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.
Upcoming Retirement Planning Workshops Events
Due to Covid-19, we are not offering Dinner Seminars until it is safe and approved by the State of California.
Retirement Planning Workshop RSVP
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.
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