Financial Forum

About:

Provide a comprehensive resource in an educational, and comfortable environment with new topics and speakers each week. That is the – FINANCIAL FORUM

“We are dedicated to being a trusted resource to all Lakewood Ranch residents”

Whether you are someone looking to bounce basic questions off someone, or just get a second opinion on what you are currently doing the Financial Forum can help you. If you want to keep up with Market and Industry Updates- (especially with changes we have seen in LTC- Long Term Care, Insurance, and Annuities as of recent) then this is the place for you. You can keep updated on Current Rates, get Trusted Investment Ideas- (i.e. Local Bond Offerings), or just listen to Great Speakers.

Meetings :

First and Third Thursday, Country Pancake House