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December 6, 2018 FPA Philadelphia & CFA Philadelphia High Net Worth Conference
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When: Thursday, December 6, 2018
8:30 AM
Where: Convene Cira Center (adjacent to 30th Street Station)
2929 Arch Street
Philadelphia, PA  19104
Contact: Christine Stewart

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Earn Up To 5 Hours of CFP Continuing Education Credits!
FPA Philadelphia, along with CFA Society Philadelphia, will host its yearly program focused on private wealth and high net worth investors.  This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, family office staff, trust and estate planners, asset managers and a host of experts in behavioral finance disciplines.   
The conference will address many of the pressing issues facing wealth investors, including:
  • Private Banking and Wealth Management
  • Women and Wealth Management
  • CIO Panel
  • Impact Investing and ESG
  • The Emergence of FinTech
  • New Learnings from Behavioral Finance
We are pleased to announce the confirmed Keynote Speakers for the conference:

Annie Duke, professional poker player and author of "Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts"

Andre Perold, Co-Founder, Managing Partner, and Chief Investment Officer of HighVista Strategies

Many of the sessions will be eligible for CFP® Continuing Education (CE) credits. 

The Conference Agenda and additional event information will be available soon.

There are a number of conference sponsorship opportunities available.  E-mail for more information.

The conference includes breakfast, lunch, morning/ afternoon coffee breaks, and a post-conference networking reception with refreshments and lite bites.


CFAP and FPA Philly Members:  $110.00
Non-Members:  $220.00

Thank you to the Sponsors of the 2018 High Net Worth and Family Wealth Conference:


FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us