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!

10/28/2026

Did you miss our first Tampa Retirement Live event? Here are some of our favorite moments.
Stay tuned for other events from Walser Wealth! 👀

Behind every great event is an even greater team! 💙We couldn’t have made our first annual Tampa Retirement LIVE happen w...
10/27/2026

Behind every great event is an even greater team! 💙

We couldn’t have made our first annual Tampa Retirement LIVE happen without every single person who helped bring it to life. From months of planning to the final moments of the event, we are so grateful for the hard work, dedication, and passion this team put into making it a success!

And the best part? This is the same dedicated team you’ll have in your corner, helping you navigate your investments, plan for retirement, and build a stronger financial future.

Proud of this team and everything we accomplished together! 👏

Tampa Retirement Live from our camera roll 📸What an incredible day filled with meaningful conversations, valuable insigh...
10/23/2026

Tampa Retirement Live from our camera roll 📸

What an incredible day filled with meaningful conversations, valuable insights, and a shared passion for helping people prepare for a stronger financial future!

From our amazing speakers to everyone who joined us, we are so grateful to have brought this experience to life right here in Tampa.

Rebecca recently joined investors and industry leaders at the Money Show Orlando for conversations about the markets, AI...
10/22/2026

Rebecca recently joined investors and industry leaders at the Money Show Orlando for conversations about the markets, AI, investing, and what’s to come.

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

Address

111 West Oak Avenue , Suite 450
Tampa, FL
33602

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