Financial Planning Forum Inc
TO PROMOTE KNOWLEDGE OF AND INTEREST IN WEALTH AND ESTATE PLANNING AND RELATED SUBJECTS; TO PROVIDE A FORUM WHERE MEMBERS MAY EXCHANGE VIEWS AND BECOME BETTER ACQUAINTED WITH EACH OTHER AND THEIR WORK; TO FOSTER COOPERATION AMONG PRACTITIONERS IN THESE FIELDS; TO PROMOTE A BETTER UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH THE WORK OF EACH BEARS TO THE OTHERS; AND GENERALLY TO PROMOTE THE BEST INTERESTS OF ITS MEMBERS AND THAT OF THE GENERAL PUBLIC THROUGH HELPFUL SERVICE IN MATTERS OF WEALTH AND ESTATE PLANNING.
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202370670
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financialplanningforum.org HOME Past Presidents The Financial Planning Forum Inc. was founded in 1972 by a group of attorneys accountants financial planners insurance professionals investment counselorsmanagers 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. Meetings are held in Palo Alto 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.
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