Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

June 19 - Conshohocken CE Study Group Breakfast Meeting

Planning with Social Security & Medicare

7:30-10:00 a.m.

One CE Approved

Click here for more information and to register

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

Stay tuned for more information

September 26 - 28 2015 National Conference


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

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.


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

Chapter News

Latest Newsletter

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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