800.460.1595

Our Education

Our Workshops

If you’re unsure of the answer to that question, the retirement planning experts at Miramontes Capital can help. Join us at one of our workshops. We look forward to seeing you at our upcoming events and helping you make the right choice when it comes to planning your retirement.

Complete This Form To RSVP

Upcoming Events 

Irvine Event May 23rd 6pm

Ruth’s Chris Steak House
2961 Michelson Dr
Irvine, CA 92612 United States

Riverside Event June 13th 6pm

Mission Inn Restaurant
3649 Mission Inn Avenue
Riverside, CA 92501 United States

Orange Event May 30th 6pm

Orange Hill Restaurant
6410 E Chapman Ave
Orange, CA 92869 United States

Newport Beach Event June 27th 6pm

Flemmings Steak House
455 Newport Center Dr
Newport Beach, CA 92660 United States

Workshop  Details

6:00 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.

Ariana Mangum

Workshop Concierge

6:15 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 Daily

Event Director

6:20 pm

The Workshop Commences

Dinning Service Begins

6:30 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, as voted by Forbes “Best In State 2018 Investors”.

Sid Miramontes

Founder

6:45 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.

7:00 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.

7:20 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