Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

Mark Your Calendars and Save the Dates!
June 22, 2016 - Quarterly CE Meeting, Cocktails & Heavy Hors d'oeuvres
3:30-7:30 p.m.
Offices of eMoney Advisors, Radnor

Click here for more information and to register.


June 23, 2016 - Center City CE Study Group
Noon - 1:15 p.m.


Wescott Conference Room, 12th Floor
30 S. 17th Street, Phila.

Bequeathing IRAs: The Case for Charitable Remainder Unitrusts presented by Scott Meyer, Esq., from Montgomery McCracken

One hour of CFP CE pending

RSVP to Rachel Fieweger at rachel@rtdfinancial.com or 215-557-3800

Please bring your own lunch.  Refreshments will be provided.  There is a restaurant on the first floor of the building.


July 12, 2016 - Conshohocken CE Study Group
7:30-9:00 a.m.

Ameriprise Financial Services, Inc.
Eight Tower Bridge
161 Washington Street, Suite 1300
Conshohocken, PA  194238

"Completing the Picture of Wealth: Managing Tangible Assets" presented by Colleen Boyle, Pall Mall

One hour CFP® CE Approved

7:30 a.m. - Continental breakfast/networking
8:00-9:00 - CE Presentation

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


July 19 - NexGen Phillies Game
6:00 p.m. - Networking
7:05 p.m. - Game Time (vs. Miami Marlins)

All members are welcome to attend
$30 per person

RSVP by July 6th.

Click here for more information and to register.


July 21, 2016 - Happy Hour in Philly
5:00-7:00pm.

MisConduct Tavern
1500 Locust Street
Philadelphia, PA  19102

Hosted by Ron Pucillo of Cohen and Steers

RSVP to Chris Stewart at ccstewart@comcast.net


July 26, 2016 - Happy Hour in Malvern
5:00-7:00 p.m.

General Warren Inne
9 Old Lancaster Road, Malvern

Hosted by Ameriprise Financial Services

RSVP to Chris Stewart at ccstewart@comcast.net


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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