Welcome to the local Philly Tri-State Area Chapter.

Upcoming Local Events

Mark Your Calendars and Save the Date!

March 7, 2017 - Doylestown CE Study Group
8:00-9:30 a.m. - Lite Breakfast Included
Doylestown Country Club

"Large Dollar Student Loans" presented by Michael R. Clancy, MBA, CFP®, CLU

Approved for 1 CFP® CE Credit

Click here for more information and to register.

March 16, 2017 - Quarterly CE Meeting
11:45 a.m.-3:10 p.m. (Lunch included)
Hilton Garden Inn, Ft. Washington

Speaker Wade Pfau, Ph.D., CFA
"Sustainable Spending for Retirement"
2 Hours of CFP® CE Credit Approved and 2 Hours of PA Insurance CE Credit Approved.

Click here for more information and to register.

March 23, 2017 - Conshohocken CE Study Group

"Estate Planning for Foreign Nationals Using Insurance"

7:30-9:00 a.m. - Lite Breakfast will be served.

To register contact michael.l.hartnett@ampf.com

April 22, 2017 Pro Bono Event at Delaware State University

We need Volunteers

Click here for more details.

May 17, 2017 - Spring Symposium
at Penn State Great Valley

June 15, 2017 - Quarterly CE Meeting

September 18, 2017 - Fall Retreat/Ethics/
Golf Outing - Radnor Valley Country Club

November 16, 2017 Quarterly CE Meeting

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

Chapter News

Job Opening -Associate Financial Planner for RTD Financial Advisors in Philadelphia
Click here for info and to apply.

Job Opening -  Financial Planning Associate - Bucks County - Click here for info and to apply.

Latest Newsletter

2017 Summer Internship Available

CE Study Group Information

2017 Chapter Sponsors



 Chapter Achives FPA National Gold Status




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