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Finance Uncorked: Strategies for a Secure Retirement

  • The Onyx Room at Altisima Winery 37440 De Portola Road Temecula, CA, 92592 (map)

Join us for an informative evening as R&R Financial presents on strategies for saving toward a secure retirement.


Our experts—Senior Analyst Ben Rones, CFA, and Senior Financial Planner Josh Richardson, CFP—will share practical approaches to building retirement wealth, maximizing savings opportunities, and avoiding common pitfalls that can derail long-term financial security.

What to Expect:

  • Proven strategies to grow and protect your retirement nest egg

  • Insights on tax-advantaged savings plans and contribution limits

  • Guidance on balancing risk, investments, and income needs in retirement

  • Live Q&A with Ben Rones, CFA, and Josh Richardson, CFP

Whether you’re just getting started or fine-tuning your retirement plan, this seminar will provide the tools and confidence you need to work toward your future goals. Complimentary wine will be served.

Space is limited — RSVP below to save your spot!

Fill out the Form Below to Save Your Spot!

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August 10

Finance Uncorked: Unpacking Key Tax Changes in the One Big Beautiful Bill

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October 12

Finance Uncorked: From First Investments to Expert Moves