FPA Philly is the premier group in the Philadelphia region bringing together almost 500 local professionals in the financial planning industry. Join today and meet like-minded professionals working to improve our practices and grow our businesses. Our goal is to provide premier education and industry events, as well as networking and practice management opportunities.
Chapter Events
Mark your calendar to attend these meetings.
April 25th, 2024 Happy Hour/5:30-7:30 p.m.
Join the FPA Philly Tri-State for happy hour at Yards Brewing Company in Philadelphia! Relax, network and enjoy light refreshments with fellow members.
May 15, 2024 - 37th Annual Spring Symposium & Networking Happy Hour
8:00 a.m. - 6:00 p.m. - Penn State Great Valley Campus, Malvern
June 5, 2024 Webinar (Topic TBD)
9:00-10:00 a.m.
June 13, 2024 Happy Hour/Fun Event (Venue TBD)
5:30-7:30 p.m.
July 10, 2024 Webinar (Topic TBD)
12:00-1:00 p.m.
July 18, 2024 Happy Hour/Fun Event (Venue TBD)
5:30-7:30 p.m.
August 7, 2024 Webinar (Topic TBD)
9:00-10:00 a.m.
September 23, 2024 Fall Retreat/Ethics/Golf Outing at Radnor Valley Country Club
8:00 a.m. - 1:00 p.m. Education & Lunch - 1:00-5:00 p.m. Golf Outing followed by Cocktail Reception & Golf Awards
October 2, 2024 - Webinar (Topic TBD)
12:00-1:00 p.m.
October 10, 2024 Happy Hour/Fun Event (Venue TBD)
5:30-7:30 p.m.
November 6, 2024 Webinar (Topic TBD)
9:00-10:00 a.m.
November 14, 2024 Happy Hour/Fun Event (Venue TBD)
5:30-7:30 p.m.
December (first week) Holiday Party/Toys for Tots
6:00-8:00 p.m. (Venue TBD)