October 2011

>JOIN OR RENEW YOUR MEMBERSHIP NOW<

The Financial Planning Forum is a dynamic group of Bay Area professionals with compelling influence and diverse expertise spanning a wide range of disciplines. By connecting with each other and becoming more involved within the Financial Planning Forum, members not only expand their network and community among other like-minded professionals, but also find outstanding benefit from each other's valuable contributions!

The first step is to register or renew your membership! 

Once you have renewed your membership, we would LOVE for you to get more involved! 

Attend our next meeting on Tuesday, October 18 and sign up to be an active member of one of our three committees:  Membership Committee, Program Committee or Communications Committee.  Click here to find out more about our standing committees.

Tuesday, October 18 Meeting:
Laura Roden, VC Privé LLC, Speaks on Alternative Assets

A look inside the world of venture capital, private equity, and hedge funds from the investor’s perspective

>>> REGISTER NOW FOR OCTOBER 18 <<<

Living in Silicon Valley, our news is dominated by the fruits of venture capitalists' labor:  the breakout technologies, skyrocketing valuations, and larger-than-life entrepreneurial personalities.

But those are just the icing on the underlying economic cake of the alternative investing industry, which continues to grow rapidly despite the current recession. Laura Roden, Founder & Managing Director, VC Privé LLC, our speaker on Tuesday, October 18, will share insights into the little known alternative asset business model: how funds are structured, which segments are booming and busting, how risk and return are related, and some key trends and red flags to look out for. Read more about the speaker.

back to top

Message from the President

What does it take to keep an organization like the Financial Planning Forum thriving for 39 years?  The answer is simple: a diverse, committed and active membership!

In 1972, the Forum was founded by a group of like-minded financial professionals who shared an interest in providing quality services to their clients.  Over the years, many have added to the success of the Forum, with their resources, professional acumen, distinctive skills and creative leadership.

We look forward to building on the success of the past by providing optimal opportunities for members to be involved.  Priorities for 2011-2012 include a focus on expanding membership and strengthening our commitment to providing quality programming and frequent networking opportunities.  Our active Committees, which once again are being formed for this year, bring new opportunities for all members.

The vitality and commitment of our members will lead the Forum into its 40th year with great achievement and accomplishment.  We are looking forward to a great year!

Sincerely,
David Sacarelos
President, Board of Directors

back to top

New Membership Type:
Corporate Member

Renew your membership now by by going to our web site www.financialplanningforum.org>

Show your support by upgrading to a Sustaining Member or to a Corporate Member. Please contact Neal Coogler at info@financialplanningforum.org to change your type of membership. 

Join the Financial Planning Forum and Receive:

• Admission to Forum dinner meetings at reduced Member pricing
• Special Guest pricing for your guests
• Exclusive e-mail announcements and meeting information
• Recognition of your membership on the Forum’s web-based membership directory

Regular Member - $85
All benefits listed above for one (1) named financial professional.

Sustaining Member - $150
All Regular Member benefits for one (1) named financial professional plus:

• special recognition on the Forum’s e-mailed newsletters
• special recognition on the Forum’s web-based membership directory
• special recognition at the Forum’s dinner meetings

Member dinner pricing for your guests – a savings of $10 per dinner

Corporate Member - $600
All Sustaining Membership benefits for three (3) named financial professionals plus:

• home page recognition of corporate logo on the Forum’s website
• prominent recognition of Corporate Membership at the Forum’s dinner meetings

back to top