Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

  • Oct 1       Main Line Study Group

Subject:         Home  Equity  Conversion  Mortgage      (HECM)

What  Every   Financial   Advisor  Should  Know   !

Speaker         Nicholas S. Maningas, Sr. Manager, HECM

Click here for more information

We Thank our Chapter Sponsors

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CE Study Group Information

Volunteer Spotlight


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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