Save These DatesOctober 27, 2026, Speaker George Noceti November 24, 2026, Speaker Parallel Advisers December 11, 2026, Schwab Workshop January 26, 2027, Speaker Stepanie Powers February 23, 2027, Speaker Matt Hagar March 12, 2027, Schwab Workshop March 23, 2027, Speaker NY Life Apri 27, 2027, Speaker May 25, 2027, Speaker June 11, 2027, Schwab Workshop June 22, 2027, Speaker California Financial Advisors | InformationRegistering for an event: Click on the Events tab, then press the Register button, fill in any missing information and finish by pressing the Confirm button. Logging in: Use your email address and Financial Forum password to get in. Don't know your password? Use the forgot password link on the login page to reset it. Monthly Speaker: These events are for members-only, but it's easy to become a member just click Join us. Handouts: Are you looking for a handout provided by one of our monthly speakers? Check out our member-only page. Renew Membership: To renew your membership go to your profile page and click on the Renew now button Membership application form: Would you rather pay your dues by check? Click here to print a paper copy of the application form. Feedback: Do you have a question, comment, or suggestion, just email us. Tax-exempt Status: The Financial Forum is a 501(c)(3) organization in good standing. Donations Welcome: The Financial Forum's two top expenses are room rental and membership software. You can help the Club reach financial security by making a small tax-exempt donation. Donate here |