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

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. 

Taxes in Retirement [WEBINAR]

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