Roger attended the Westlake, Grahl, and Glover annual IRA Update Luncheon. It was held at the Granite Bay Golf Club on May 20, 2015. The presenter was Monika Reyes, CFP, CFS, a Senior Advisor at Westlake. Her presentation was an excellent update on IRA issues, planning, and solutions. Westlake, Grahl, and Glover is a private wealth advisory practice of Ameriprise Financial Services, Inc.
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