Upcoming events

    • October 24, 2023
    • 12:00 PM
    • Club Room at Creekside
    • 10

    Bryce GillThe Financial Forum welcomes Bryce Gill, Economist for First Trust Bank of Austin, Texas. Bryce will be in the Club Room at the Creekside Clubhouse at noon on Tuesday, October 24th. The topic of his talk will be “Volatility has Arrived.” Bryce Gill has a BA in economics from Miami University of Ohio and an MBA from Texas McCombs School of Business.

    Greg O’Donnell of the O’Donnell Financial Group is sponsoring this event. Greg hosts the Greg O’Donnell Financial News Hour on KSFO at noon on Saturday. He is well known for his “Little Red Retirement” books and is a well-respected financial advisor in the Bay Area. 

    The Financial Forum is a 501 3(C) in good standing. Its mission is to educate our members in all finance matters, including wealth management, estate planning, insurance, long-term health care, elder abuse and fraud prevention.

    This event is open to all active members of the Financial Forum. Sunrise Bistro will provide a light lunch. To make reservations, click the Register button. Since the club Room at Creekside can accommodate only 88, there will be a waiting list. Please be considerate of others and cancel on our website if you can’t attend. For more information on the speaker or how to become a member, please contact Joe Hoffman at 925-954-7912.

Past events

September 26, 2023 Speakers: Emily Milstein
September 08, 2023 Schwab Workshop
August 22, 2023 Speakers: Ken Johnson
July 25, 2023 Speakers: Dr. Jon Haveman
June 27, 2023 Speakers: Andy Stevens
May 23, 2023 Speakers: Apollo Lupescu and Angela Wright
May 12, 2023 Schwab Workshop
April 25, 2023 Speakers: David Nearon and Philip Greenan
March 28, 2023 Speakers: Clay Smudsky
March 10, 2023 Schwab Workshop:
February 28, 2023 Speakers: Julie Cane
January 24, 2023 Speakers: Michael Yoshikami
December 09, 2022 Schwab Workshop: Cottrell Smith
November 29, 2022 Speakers: Michael Townsend
October 25, 2022 Speakers: Richard Del Monte and Angela Wright
September 27, 2022 Speakers: George Noceti
September 09, 2022 Schwab Workshop: David Koenig
August 23, 2022 Speakers: Jesse Gossett
July 26, 2022 Speakers: John Devlin, Duane and Rosalie Stinson
July 08, 2022 Schwab Workshop: DJ Tierney
June 28, 2022 Speakers: Mary Beall and Martha Echols
May 23, 2022 Speaker: Robert Mascio
April 26, 2022 Speaker: Monique Winkler
March 29, 2022 Speaker: Raymond McFalone
March 11, 2022 Schwab Workshop: Michael Townsend
January 25, 2022 Speaker: Michael Yoshikami
December 14, 2021 Schwab Workshop: Liz Sonders
November 30, 2021 Speaker: Peter Konrad and Garrett Konrad
October 26, 2021 Speaker: Joel Lesser
September 28, 2021 Speaker: Kathy Jones
August 31, 2021 Speaker: Emily Milstein
July 27, 2021 Speaker: Kevin Urbatsch
June 29, 2021 Speaker: George Noceti
June 09, 2021 Schwab Workshop: Jeffery Kleintop
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 Schwab Workshop: Preston Sargent
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
April 28, 2020 Speaker: Michelle Higgins
March 31, 2020 Speaker: Greg O'Donnel
March 13, 2020 Schwab Workshop: Jack Caldwell
February 25, 2020 Speaker: Ray McFalone
January 28, 2020 Speaker: Michael Yoshikami
December 13, 2019 Schwab Workshop
November 19, 2019 Speaker: Ray Polin

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

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