The Financial Forum welcomes Ray Polin and Shannon Stone to the Fireside Room on Sep 24th at noon. Their topic will be: “The 2017 Tax Cuts and Jobs Act Expires in 2025. What Should I Expect?”
Ray Polin, JD, AIF, received his BA degree from the University of Southern California and his JD in law from UCLA. He is the Chief Fiduciary officer of Parallel Advisors, a San Francisco-based firm with $6 billion of assets under management. He was a former director of KPMG Financial Advisors LLC.
Shannon Stone, CFP, RICP, received her retirement income-certified professional license from the American College of Financial Advisors. She was also VP of operations for Alamo Capital and has been in the financial services industry for over 24 years.
The Financial Forum is a 501(C)3 whose mission is to educate our members in all finance matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated.
This event is members-only. Marucci’s Deli will provide a light lunch. To make a reservation, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.
Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595 - info@rffclub.net
