Join us for our meeting on Tuesday, May 16, 2017. Our speakers, David O’Such and Carol Carnevale, will be speaking on: “Real Estate Investment Issues”

This dinner takes place on Tuesday, May 16, 2017 starting at 5:00 pm at The Sheraton in Palo Alto, 625 El Camino Real. Because there is a limited capacity for this event, we recommend advanced registration.

The Financial Planning Forum, Inc. was founded in 1972 by a group of attorneys, accountants, financial planners, insurance professionals, investment counselors/managers, trust officers and other related professionals who recognized the mutual advantage of exchanging ideas and of networking with others who shared their interests in rendering quality services to their clients. Meetings are held in Palo Alto, yet members come from all over the Bay Area to participate in lively exchanges.

The principal purpose of the organization is fostering professional growth through learning experiences and interaction, resulting in enhanced service for clients of members.

Benefits of Membership

  • Enjoying lively presentations on topics of interest delivered by distinguished and informed speakers.
  • Learning about new trends, planning approaches, and current developments in the company of other professionals in allied financial planning disciplines.
  • Networking with those other professionals.
  • Gaining exposure and visibility through the Forum’s Web-based membership directory.

Come join related colleagues in a dynamic exchange of ideas in a relaxed, fun and informative setting!

Thank you to our April Tax Free Fiesta Sponsors:


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Thank you to our Corporate Members:

Silicon Valley and the Global Economy by Russell Hancock

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