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Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

  • Apr 24

    NexGen Happy Hour at Buffalo Billiards

    We will be holding our second NexGen Happy Hour on April 24th in Olde City at Buffalo Billiards.  We have reserved a private space in the back of the bar on the first floor and will have access to our own pool and shuffleboard tables.  We hope to have some friendly competition!  There is a modest fee that will cover the private space as well as appetizers.  $3 drafts and $4 well drinks will be available.  We look forward to seeing you there.  To register please click on the title of the event above.

  • Apr 30

    New Member Breakfast

    If you have joined our chapter in the last year, then we invite you to join us for our annual New Member Breakfast.  There you will meet with the chapter's leaders as well as other new members in a relaxed informal setting overlooking the golf course at the beautiful and newly renovated ACE Center in Lafayette Hill.  There is no cost to attend this event, but pre-registration is required.  We look forward to seeing you there!  To register click on the title of the event above.

  • May 13

    27th Annual Spring Symposium

    Please join us for our 27th Annual Spring Symposium!  Registration is now open.  Just click on the blue title of the event above.  5 1/2 CFP® CE Credits and 5 PA Insurance CE's are expected to be approved.  The first part of the day will be breakout sessions and then we will switch to general sessions for everyone.  We think you will like this new format and look forward to welcoming you to this year's Spring Symposium.  Once again, the pricing will remain the same as last year ($195 for members and $250 for non-members) and includes breakfast, lunch and breaks.  If you have any questions, please contact Chapter Administrator Chris Stewart at 215-295-0729 or


    7:30-8:30 a.m. - Registration/Breakfast/Networking/Sponsor Visitation

    8:30-9:20 a.m. - The Case for Succession Planning: Maximizing the Potential Value when Transitioning Practice Ownership
    presented by - Sameer Somal, CFP®, CFA, CFO, Blue Ocean Wealth Management

    8:30-9:20 a.m. - Estate Planning after ATRA - Why sound planning is still necessary despite the newer, higher exemptions and portability
    presented by - John Kilroy, CFP®, CPA, Senior Wealth Planner, The Vanguard Group

    9:25-10:15 a.m. - The Business Valuation Process - Properly valuing a sale or business purchase and best practices structuring a deal
    presented by - Thomas R. Titus, CEO and Managing Partner, SMART Concepts Group, LP


    9:25-10:15 a.m. - Estate Planning for the Modern Family
    presented by - Lori Epstein, Vice President, Advanced Markets, Financial Planning and Special Needs Planning, MetLife Premier Client Group

    10:15-10:41 a.m. - Break with Sponsors

    10:40-11:30 a.m. - An Economic Update: Opportunities and Risks
    presented by - Dr. David Kelly, JP Morgan

    11:30 a.m. - 12:50 p.m. - Lunch and Break with Sponsors

    12:50-2:00 p.m. - Compliance Jeopardy-Are you at Risk?  Test your knowledge and root for your favorite contestant in this real life jeopardy contest (Alex Trebek not included).  Know the questions to answer about Compliance, FINRA and State Insurance Regulations and what you can do to be prepared.
    presented by - Richard A. Levan, Esq., Wiggin & Dana

    2:10-3:00 p.m. - Finding Your Niche in the Retirement Marketplace - Building differentiation in the Rollover Market and positioning yourself as a company's go-to expert.
    presented by - John Carl, The Retirement Learning Center and Columbia Funds

    3:00-3:25 p.m. - Break with Sponsors

    3:30-4:30 p.m. - Live Your Legacy Now! In a world in which racism, violence, illness and poverty seem to overwhelm us so that we often close our eyes - and our hearts - to the suffering around us, we may not believe we have the power to change things.  Barbara Greenspan Shaiman shows in this session this simply isn't so.  This powerful session is part memoir and part how-to discussion and provides the tools and strategies to help you create meaningful change in your own life as well as in the lives of others. 
    presented by - Barbara Greenspan Shaiman

  • Jun 25

    Second Art & Education Event at The Barnes Museum

    Join us for our second (and hopefully Annual) Eduction & Art event at the fabulous Barnes Museum.  If you missed it last year you will want to be sure to attend this year.  We will begin with two hours of continuing education followed by a networking cocktail reception and full private museum access.  While we can't promise that you'll see Mick Jagger again this year, we do promise a delightful evening!  Check back for more details soon.

Upcoming National Events

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Click here for the slides from the 2012 Financial Planning Day


JOIN Pro Bono: SPEAK at one of our Pro Bono partners' events on a variety of consumer finance topics. Contact Michael Clancy at

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