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, November 12, Noon-1:00pm, Webinar: Continuing Care at Home Programs: A Smart Investment with Peace of Mind for Aging Adults

Join FPA Philly to discover how Continuing Care at Home (CCaH) programs are reshaping the future of aging in place — and why this emerging option is becoming essential for comprehensive retirement planning.

Click here to register

Thursday, November 20, 5-7:00pm, Joint Happy Hour FPA Philly & The Bond Club of Philadelphia at LasCalas Fire in Villanova.

Please join us for Happy Hour in the Burbs! Enjoy complimentary drinks, light hors d'oeuvres and great conversation with BCOP and FPA members out in the Philadelphia suburbs.

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Thursday, December 4th, 2025, 5-7:00pm, Member Holiday Reception & Giftcard Drive at The Cynwyd Club in Bala Cynwyd, Pennsylvania.

Join us for the FPA Philly Tri-State Member Holiday Reception at the Cynwyd Country Club. Eat, drink and visit with fellow members and friends from 5PM to 7PM. This event is complimentary to members and guests. Please donate giftcard for the food drive.

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Wednesday, January 7, 4-6:30pm, National and Regional Economic Outlook & Happy Hour at The Union League

Join FPA Philly for an Economic Outlook with Federal Reserve economist Ryo Tashiro. He’ll cover the economy’s outlook, labor market trends, and inflation’s impact on monetary policy. Happy Hour to follow. 1 CFP® CE.

Click here to register