About FPA of Pittsburgh

Welcome to the Financial Planning Association (FPA) of Pittsburgh. Our chapter serves hundreds of industry professionals and is one of 86 nationwide chapters. FPA of Pittsburgh serves the greater Pittsburgh area as well as western Pennsylvania. Through monthly and annual events, we offer our membership a variety of opportunities to learn and grow professionally.

Our Mission Statement is Promoting and advancing financial planning for our members and local community

Our Primary Aim is: To be the community that fosters the value of financial planning and advances the practice and profession of financial planning

Our Value Proposition is: FPA of Pittsburgh is a premier professional association that gives financial advisors who want to learn, advocate and contribute, the opportunities they need to network, interact and develop successful practices.

Chapter Breakfast Meetings

Virtual - 8:30 am: Log on and open chat. 9 - 10 am: Program

January 14 CFP Ethics - 2 credits

Virtual 9 - 11 am

February 11

"The Future of Tax Planning Is Here" presented by Kevin Lozer, CFP, Co-founder, Holistiplan

March 11

"2021 Investment Themes: What Lies Ahead with the Markets and Virus" presented by Paul de Moor, CFA, Vice President, Capital Markets Strategy, Fidelity Investments

April 8

"Mastering Your Next Virtual Meeting like a TV Pro" presented by Newlin Archinal CFP
Register here

May 13

"Dos and Don'ts of Estate Planning"

June 10

"Working with COIs / Referrals"

July 8

"Launching Your Own Firm"

August 12

"Practice Management Open Discussion"

September 9

"High Net Worth Panel"

October 28

"13th Annual Financial "Four"um" Virtual 9 am - 5 pm

November 11

"Medicare" presented by Ashby Daniels, CFP

4th at 4 Social and Networking events

4th Thursday of the Month at 4 PM

January 28

February 25

March 25

April 22

May 27

June 24

July 22

August 26

September 23

October 28

Chapter Partners

Would you like to sponsor a Chapter Meeting?

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Chapter Leadership

Other FPA Links

PlannerSearch

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Journal of Financial Planning

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