Join us in the Fireside Room at 12 Noon on Tuesday, November 24th for an exclusive Financial Forum presentation featuring Ray Polin, JD, AIF and Shannon Stone, CFP, RICP of Parallel Advisors, LLC.
The IRA Health Check: Tax‑Smart IRA Distributions
Learn how to make smarter, more efficient IRA distribution decisions with guidance from two seasoned professionals who bring decades of experience in wealth management, retirement planning, and fiduciary leadership.
Ray Polin, JD, AIF
Chief Fiduciary Officer at Parallel Advisors, a San Francisco–based firm managing over $6 billion in assets. He holds degrees from USC and UCLA and previously served as Director at KPMG Financial Advisors, where he specialized in fiduciary oversight and complex financial planning.
Shannon Stone, CFP, RICP
A financial professional with over 24 years of experience, including serving as Vice President of Operations at Alamo Capital. She earned her RICP® designation from the American College of Financial Services and brings deep expertise in retirement income planning and client education.
Event Details
This is a members‑only event. A light lunch will be provided. To register, please click the Register button. For more information about the speakers or to inquire about membership, please contact Joe Hoffman at 925‑954‑7912.
About the Financial Forum
The Rossmoor Financial Forum, a 501(c)(3) nonprofit, is dedicated to educating members on key financial topics including insurance, real estate, estate planning, long‑term care, fraud prevention, and identity theft. Donations are welcome and greatly appreciated.
