Financial Forum

Financial Forum

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Financial Forum, Inc. is a wealth management firm established more than two decades ago.

12/07/2024

✨ Get Ready for a Sweet Treat and Even Sweeter Memories! 🎄

We’re so excited to see you all this Sunday for our special screening of Elf! 🍿

Here’s a quick reminder to make sure you’re all set:

📍 Location: Regal Spokane Valley, 14760 E Indiana Ave, Spokane Valley, WA 99216
⏰ Doors Open: 1:15 PM | Movie Starts: 2:00 PM
🍿 What to Bring: Just yourself (and your festive sweater)! Stop by our check-in table to grab your food & drink vouchers.

🎉🎄 Happy Holidays! 🍪✨

11/20/2024

"The best way to spread Christmas cheer is singing loud for all to hear!" — Buddy the Elf 🎄✨

We’re so excited to see everyone at Financial Forum’s exclusive screening of Elf! Join us for a cozy, festive afternoon with free popcorn, drinks, and all the holiday vibes! Wear your favorite festive sweater, bring your friends and family, and let’s make this a memorable start to the holiday season. 🎅✨

Event Details:
📅 Date: Sunday, December 8th, 2024
🕒 Time: 2:00 PM (Doors open at 1:15 PM)
📍 Location: Regal Spokane Valley, 14760 E Indiana Ave, Spokane Valley, WA 99216

Don’t forget to RSVP to save your spot — we’d love to celebrate with you! Secure your seats now at https://www.financialforum.io/christmas-movie-registration.

This is a special event exclusively for our valued clients and their loved ones.

11/14/2024

“Do you have any friends? Do you have a best friend? Does he have a big coat, too?” — Buddy 🎄✨

Bring your friends and family to join us for Financial Forum’s very first private screening event! 🎬 We’re hosting a special viewing of Elf at Regal Spokane Valley on Sunday, December 8th at 2:00 PM. Doors open at 1:15 PM — don’t forget your festive sweater!

Enjoy complimentary tickets, popcorn, and drinks, exclusively for our valued clients and their loved ones. RSVP is required, so secure your spot today at https://www.financialforum.io/christmas-movie-registration or call us at (509) 458-5373.

📍 Regal Spokane Valley
📅 December 8th, 2:00 PM
👥 RSVP required – seats are limited!
🎁 This event is exclusive to our valued clients and their families and friends.

09/09/2022

Happy National 401(k) Day! This year’s 401(k) Day campaign aims to help American savers better understand their retirement plan and retirement readiness by “Knowing Your Numbers.” The awareness campaign features a checklist for plan participants to help them organize important information they may need for retirement:
https://www.psca.org/industry-intel/401k-day/401k-day-2022

09/05/2022

Happy Labor Day!
Our office will be closed today (09/05/2022). We will be back on Tuesday (09/06/2022). 😀

08/20/2022

Happy International Geocaching Day! Do you enjoy treasure hunts?
Katie: "Our family enjoys getting out in nature to find 'treasures' (caches), even on vacation! We've found 30+ caches in WA, OR, ID, and BC so far. Before the year's out, we plan to add AZ, MN, WI, IA, NE, KS, and MO to our list. 😄"

Photos from Financial Forum's post 07/28/2022

Happy National Intern Day! We would love to give a shout out to all our past and current interns. We truly appreciate your time here at Financial Forum and thank you for supporting us!

07/07/2022

Let us know if you'd like to join us!

07/04/2022
05/30/2022

"Our debt to the heroic men and valiant women in the service of our country can never be repaid. They have earned our undying gratitude. America will never forget their sacrifices." - Harry S. Truman

Photos from Financial Forum's post 05/09/2022

Today is National Train Day 🚉 and Katie's family is excited for the Amtrak adventure they have planned for this fall. The last time she was on Amtrak, she was 5 yrs old!

Have you ridden the rails? Where did your train travel take you?

04/17/2022

Happy Easter from Financial Forum!

What is your favorite Easter memory or tradition?

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Address


501 N. Riverpoint Boulevard , Ste. 104
Spokane, WA
99202

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm