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.
June 8, 2023 CE Webinar hosted by our Silver Partner, Ares Wealth Management Solutions
9:00-10:00 a.m.
June 22, 2023 Happy Hour at Iron Hill Brewery in Center City hosted by our Silver Partner, Fenimore Asset Management
5:30-7:00 p.m. - Iron Hill Brewery (1150 Market Street)
July 13, 2023 CE Webinar hosted by our Gold Partner, Cantor Fitzgerald
Noon-1:00 p.m.
July 27, 2023 Happy Hour hosted by our Silver Partner, Ares Wealth Management
5:30-7:00 p.m. - Venue in Wayne area TBD.
August 10, 2023 Virtual CE Webinar
9:00-10:00 a.m. - More info to follow.
September 14, 2023 CE Webinar hosted by our Gold Partner, First Trust
12:00-1:00 p.m.
September 14, 2023 Happy Hour hosted by our Gold Partner, Transamerica
5:30-7:00 p.m. - Venue in Blue Bell area TBD
September 15, 2023 New Member Orientation (Virtual)
9:00-10:00 a.m. - More info to follow.
October 2, 2023 - Fall Retreat/Ethics/Golf Outing - SAVE THE DATE!
8:00 a.m. - Noon (followed by Lunch, Golf, & Networking Reception after golf). Radnor Valley Country Club, Villanova, PA
October 19, 2023 Happy Hour hosted by our Silver Partner, LoCorr Funds
5:30-7:00 p.m. - Venue in Lehigh Valley area TBD
December 7, 2023 Holiday Party
6:00-8:30 p.m. - Venue TBD
Chapter Leadership
Meet Our Partners

Cantor Fitzgerald - Gold