June 19, 2017

Financial Planning Forum

The Financial Planning Forum (“FPF”) was founded in 1972 by a group of attorneys, accountants, financial planners, insurance professionals, investment counselors/managers, trust officers and other related 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.  Program events are held locally, yet members come from all over the Bay Area to participate in lively exchanges.  The principal purpose of the organization is fostering professional growth through learning experiences and interaction, resulting in enhanced service for clients of members.

In 2017, the Financial Planning Forum Board of Directors approved and a majority of the membership voted on our integration with the Palo Alto Area Bar Association (“PAABA”).  Going forward, FPF will be offering  educational programs and events as a section committee of PAABA. You can sign up for membership with PAABA to take advantage of the FPF program events for upcoming and future seasons, as well as all educational and other events that PAABA may offer its membership.  PAABA will be able to accommodate the broad range of prior FPF allied professional members.

Benefits of Joining PAABA’s Financial Planning Forum

  • Enjoying 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 PAABA’s online membership directory.

Come join related colleagues in a dynamic exchange of ideas in a relaxed, fun and informative setting!

Contact Jan Cummins, 650-342-2670 or Anna Paiva, 650-378-2012, for information about the Forum.

Forum Past Presidents

Past Corporate Sponsors of Financial Planning Forum