Financial Forums, Inc. Presents:Henry Montag and Ronald Roel of Financial Forums, Inc. About Financial Forums Financial Forums, Inc. offers educational workshops and conferences for professional and consumer
organizations
designed to address multi-generational financial issues that affect every Family. We integrate financial literacy with family needs before they become a crisis. We help
individuals overcome P.D.D. — Planning Deficit Disorder. Professional Speaking EngagementsFinancial Forums, Inc. presents to various professional organizations such as the N.Y. State Bar Association and the N.Y. State Society of CPAs where CPE and CLE credits are issued. In addition, Financial Forums is often invited to address various Annual Symposiums and Intergenerational Conferences.See Our Upcoming Events » Our "Fiscal Literacy Program for Kids and Their Families" is designed to provide children—together with
their parents and grandparents—practical skills needed to assure a family's
healthy financial future. This interactive, two-hour program for high
schools, nonprofits and other family-oriented organizations, covers everything
from talking with your family about money and values, to teaching kids how
to avoid hidden fees and better manage their credit and debit cards,
to live independently and within their means. Individual consultations available. Click here to go to the Fiscal Literacy page. The Family MeetingHow can you create a realistic retirement plan when... 1. Your financial options seem so complex. 2. There's no family "quarterback" in charge. 3. You haven't yet decided on a succession plan for your business: Click for Family Business Brochure. 4. The family meeting helps parents connect with their adult children to create an intergenerational plan. Individual consultations available. Click here to go to the Family Meeting page. |
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