What We Are

Rossmoor Financial Forum is a diverse group seeking clarity and understanding in the world of finance. We aim to provide our members the education and tools necessary to make informed decisions regarding their portfolios and expand their financial literacy ranging from national and international to local issues.

Topics Include

  • Portfolio Allocation
  • Organizing Financial Records
  • Will and Trusts
  • Identity Theft and Fraud
  • Estate and Financial Planning
  • How to pick an investment advisor
  • Alternative Investment Strategies
  • Long Term Budgeting

Speakers Include

  • Economists
  • Business Leaders
  • Financial Planners
  • Attorneys
  • Real Estate Professionals
  • Chat Groups
  • Panel of Experts
  • Movie and Discussions
  • Multimedia Presentations

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595 - info@rffclub.net

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