Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

  • SEPT 16       Fall Retreat/Ethics/Golf Outing


Register Here

Back by popular demand....Joel Weiner presenting his entertaining Ethics course!  We will be going to a brand new venue this year...the Normandy Farm Hotel & Conference Center in Blue Bell, PA and after a morning of education we will be golfing at the beautiful Blue Bell Country Club.  This year's event will give you the option of attending the whole day or you can just come and enjoy an afternoon of golf.  Please plan on being there.  More information and registration details coming soon...

We Thank our Chapter Sponsors

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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 mcers@verizon.net.

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