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.
FPA Philly Tri-State President's Message
Video link here
September 19, 12:00PM-1:00PM | Multi Chapter Webinar: Taxes, Transfers & Tea Leaves
Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for: Fall 2024 Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty.
September 23, 8AM - 5PM | Fall Retreat | Ethics | Golf Outing at Radnor Valley Country Club
8:00AM - 1:00PM Education & Lunch - 1:00 - 5:00PM Golf Outing followed by Cocktail Reception & Golf Awards
September 24, 6:40PM - 9:40PM | Phillies vs. Cubs
Join FPA Philly Tri-State for a night at the ball park. Ticket is $68.00. Space is limited, register today!
September 28, 9:30AM-3:30PM | Seeking CFP Volunteers
FPA Metro NY-AARP is hosting "What the Financial-Financial Empowerment Roadmap" at the CUNY Graduate Center. CFP member volunteers are needed!