Rossmoor Financial Forum 

Walnut Creek, CA  

RFF Policy Center

Terms of Service

Last Updated: 3/1/2024

Our Mission

The Financial Forum is a 501(c)3 whose mission is to educate its members in all finance matters, including estate planning, wealth management, insurance, real estate, fraud, and identity theft. The Forum is for educational purposes only and does not make recommendations on what to buy, sell or how to adjust one's portfolio. We aim to give our members the education and tools to make informed portfolio decisions. The information provided is only suitable for some, and each person must understand their level of risk tolerance. It is always best to consult your professional financial advisor. The Financial Forum is not an investment club.

Membership

Membership dues are $20 per person for a calendar year. You may cancel your membership and request a full refund of your membership dues within 30 days of payment.

Meetings

The monthly speakers are on the fourth Tuesday of each month.
Schwab workshop on the second Friday four times a year.
The club-sponsored movies are on the second Monday of the month.
Small Group Chat is a follow-up of the speaker event on the first Thursday.

Contact us

For any questions or concerns regarding this Terms of Service, please contact us at support@rffclub.net

Update to this Policy

We reserve the right to modify this privacy policy at any time, effective upon posting an updated version on our website. www.rffclub.net.



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


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