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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.