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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.
Calendar and Activities
- The Forum meets monthly, in September and October
and from December through May.
- Each meeting includes a time for networking,
dinner, and a featured presentation on a topic of current interest.
- Program formats include a mix of local and nationally
recognized speakers, and seminars and panel discussions.
- Program topics include specific, technical discussions
about recent financial, legal, tax and investment developments;
and topics of more general interest, such as economic forecasts
and demographic trends and implications.
- Monthly newsletter, occasional social gatherings,
and a Web
site. The Web site includes
a membership directory where members can list and describe their businesses.
The Members
Members of the Financial Planning Forum, Inc. include:
- Attorneys
- Certified Financial Planners
- Certified Public Accountants
- Investment Counselors/ Managers
- Life Insurance Professionals
- Trust Officers
- Other Related Professionals
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