Discover How Investment Portfolios Are Evolving:
Join us in the Fireside Room at 12 Noon on Tuesday, November 25 for an exclusive Financial Forum presentation featuring Ray Polin, JD, AIF and Shannon Stone, CFP, RICP from Parallel Advisors, LLC.
Their topic: The Evolution of the Investment Portfolio
Gain insights from two seasoned professionals with decades of experience in wealth management, retirement planning, and fiduciary leadership.
Speaker Highlights:
Ray Polin is Chief Fiduciary Officer at Parallel Advisors, a San Francisco firm managing over $6 billion in assets. He holds degrees from USC and UCLA and previously served as Director at KPMG Financial Advisors.
Shannon Stone has over 24 years in financial services, including VP of Operations at Alamo Capital. She earned her RICP designation from the American College of Financial Advisors.
Date: Tuesday, November 25
Time: 12:00 Noon
Location: Fireside Room
Lunch: Provided by Marucci’s Deli
Audience: Active Members Only
The Financial Forum is a 501(c)(3) nonprofit dedicated to educating members on finance topics including insurance, real estate, estate planning, long-term care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated.
Reserve Your Seat: by pressing the Register button.
Questions or Membership Info: Call Joe Hoffman at 925-954-7912
