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.
Tuesdays, May 14 & 21 | Wednesdays, May 9 & 16
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!
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!
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Click the button below to be redirected to the reservation page.
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Use the Course ID:
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Follow the prompts to complete your registration
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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
TBA