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.
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.
Retirement Taxes Today
Learn what changed with the new tax reform law and how your retirement may be impacted, as well as strategies to potentially reduce taxes in retirement.