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, July 9, 11:00am-11:45am, Webinar : Highlights and Happenings

What's in it for you? Join FPA Philly's board members to hear about what's happening in your chapter. See you there!

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Wednesday, July 30, Noon-1:00pm, Webinar: Tax-Deferred Exchanges Overview

Join FPA Philly and Mike Kondras, of Hines Securities, Inc. for, Tax-Deferred Exchanges Overview . This course presents the foundation to understand tax-deferred exchanges.

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Wednesday, July 30, 5:30-7:30pm, Happy Hour & Networking Powered by Hines at The Great American Pub, Conshohocken, PA

Join FPA Philly and CFA Society of Philly for a fun evening of networking and happy hour. Connect with fellow professionals in a relaxed, social setting.

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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

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Monday, September 15 Retreat & Golf at the Radnor Valley Country Club, Villanova, 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.

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