Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

Mark Your Calendars and Save the Dates!
May 25, 2016 NexGen Time Management Seminar & Happy Hour
6:00-8:00 p.m.
Offices of eMoney
100 Matsonford Road, Radnor

Click here to read more and to register.  All are welcome!
Only $10 and includes cocktails & hors d'oeuvres.

May 26, 2016 - Doylestown Happy Hour
5:00-7:00 p.m.
Station Tap House
Sponsored by Victory Capital

Click here for more details and to register.

June 22, 2016 - Quarterly CE Meeting, Cocktails & Heavy Hors d'oeuvres
3:30-7:30 p.m.
Offices of eMoney Advisors, Radnor
Click here for more information and to register.

July 12, 2016 - Conshohocken CE Study Group
7:30-9:00 a.m.

Ameriprise Financial Services, Inc.
Eight Tower Bridge
161 Washington Street, Suite 1300
Conshohocken, PA  194238

"Completing the Picture of Wealth: Managing Tangible Assets" presented by Colleen Boyle, Pall Mall

One hour CFP® CE Approved

7:30 a.m. - Continental breakfast/networking
8:00-9:00 - CE Presentation

RSVP to Michael Hartnett at michael.l.hartnett@ampf.com

September 19, 2016 - Annual Fall Retreat Ethics & Golf Outing
Radnor Valley Country Club, Villanova, PA

November 15, 2016 - Quarterly CE Meeting
Union League of Philadelphia
4:00-7:30 p.m.

More info to follow...


Rich Durso, current chair of your Philadelphia Tri-State Chapter is on the task force of the FPA Be Conference in Baltimore.  This conference is shaping up to be one of the best ever.  You will be glad that you made the two-hour drive!  September 14-16 at the Baltimore Convention Center.

Be Successful.  Be Knowledgeable.
Be Connected.


For more information:  http://fpa-be.org/

To register click here.

Chapter News

Latest Newsletter

CE Study Group Information

2016 Chapter Sponsors


Welcome 2016 Board of Directors


 Chapter Achieves FPA National Gold Status

 Summer Internships Now Available!

Click here for RTD Financial Advisors Summer Internship Application I (Financial Planning)

Click here for RTD Financial Advisors Summer Internship Application II (Investments)




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