Membership to the Financial Planning Forum, Inc. is open to persons in related industries who are interested in professional growth, education, interaction and fostering excellence.

Members include:

• Attorneys
• Certified Financial Planners
• Certified Public Accountants
• Investment Counselors/ Managers
• Life Insurance Professionals
• Trust Officers
• Other Related Professionals such as Organizers and Eldercare Consultants.

Activities

• The Forum generally meets monthly on the fourth Tuesday.
• Each meeting includes networking, dinner and a featured presentation on a topic of current interest.
• Program formats include a mix of seminars, panel discussions and a range of local and nationally recognized speakers.
• Program topics include specific, technical discussions about recent financial, legal, tax and investment developments; topics of more general interest, such as economic forecasts, demographic trends and implications, issues about wealth and aging also enlighten our group.
• Monthly newsletter, occasional social gatherings, and a Web site. The Web site includes a membership directory where members can list and describe their businesses, helping enhance the networking goals.