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Informational Retirement Workshops offered in Southern California

We offer informational workshops in Upland, Rancho Cucamonga, and Palm Desert. As financial professionals, we feel it is our duty to help our community stay informed on the various topics and issues regarding their personal finances. View our list of workshops below.

educational finance workshop upland
View From the Top
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View From the Top is a discussion and question-based seminar and workshop series designed to help keep our clients, friends, and community informed on important and complex topics. Each workshop will be hosted either by Charles Ragonese, President and Investment Adviser Representative of Mountain Peak Financial, Inc. or by local specialists. 

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Taxes in Retirement [WEBINAR]
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If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) may impact your retirement income.

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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.

Mountain Peak Financial, Inc.  |  1901 Orange Tree Ln., Suite 260, Redlands, CA 92375 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

© 2021 by Mountain Peak Financial, Inc.