Los Angeles & Orange County Retirement Planning Workshops

Our Orange County Retirement Planning Workshops Not Only Educate You On Your Options You Have When Preparing for Retirement We Also Discuss How Your Choices Made During The Planning Process Affect Your Long Term Retriment Goals.

 

Our Los Angeles and Orange County Retirement Planning Workshops are conducted by our team of fiduciaries.

What to expect when you attend on of our Retirement Planning Workshops

Expect to learn the biggest mistakes we have seen people make when planning for retirement. Our Los Angeles and Orange County retirement planning workshops are designed to educate you when you are choosing which options are best for when considering risk, tax liabilities, and long term goals and much more.

Each individual has different retirement needs and current financial circumstances so it vital that you have the guidance of an Orange County IRA, such as Miramontes Capital when it comes to your retirement future.

los angeles and orange county retirement planning workshops

Upcoming Retirement Planning Workshops Events

February Retirement Planning Seminar:
Feb 25th or 27th – Newport Beach, Fleming’s
Feb 25th or 27th – Beverly Hills, Morton’s

February 1031 Exchange Seminar:
Feb 11th or 13th – Newport Beach, Fleming’s

March Retirement Planning Seminar:
Mar 24th or 26th – Pasadena, Fleming’s
Mar 31st or April 2nd – Rancho Santa Margarita, Hanna’s Steak House

March 1031 Exchange Seminar:
Mar 3rd and 10th – Irvine, Ruth Chris

Retirement Planning Workshop RSVP

9 + 10 =

Workshop Details

6:30 pm

Checking-In For Our Retirement Planning Workshop

Upon arrival, your concierge will confirm your RSVP seating arrangements and show you to your vip accommodations which will include a brief overview of the workshop timeline expectations and of course, your dining menu options.

Retirement Planning Workshop | Ariana Mangum
Ariana Mangum

Workshop Concierge

6:45 pm

Welcome To Our Retirement Planning Workshop

After seating,  your event director will provide you with an overview of our workshop schedule and answer any questions you may have at that time.  Sean will also point out the importance of your interaction with tonight’s Orange County retirement workshop to ensure you get the most out of the keynote points such as what we see as the biggest mistakes made during retirement planning and how to diversify for the best possible long term goals that are unique to each whom visit.

Sean Dailey

Event Director

7:00 pm

The Workshop Commences

Dinning Service Begins

7:30 pm

Retirement Planning Introductions

During the duration or this workshop I will  broach the suttle nuances that are critical  when it comes to retirement and estate planning.  From the duties of fiduciaries to choosing the right fiduciary, financial risks, long term objectives and many more core planning points. The object of this workshop is to shed light on the financial avenues one takes during the retirement planning process and the mistakes we have seen over our 20 years.

Sid Miramontes

Founder

7:45 Pm

How to Weather Economic Downturns

The federal reserve is forecasting 2-3 financial moves on  interest rates in 2019  impacting millions of investment accounts, we will dive into how to shore up and be prepared for the upcoming downturn of the financial markets.

8:00 pm

Portfolio Risks

This subject is of great importance as you may or may not know. The investment banks don’t want you to know how that manage your money with their financial gains at the forefront of their decision making, at Miramontes Capital we place client first with monthly meetings  to discuss, proactively,  how to best suit your financial situation with the best opportunities for long term growth.

8:20 PM

Q/A Session

This session is an open forum for all to express any opinion and or ask any questions that you and your guests may have regarding the Orange County retirement workshops discussion topics as it relates to the fiduciary side of one of life’s most significant decisions.

Feel Free To Contact Us Directly If You Would Like A One On One Retirement Planning Analysis Or A Complete Orange County Retirement Planning Portfolio Review, click here.

Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.
Securities offered through Purshe Kaplan Sterling Investments, Member 
FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Miramontes Capital are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. 
@ Miramontes Capital | LEGAL INFORMATION