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

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