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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!

Upcoming Symposium

Our members may be interested in attending the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara Law this September.  Mark your calendar for Friday, September 21 and  click here for details.

Silicon Valley and the Global Economy by Russell Hancock

Thank you to our 2011-2012 sponsors:

The next meeting topic features John Golden, partner at Basye & Golden, speaking on What is a Gift? (For Gift Tax Purposes).
Read more about the speaker>>

This dinner meeting takes place on Tuesday, May 22, 2012 starting at 5:30 pm at the Sheraton Palo Alto. Because there is a limited capacity for this event, we recommend advanced registration.

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