Upcoming events

    • June 29, 2021
    • 3:00 PM (PDT)
    • Fireside Room
    • 34

    George NocetiThe Financial Forum welcomes George Noceti at 3:00 P.M. on Tuesday, June 29th. His topic will be The 2021 Economic Outlook.  As we say, good riddance to 2020. We enter 2021 with confidence that new markets and business cycles have risen. This relevant presentation is designed to answer four top of the mind questions:

    First, in which direction is the economy trending?
    Second, what will be the government policy response?
    Third, what will be the impact on market leadership?
    Fourth, how should I invest in the recovery?

    Our speaker, George M. Noceti, is well qualified to speak on this subject. He is a Morgan Stanley Wealth Advisor in Walnut Creek and helps high net worth clients with planning and investing. George is a frequent commentator on KCBS every Saturday morning and a monthly guest on the Saturday KGO Michael Finney radio show. George is called upon by Fox-KTVU, ABC, and KRON to provide financial color to business breaking news. 

    This event will be in the Fireside Room with a limit of 100 people. It's open to all active members of the Financial Forum. Please sign up by clicking on the register button. For information on this lecture or how to become a member, please contact Joe Hoffman at 925-954-7912.

Past events

June 09, 2021 Charles Schwab Workshop
May 25, 2021 Speakers: Terri Tobey, Stefany Martinez, & Margueriette Williams
April 20, 2021 Speaker: Daniel Gannett
March 30, 2021 Speaker: Mark McMechen
February 23, 2021 Speaker: Megan Thompson
January 26, 2021 Speakers: Angela Wright and Richard Del Monte
December 11, 2020 Charles Schwab Workshop
November 24, 2020 Speakers: Michael Yoshikami
October 27, 2020 Speaker: Andrew Parrott
September 25, 2020 Speakers: Ben Peters and Bob Enright
August 28, 2020 Speakers: Laura Patton, Fred Steingraf & Jody Irons
July 28, 2020 Speaker: Daniel Gannett
May 07, 2020 Small Group Chat
April 28, 2020 Speaker: Michelle Higgins
April 13, 2020 Movie: Office Space (1999)
April 02, 2020 Small Group Chat
March 31, 2020 Speaker: Greg O'Donnel
March 13, 2020 Charles Schwab Workshop
March 09, 2020 Movie: Inequality for All (2015)
March 05, 2020 Small Group Chat
February 25, 2020 Speaker: Ray McFalone
February 10, 2020 Movie: Sneakers (1992)
January 28, 2020 Speaker: Michael Yoshikami
January 13, 2020 Movie: SEED The Untold Story
December 13, 2019 Schwab Workshop
December 09, 2019 Movie: The Founder
November 19, 2019 Speaker: Ray Polin
November 11, 2019 Movie: The Shadow World

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595

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