Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

Mark Your Calendars and Save the Dates!
May 4, 2016 - Trap Shoot & Barbecue
2:00-6:00 p.m.
Delaware County Sportsman's Assn.
Space limited, RSVP by April 29th.

Register here.


May 5, 2016 - Philadelphia Estate Planning Council - Annual Meeting & Seminar (FPA Members invited)
3:00-8:00 p.m. (includes Cocktail Reception and Mutter Museum Access)
To be held at the College of Physicians, Philadelphia
CFP
® & PA Insurance CE Offered

Click here for details and registration.


UPDATE:  Was mistakenly listed as May 5th.

May 6, 2016 Conshohocken CE Study Group up
7:30-9:00 a.m.

Ameriprise Financial Services
Eight Tower Bridge
161 Washington Street, Suite 1300
Conshohocken, PA  19428

"Bridge the Gap Connecting Your Business with Millennials and Generation X"
presented by Tom Kanyok from Ivy Funds

Continental breakfast and networking from 7:30-8:00 a.m., CE 8:00-9:00 a.m.
Course approved for 1 hour of CPE/CPA, CFP® and CIMA credits

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


May 11, 2016 - Annual Spring Symposium
All Day
Saint Joseph's University

Register Now!  Click here.


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
Offices of eMoney, Radnor


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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