Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

April 24 The Case for Succession Planning

Subject: How To Steward The Transition Of Your Business To Benefit Your Clients

Click here for more information.

May 18 Spring Symposium 

Subject: At St. Joseph's University featuring keynote speaker Steve Forbes.

Stay tuned for more information.

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.

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 26 - 28 2015 National Conference

Stay tuned for more information.

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.

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CE Study Group Information

2015 Chapter Sponsors

Historic Commercial Building For Rent

Volunteer Spotlight

Philadelphia Student Chapter:

St Joseph's University


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