Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

April 24 The Case for Succession Planning

Subject: How To Steward The Transition Of Your Business To Benefit Your Clients

Click here for more information.

April 29 FPA Philadelphia Happy Hour

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April 30 Center City Study Group

Subject: Life Settlements

Click here for more information.

May 6 eMoney Advisor Summit

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May 6 NexGen Professional Development Series

Subject: The Path to Ownership

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May 7 Bucks County Study Group

Subject: Flood Solutions

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May 13 Wilmington Study Group

Subject: New Study Group

Click here for more information.

May 18 Spring Symposium 

Subject: At St. Joseph's University featuring keynote speaker Steve Forbes.

Click here for more information.

June 2 FPA Pennsylvania Advocacy Day

Subject:  We need you to help us defeat a proposed sales tax on financial services that is included in the Governor’s 2015-16 budget.

Click here for more information.

August 20 The NexGen Professional Development Series: Business Development

Subject: How to build your network, obtain clients and develop business.

Stay tuned for more information.

September 26 - 28 2015 National Conference

Stay tuned for more information.

November 19 The NexGen Professional Development Series: Technology Talk

Subject: Round table discussion surrounding CRM systems, financial planning software, the role of Robo-Advisors, and communicating with clients virtually.

Stay tuned for more information.


Chapter News

Latest Newsletter

CE Study Group Information

2015 Chapter Sponsors

Historic Commercial Building For Rent

Volunteer Spotlight

Philadelphia Student Chapter:

St Joseph's University

 


   
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