Our Workshops

Retirement Planning Workshop

Upcoming Events

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Workshop Details

6:30 pm

Check-In

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

After seating,  your event director  will provide you with an overview of  our workshop schedule and  answer any question you may have at that time.  Sean will also point out the importance of your interaction with tonight’s workshop to insure you get the most out of the keynote points such as what we see as the biggest mistakes made during retirement planing  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

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 workshop discussions topics as it relates to the feduciary side of one of lifes biggest decisions.

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