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Online Registration

New Member Enrollment

Membership Renewal

Member Profile Change

Online Registration

New Member Enrollment

Membership Renewal

Member Profile Change

SUSTAINING MEMBERSHIP $150

Sustaining Member Benefits

A Sustaining Member is an individual or firm that demonstrates their commitment to the work of the Financial Planning Forum. Sustaining Members help to underwrite operating expenses for special events, speaker honorariums, and additional activities not covered fully by membership dues.

In recognition of their commitment to the Financial Planning Forum Sustaining members receive the following benefits:

  • Flash Banner Ad on FPF Web Site
  • Directory listing with photo
  • Directory listing with expanded profile
  • Designation on Website (acknowledgement page)
  • Acknowledgement in Directory
  • Newsletter Acknowledgement (on mast head)
  • Sustaining membership offers special recognition in the newsletter and in the Membership Directory.

REGULAR MEMBERSHIP $85


Online form and payment -- please complete the following information and push submit at the end. You will be then instructed on how to pay using PayPal.

If you would like to mail in your payment: please make your check payable to the Financial Planning Forum and mail to: Financial Planning Forum, C/O Karin Swanson, CPA, 2600 El Camino Real, Suite 600, Palo Alto, CA 94306 Call 650.842.0330 with questions.

2007-2008 Membership Application

2007-2008 Sponsors Application


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