Month: August 2017

Christine Roberts is presenting at the August 18, 2017 meeting of the Financial Planning Association of Ventura County on the 5 Most Common Mistakes in IRA Wealth Transfers

Christine Roberts will be presenting at the August 18, 2017 meeting of the Financial Planning Association of Ventura County on the  5 Most Common Mistakes in IRA Wealth Transfers (link to flyer below). View event flier here:  https://fpavc.memberclicks.net/assets/docs/mtg-flyers/2017%2008.18.pdf

What's New

January 1, 2022

Congratulations to Brett W. Piersma - New Partner at Mullen & Henzell

It is with great pleasure to announce that Brett W. Piersma has been promoted to Partner of Mullen & Henzell L.L.P.  Brett has been working closely with our firm’s estate...

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November 9, 2021

Thank you Santa Barbara!

Voted “Best Law Firm” in Santa Barbara in the Santa Barbara Independent Readers’ Poll.  

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August 9, 2021

E is for ERISA | AlignWomen Podcast: De-mystifying The Complexities of ERISA Benefits

Christine Roberts Podcast with Amy Evans: De-mystifying The Complexities of ERISA Benefits www.eforerisa.com, Christine Roberts’ benefits blog.  Roll your cursor by to take a look.

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August 9, 2021

E is for ERISA: "IRS Plays Musical Chairs With Voluntary Correction Programs"

Read about IRS program Employee Plans Compliance Resolution System, or EPCRS. www.eforerisa.com, Christine Roberts’ benefits blog.  Roll your cursor by to take a look.

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