tampa Brandon Hotel

Your retirement deserves more than guesswork. Don’t miss this opportunity to gain valuable insights before making some of life’s biggest financial decisions.

Secure your tickets today at the link below!
www.tamparetire.com/social

10/09/2026

🏠 Is your retirement built on a solid foundation?

Just like a house, your retirement plan needs a strong foundation to withstand life's financial storms.

At Tampa Retirement LIVE, we will be breaking down my Fiscal House framework and how the right balance of liquidity, protection, and investments can help you build a stronger financial future.

📅 October 17th | Sheraton Tampa Brandon Hotel

Join us! Grab your tickets at the link below!
www.tamparetire.com/social

10/08/2026

AI is changing the world. But what does that mean for your retirement?

From reshaping industries to creating new opportunities and risks in the markets, artificial intelligence is transforming the way we invest and plan for the future.

At Tampa Retirement LIVE, Rebecca Walser will dive into the future of AI, its impact on the economy, and what investors should be watching as they prepare for retirement.

And that's just the beginning! Join Rebecca alongside Charles Payne and Tom Siomades for a day of powerful conversations about the markets, wealth, retirement, and what's ahead.

📍 Sheraton Tampa Brandon Hotel�📅 October 17th

The future is changing. Is your retirement strategy keeping up?

Don't miss your chance to be part of Tampa Retirement LIVE! Reserve your tickets today at the link below!
www.tamparetire.com/social

10/07/2026

We’re officially just 10 days away from Tampa Retirement LIVE! 🎉

If you’re at or approaching retirement, this is an event you won’t want to miss. Join us for a full day of insights and conversations designed to help you feel more prepared for the retirement ahead.

Get your tickets now before they’re gone! www.tamparetire.com/social

10/02/2026

Did you know that taxes could be one of the biggest threats to your retirement?

On October 17th, I’ll be diving into the tax conversations you should be having as you prepare for retirement — including how your different sources of income may be taxed and why the way you access your money matters.

Join me at Tampa Retirement LIVE for a full day of conversations designed to help you think differently about the years ahead. I’ll be joined by keynote speaker Charles Payne and other experts covering some of the biggest topics facing today’s retirees and pre-retirees.

📍 Sheraton Tampa Brandon Hotel�📅 October 17th

Your retirement plan shouldn’t stop at how much you’ve saved. It should also consider how much you’ll actually get to keep.

Click the link below to reserve your ticket!

www.tamparetire.com/social

THE WAIT IS OVER. THE BIG REVEAL.🔥CHARLES PAYNE IS COMING TO TAMPA.The FOX Business host, market expert, and bestselling...
09/29/2026

THE WAIT IS OVER. THE BIG REVEAL.🔥

CHARLES PAYNE IS COMING TO TAMPA.

The FOX Business host, market expert, and bestselling author will take the stage as a keynote speaker at Tampa Retirement LIVE.

Charles will bring his unmistakable energy and perspective to a powerful conversation about the markets, the economy, AI disruption, and how investors can identify potential opportunities during periods of massive change.

This is your chance to see him LIVE in Tampa.
📅 Saturday, October 17, 2026
📍 Sheraton Tampa Brandon Hotel

Seats are limited, and this event will fill up.
Reserve your seat now: www.tamparetire.com/social

09/28/2026

Rebecca has a message for Tampa🔥

She is sharing what you can expect at Tampa Retirement LIVE, why this event is different, and that we have a HUGE keynote speaker announcement tomorrow.

HINT: let’s just say he knows a thing or two about “Making Money.” 👀

📅 Saturday, October 17, 2026
📍 Sheraton Tampa Brandon Hotel

Can't wait till tomorrow? Head to our website to see who it is and purchase your ticket: www.tamparetire.com/social

THE SPEAKER LINEUP JUST GOT EVEN STRONGER 🔥Tom Siomades, CFA, Chief Market Economist at AE Wealth Management, is joining...
09/28/2026

THE SPEAKER LINEUP JUST GOT EVEN STRONGER 🔥

Tom Siomades, CFA, Chief Market Economist at AE Wealth Management, is joining us at Tampa Retirement LIVE!

Tom will take the stage to break down what is happening across the economy and financial markets, what investors should be watching, and what it could mean for the road ahead.

This is your opportunity to hear timely market insight LIVE and in person.

There is still one more VERY special guest joining us. If you haven't checked out our website yet, do you have any guesses??

📅 Saturday, October 17, 2026
📍 Sheraton Tampa Brandon Hotel

Seats are limited. Reserve yours now: www.tamparetire.com/social

TAMPA, THE FIRST KEYNOTE REVEAL IS HERE🔥Rebecca Walser is taking the stage as the host of Tampa Retirement LIVE and one ...
09/25/2026

TAMPA, THE FIRST KEYNOTE REVEAL IS HERE🔥

Rebecca Walser is taking the stage as the host of Tampa Retirement LIVE and one of the event’s keynote speakers.

She is ready to bring the energy, challenge conventional thinking, and start the conversations retirement investors cannot afford to ignore.

And this is only the beginning.

Two more keynote guest are joining her on stage. We will share them here soon! 👀

📅 Saturday, October 17, 2026
📍 Sheraton Tampa Brandon Hotel

Seats are limited. Reserve yours now: www.tamparetire.com/social

Address

111 West Oak Avenue , Suite 450
Tampa, FL
33602

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