Welcome to the local Philly Tri-State Area Chapter.

Upcoming Local Events

Mark Your Calendars and Save the Dates!

October 24, 2016 -  Golf Outing

Radnor Valley Country Club, Villanova, PA

Register here.

Due to the inclement weather on September 19th the golf outing portion of the day had to be cancelled.

We are happy to report that RVCC has agreed to let us reschedule the golf outing and the date is October 24th.

If you were unable to make it on the 19th, we sincerely hope you will be able to join us on October 24th.  And don't worry, if you paid to golf and cannot attend on the new rescheduled date, we will gladly issue you a refund for that portion of the day. 

October 25, 2016 - Wilmington CE Study Group
11:30am-1:00pm (Lunch provided)
Hosted by: Steve Duncan, CFP® and Laura Fontana, CFP®, ChFC

Ameriprise Financial Services
1011 Centre Road, Suite 100
Wilmington, DE  19805

"Your Retirement...Your Way" Succession Planning Concepts by Ed Eckenroad, CFP®

RSVP by October 18 to Kathryn Reynolds at 302-468-8200 or kathryn.s.reynolds@ampf.com

November 2, 2016 -10th Annual PSPS Leadership Forum featuring Liz Wiseman, one of the world's leading experts on leadership.

Click here for all of the information and to register.

FPA Chapter members receive a discounted rate and save $90!! Please select "Alliance Partner Member Registration" pricing and fill in FPA Philadelphia.

November 4, 2016 -  Career Day
8:00 a.m.  3:30 p.m.
Philadelphia Downtown Marriott Hotel

Join us for our 3rd Annual Career Day!

Click here to read all about it and to register.

November 10, 2016 - Center City CE Study Group
Noon-1:15 p.m.
(Bring your own lunch, refreshments provided) There is a restaurant on the first floor.
Wescott Conference Room, 12th Fl.
30 S. 17th St., Philadelphia

"Doing Divorce Differently" - Alternative Dispute Resolution - Divorcing Couples

One Hour CFP® CE Credit approved.

RSVP to Rachel Moran at 215-557-3800 or rachel@rtdfinancial.com by November 3rd.

November 15, 2016 - Quarterly CE Meeting
Union League of Philadelphia
4:00-7:30 p.m.

More info to follow...

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2016 Chapter Sponsors


2016 Board of Directors


 Chapter Achieves FPA National Gold Status




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