Save These DatesApril 28, 2026, Speaker: Jennifer Walis - Estate Planning May 26, 2026, Speaker: from the FBI June 12, 2026, Schwab Workshop June 23, 2026, Speaker Michael Yoshikami July 28, 2026, Speaker Maryam Nabavi August 25, 2026, Speaker California Financial Advisers September 11, 2026, Schwab Workshop September 22, 2026, Speaker Oppenheimer October 27, 2026, Speaker November 24, 2026, Speaker Parallel Advisers December 11, 2026, Schwab Workshop | 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 |