Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

Mark Your Calendars and Save the Dates!

July 21, 2016 - Happy Hour in Philly

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 28, 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

July 26, 2016 - South Jersey CE Study Group Luncheon
12:00-2:00 p.m.

Gateway Mortgage Group Offices
75 Route 73 North, Suite F
Marlton, NJ  08053

Your Retirement - Your Way: Succession Planning Concepts presented by Ed Eckenroad, Regional Sales Director, AAG

Hosted by Steven Jablonski, Ameriprise Financial services

One CFP CE Credit Pending.

Register here.

August 16, 2016 - Conshohocken CE Study Group
7:30-9:00 a.m.

Ameriprise Financial Services
Eight Tower Bridge
161 E. Washington Street, Ste. 1300
Conshohocken, PA  19428

"Your Retirement - Your Way" presented by Ed Eckenroad, CFP, Sr. Regional Sales Director for Ameriprise Financial
Succession planning concepts to preserve the value of your practice.

One hour CFP CE Pending approval.

7:30 a.m. - Continental Breakfast/Networking
8:00-9:00 a,.m. - CE Presentation

RSVP to Mike Hartnett at michael.l.artnett@ampf.com

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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