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:

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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

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

Mountain Peak Financial

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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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