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IRA Estate Planning

February 2, 2016

By: Brian M. Clay, CFP®, CMFC® & Darren Northam, CFP®, CMFC®

IRAs & Estate Planning: How to Avoid the Most Common Pitfalls

  • El Segundo Office
    Brian M. Clay, CFP®, CMFC®
    222 N. Pacific Coast Hwy.
    Suite 2000
    El Segundo, CA 90245
    Phone: (310) 662-4700
    E-Mail: [email protected]
  • Sherman Oaks Office
    Brian M. Clay, CFP®, CMFC®
    15260 Ventura Blvd.
    Suite 1200
    Sherman Oaks, CA 91403
    Phone: (310) 662-4700
    E-Mail: [email protected]
  • Huntington Beach Office
    Darren Northam, CFP®, CMFC®
    16400 Pacific Coast Hwy
    Suite 207
    Huntington Beach, CA 92649
    Phone: (562) 431-9988
    E-Mail: [email protected]
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Clay Northam Wealth Management, LLC

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