University of California Riverside – Palm Desert Center
University of California Riverside – Palm Desert Center is not a sponsor or affiliated with this workshop in any way.
Heckmann Building – A114
75080 Frank Sinatra Dr, Palm Desert, CA 92211

Seating is limited, so sign up today!

No Charge to Attend!

University of California Riverside – Palm Desert Center
University of California Riverside – Palm Desert Center is not a sponsor or affiliated with this workshop in any way.
Heckmann Building – A114
75080 Frank Sinatra Dr, Palm Desert, CA 92211

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
The new tax and financial rules have changed.

Understand the potential impact taxes have on your retirement income.


You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on a strategy to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events.

Fortunately, there are sound ways to help stretch your retirement income. At this informational workshop and insurance sales presentation you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this workshop and contains information you will want to remember from this presentation.

Join us at University of California Riverside – Palm Desert Center for an informational workshop and insurance sales presentation covering retirement income strategies on Tuesday, January 22 from 6:30-7:45 PM or Thursday, January 24 from 6:30-7:45 PM.

This focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their potential impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and help make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common threats to retiree portfolios
  • How to utilize financial vehicles that could last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

This educational workshop focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their potential impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and help make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common threats to retiree portfolios
  • How to utilize financial vehicles that could last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This Workshop and insurance sales presentation is strictly informational. No specific products will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

This presentation has not been endorsed by the Social Security Administration. Neither Retirement 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization.
This Informational Retirement Planning Seminar is being hosted by Investment Adviser Representative and Insurance Professional Charles Ragonese of Mountain Peak Financial. Charles Ragonese, Mountain Peak Financial and this seminar are not affiliated with or endorsed by University of California Riverside-Palm Desert Center. Privacy Policy.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mountain Peak Financial, Inc are not affiliated companies. Charles Ragonese CA LIC# 0B02155, Firm LIC #0I88569 Mountain Peak Financial is not affiliated with the US government or any governmental agency. 679423