Welcome to the local Philly Tri-State area chapter.

Upcoming Local Events

March 18 Center City Study Group

Subject: The Quality of Life Presentation

Click here for more information

March 26 Education Meeting

Subject: Quarterly Education & Networking Meeting

Click here for more information

April 23 The NexGen Professional Development Series: Buying into a Practice

Subject: How to negotiate and structure a buy-in.

Stay tuned for more information.

May 18 Spring Symposium 

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

Stay tuned 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.

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.

Chapter News

Latest Newsletter

CE Study Group Information

2015 Chapter Sponsors

Volunteer Spotlight

Philadelphia Student Chapter:

St Joseph's University


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