FPA Philly is the premier group in the Philadelphia region bringing together almost 600 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.
October 2, 2023 - Fall Retreat/Ethics/Golf Outing
8:00 a.m. - Noon (followed by Lunch, Golf, & Networking Reception after golf). Radnor Valley Country Club, Villanova, PA
October 19, 2023 Finance Networking Night-Employers Welcome!
5:00-7:00 p.m. - Temple University - Alter Hall, 7th Floor
October 20, 2023 New Member Orientation (Virtual)
9:00-10:00 a.m.
November 9, 2023 - CE Webinar - Financial Planning for Newly Widowed Clients
9:00-10:00 a.m.
November 14, 2023 PA State Advocacy Day
Pennsylvania State Capitol, Harrisburg, PA
December 7, 2023 Holiday Party
6:00-8:30 p.m. - Venue TBD
Chapter Leadership
Meet Our Partners

Cantor Fitzgerald - Gold