Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events



August 20 - The NexGen Professional Development Series: Business Development Panel

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

For details and to register click here.

 


August 27 - Conshohocken Study Group (One Hour CE for CFP)
Topic:  Alternative Investments & Business Development Companies presented by Marshall Birkens from Franklin Square
7:30-9:00 a.m. (breakfast provided)
Ameriprise Financial Services
Eight Tower Bridge
161 Washington Street, Ste. 1300
Conshohocken, PA  19428

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

September 16 - Fall Retreat/Ethics/Golf Outing
Radnor Valley Country Club


For details and to register click here.

September 26 - 28 2015 National Conference

Discount/Rebate

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 18 - Quarterly CE Breakfast Meeting
7:30-10:30 a.m.

Stay tuned for more information.


November 19 - The NexGen Professional Development Series: Technology Talk

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

Stay tuned for more information.

 


November 20 - Conshohocken CE Study Group (One Hour CE Credit for CFP & PA Insurance)
Topic:
Communicating Your Value Proposition presented by Timothy King from John Hancock
7:30-9:00 a.m. (breakfast provided)
Ameriprise Financial Services
Eight Tower Bridge
161 Washington Street, Suite 1300
Conshohocken, PA  19428

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

 


FPA Boston CLICK HERE

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

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Philadelphia Student Chapter:

St Joseph's University

 



 
   
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