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.
Mark your calendar to attend these meetings.
May 25, 2023 Happy Hour in Wilmington hosted by our Silver Partner, Ares Wealth Management Solutions
5:30-7:00 p.m. - Iron Hill Brewery, Wilmington, DE
June 8, 2023 CE Webinar hosted by our Silver Partner, Ares Wealth Management Solutions
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)
September 14, 2023 CE Webinar hosted by our Gold Partner, First Trust
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
Meet Our Partners
Cantor Fitzgerald - Gold