Welcome to the Premier Association for the Financial Planning Profession

Registration is now open for FPA Retreat 2010!

The scenic Texas Hill Country outside San Antonio sets the perfect backdrop for this year’s most advanced financial planning conference: FPA Retreat 2010. Designed specifically for the profession’s top experts, elite planners, and most experienced practitioners, FPA Retreat 2010 serves as financial planning’s hub for executive-level networking, cutting-edge education sessions, and ground-breaking discussions.

FPA Retreat is more than a conference – it is an experience that revitalizes and inspires financial planners who are passionate about what they do. By attending Retreat, planners learn to bridge the gap between the technical and personal aspects of financial planning while participating in the discussions that drive the profession forward.

Online Registration Form

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Vince Papale Book Signing At Financial Fitness Day

Sitting: Vince Papale
Standing from left to right: Joan Sharp, Tim Carroll, Scott Michalek, Bill Suplee, Cathy Seeber and John Kilroy

2009 Chapter Recognition Program

The Philadelphia Tri-State Area Chapter of the Financial Planning Association has achieved the National FPA's Roadmap to Success and was awarded three Outstanding Achievement Awards at the Recognition Dinner in Denver on November 13, 2009. The three winning categories were: Public Awaresess (for Financial Fitness Day); Technology (for the Financial Fitness Day web site); and Government Relations (for Congressman Mike Castle's presentation to the chapter). Philadelphia was the only chapter in the country to win more than two Outstanding Achievement awards.

Who We Are

The Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA) is a non-profit organization with a mission to assist our members in their professional development. By providing continuing education and networking opportunities, the FPA – PTSA makes certain that members are up-to-date on the latest financial planning issues and techniques.

What We Do

The chapter also strives to promote public awareness about the financial planning profession. Through proactive activities involving the media, community leaders, and other community-based organizations, the FPA - PTSA provides the public with relevant and timely information on personal financial planning strategies.