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.

Thursday, June 13, 2024 Webinar Taxes Transfers & Tea Leaves 12:00-1 PM

Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for Policy and Planning: Preparing Your HNW Clients for Uncertainty by Taking Action.
Click here to register

Thursday, June 13, 2024 Happy Hour/Fun Event

Join the FPA Philly Tri-State for happy hour at Chambers 19 Bistro & Bar in Doylestown, PA. Relax, network and enjoy light refreshments with fellow members.
Click here to register

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.

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

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.

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
FP Alpha - Silver
Hines Securities - Silver
Jackson RIA & Wealth Managers - Silver
Nationwide Advisory - Silver
Osterweis Capital Management - Silver
Sit Mutual Funds - Silver