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Mountain Peak Financial, Inc

At Mountain Peak Financial, Inc., we are dedicated to informing our clients and working closely with them to help develop the best financial strategies for their long-term goals. Our goal is to be the trusted lifetime advisor that helps our clients achieve the confidence they deserve for their financial futures.

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Mountain Peak Financial, Inc.  |  1425 W. Foothill Blvd., Ste 115, Upland, CA 91786 MAP  |  Tel: 909.982.2277

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mountain Peak Financial, Inc. are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Charles Ragonese CA LIC #0B02155, Firm LIC #0I088569

Any references to protection benefits, safety  or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mountain Peak Financial is not affiliated with the US government or any governmental agency. 615813

© 2018 by Mountain Peak Financial, Inc.

How will you plan for retirement?

Unlike financial seminars that focus on a specific topic, Retirement Planning Today is a comprehensive workshop that helps you see the "big picture." It examines many aspects of personal finance and how they can work together to help create an integrated retirement plan.

 

This course is an informational workshop. No specific financial products are discussed or sold.

 

Retirement Planning Today is held on Tuesday & Wednesday nights at the Desert Willow Conference Room.

The workshop is 2 weeks, with one 3-hour session per week.

There is a small fee of $49 for the materials for you and one guest. 

Seating is limited, so be sure to reserve your spot!

Tuesdays, May 15 & 22, 2018 OR Thursdays, May 17 & 24, 2018

6:30 - 9:30 PM

During this 2-session workshop, you will learn the following:

How to determine the amount of money you need to retire

Help create your own goals for a “successful retirement”

Potentially eliminate debt and improve cash flow

Ways to properly convert your IRA to a Roth IRA

Select the retirement plan distribution choice that is right for you

Plan your retirement income to help preserve a comfortable standard of living

Transfer the risk of potential financial losses before or during retirement

Help reduce or eliminate taxes, expenses, delays and potential legal challenges with estate planning

And more!

When & Where

Retirement Planning Today is a 2-week course, with one session per week.

DATES: Choose between:

Tuesdays, May 15 & 22, 2018

Thursdays, May 17 & 24, 2018

TIME: 6:30pm - 9:30pm

DESERT WILLOW

Conference Room

At Country Club  and Cook St.

The Host

CHARLES RAGONESE is the President of Mountain Peak Financial, Inc. Charles has been advising people in their financial strategies for 25 years.

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How to Register

Questions before you register? Contact us!

  1. Click the button below to be redirected to the reservation page.

  2. Use the Course ID:

  3. Follow the prompts to complete your registration 

  4. We'll be in touch shortly after

1. Use the chat box on the side of the browser.

2. Call us at 909.982.2277

3. Email us at info@mountainpeakfinancial.com

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