Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

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.


June 3 - NexGen Coffee Talk

Roundtable Discussion on Philanthropy and Charitable Giving
FREE event (coffee and doughnuts will be provided)

Click here for more information and to register

June 3 -ASPPA Benefits Council of Greater Philadelphia

We would like to invite all FPA and PEBA members to attend our Members Only Networking Event on June 3rd at the Waterworks Restaurant.  FPA and PEBA members could attend at the special member rate of $45.

Click here for more information and to register

June 9 - Quarterly CE Breakfast Meeting

Kenn Tacchino speaking on Rollover Decisons and Strategies
Concordville Inn, Route 322 & U.S. Rt. 1, Concordville


Stay tuned for more information

June 18 Practice Valuation Workshop

Subject:David Grau, Jr., founder and CEO of Succession Resource Group, is the featured speaker and will provide insight into key considerations for valuing and transitioning your financial planning practice.

Click here for more information.

June 19, 2015 - Conshohocken CE Study Group Breakfast Meeting

Planning with Social Security & Medicare

7:30-10:00 a.m.

One CE Approved

Click here for more information and to register

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 16, 2015 Fall Retreat/Ethics/Golf Outing
Radnor Valley Country Club

Stay tuned for more information

September 26 - 28 2015 National Conference


Chapter members who use promo code AFBE15 will receive $50 off their registration.  This $50 will remain constant for early bird, advanced and regular registration.  Each member who uses this promo code will result in a $50 rebate back to your chapter.

Register here.

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.


Remember to use Promo Code AFBE15 to receive $50 off your registration!!

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2015 Chapter Sponsors

Historic Commercial Building For Rent

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Philadelphia Student Chapter:

St Joseph's University


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