FPA of the Philadelphia Tri-State Area

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.

Mark your calendar to attend these meetings.

FPA Philly Tri-State President's Message

Video link here

Wednesday, August 13, Noon-1pm, Webinar: Private Credit & Private Equity Decoded with Calamos

Join FPA Philly and Brett Graffy, Managing Director on the Pan-Alts team for an overview of Private Credit & Private Equity Decoded. As private markets continue their unprecedented expansion—in particular private credit and private equity

Click Here to Register!

Wednesday, August 13, 4:30-6:30PM, Networking followed by Happy Hour at City Tap House at Logan Square

Join FPA Philly and Fenimore to unwind, connect, and grow your network! Enjoy complimentary drinks, light bites, and great conversation with professionals from across the industry. Whether you're looking to make new connections or catch up with colleagues

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Tuesday, August 26, 1-1:45PM, Webinar: The Advisor Launchpad: Navigating Your Early Career with Confidence

Join FPA Philly and Kate Healy and Step onto the launchpad and set a confident trajectory for your financial advisory career.

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Monday, September 15, Fall Retreat & Golf Classic Featuring Ethics, at the Radnor Valley Country Club, PA

Join the FPA of Tri-State Philly for golf and An Engaging, Thought-Provoking Experience for Financial Professionals Carl Richards is known for his powerful keynote speeches.

Click here to register