About Financial Forums, Inc.
Founded by Henry Montag and Ronald Roel, Financial Forums, Inc. offers seminars, workshops and conferences for both professional and consumer audiences, designed to address multigenerational financial issues that affect every family, especially as people age.
The key areas include the management of interpersonal family issues involved in elder care, along with financial and legal tools to support the resolution of these issues.
We integrate financial literacy with family needs so these issues can be addressed strategically and holistically--before they become a crisis. Financial uncertainties add more pressure to the emotional anxiety, stress and turmoil of family dynamics, so offering people options or strategies to think about these issues helps them through the challenge.
We also offer consulting services for individual families, helping people create "The Family Meeting" as an means of developing a collaborative approach to financial intergenerational planning.
 Henry has lectured extensively on the subject of the proper utilization of insurance and investment products used to protect and preserve assets, to organizations such as the New York State Bar Association, the New York State Society of CPAs, and various regional and local banks. He has also spoken to national organizations such as the American Association of Individual Investors, the Whitehouse Conference on Aging and the American Society on Aging. Over the years he has developed an understanding in the overall coordination of a client’s assets, their goals as well as the features and benefits currently available in the various financial products in the marketplace today. In addition, Henry has spoken before numerous community and civic organizations. He is an advisory Board Member of the Academy of Finance at Northport High School, and a Board Member of the Center for Intergenerational Policy at Dowling College.He has been quoted in The Wall Street Journal, Investors Business Daily, Newsday, Long Island Business News, The Moneypaper and Financial Planning Magazine. He has appeared as a guest on Fox News, News 12, as well as WPIX,WMCA and WABC Talk Radio. |  The former editor of Newsday’s Real Estate and Act Two Retirement sections, Ron is co-creator of “Real Estate Next,” an educational conference for the Long Island’s residential real estate community. He is also the former editor of Act Two’s “Ask the Expert” column and currently a regular contributor to the Act 2 Column. Ron is an advisor to the Center for Intergenerational Policy and Practice at Dowling College; a member of the board of directors of the Kimmel Housing Development Foundation; and a past director of the National Association of Real Estate Editors. Over nearly 20 years, he held positions at Newsday ranging from Special Writer covering workplace issues to Deputy National Editor, receiving several journalism awards. He has been a frequent participant and speaker in regional conferences and workshops, including Vision Long Island; Gerontology Professionals of Long Island; Intergenerational Strategies; and Nassau-Suffolk region of the New York State Public Health Association. Ron is the author of two books and has written numerous articles, in addition to research, marketing and public relations projects. He has been an instructor at several local universities, recently teaching “News Literacy” at Stony Brook University’s Journalism School. |