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.

March 28, 2024 - Education Meeting & Networking Reception

3:00-7:00 p.m. - The Alloy Hotel, King of Prussia
Click here for more information and to register.
VirtualMeeting2

April 3, 2024 Webinar Unlocking Social Security

12:00-1:00 p.m.

April 11, 2024 - Happy Hour/Fun Event (Venue TBD)

5:30-7:30 p.m.

May 15, 2024 - 37th Annual Spring Symposium & Networking Happy Hour

7:30 a.m. - 7:00 p.m. - Penn State Great Valley Campus, Malvern
VirtualMeeting2

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.
VirtualMeeting2

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.
VirtualMeeting2

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
VirtualMeeting2

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.
VirtualMeeting2

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)

Meet Our Partners

Allianz Life Insurance - Gold
Cantor Fitzgerald - Gold
Clark Capital Management Group - Gold
Transamerica - Gold
Capital Group/American Funds - Silver
Calamos Investments - Silver
Charles Schwab -Silver
CNL Securities - Silver
Fenimore Asset Management - Silver
Hines Securities - Silver
Jackson RIA & Wealth Managers - Silver
Nationwide Advisory - Silver
Sit Mutual Funds - Silver