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The Financial Planning Forum, Inc. was founded in 1972 by a group of attorneys, accountants, financial planners, and life insurance 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.

The principal purpose of the organization is fostering professional growth through learning experiences and interaction.

May Newsletter

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May 20, 2008
A Comparative Analysis of the Presidential Candidates’ Economic Policies
Final Meeting of the Season!
Speail Social Hour: 5 to 6 p.m.
Register | Change Registration

Meetings at:
Stanford Park Hotel
Menlo Park
Social Hour:  5:30
Dinner:  6:15 PM
Speaker: 7:00 PM

[ Yahoo! Maps ]
Map of 100 El Camino Real
Menlo Park, CA 94025-5235
Benefits of Membership

  • A program of 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.

Become a Member

New Online Registration

2007-2008 Sponsors Application

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