Welcome to the local Philly Tri-State Area Chapter.

Upcoming Local Events

Mark Your Calendars and Save the Date!

January 18, 2017
Center City CE Study Group
Noon-1:15 PM
"Large Dollar Student Loans" presented by Michael R. Clancy, MBA, CFP®, CLU

One hour CFP® CE approved.

Click here for more detailed information and to register.

Or RSVP to Rachel Moran at rachel@rtdfinancial.com or 215-557-3800

January 19, 2017 - Quarterly CE Meeting
8:15-11:25 a.m. (full buffet breakfast included)
Crowne Plaza Hotel, King of Prussia

Click here for more information and to register.

March 16, 2017 - Quarterly CE Meeting

May 16, 2017 - Spring Symposium

June 15, 2017 - Quarterly CE Meeting

September 18, 2017 - Fall Retreat/Ethics/
Golf Outing

November 16, 2017 Quarterly CE Meeting

More detailed information will be posted and sent as it becomes available.

Chapter News

Latest Newsletter

2017 Summer Internship Available

CE Study Group Information

2016 Chapter Sponsors


2016 Board of Directors


 Chapter Achives FPA National Gold Status




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