FPA of Pittsburgh
Pittsburgh , PA
About FPA of Pittsburgh
Our Core Member is a CERTIFIED FINANCIAL PLANNER™ professional.
Our Core Values:
- We lead with power and purpose.
- We are passionate about our calling.
- We strive for personal and professional excellence.
- We connect for collaborative impact.
- We care for and support each other.
Our Core Policy ~ The Certified Financial Planner™ certification and the standards it represents constitute the foundation of the financial planning profession.
Our Value Proposition ~ As a Certified Financial Planner™ professional, FPA is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.
Chapter Breakfast Meetings
Virtual - 8:45 am: Log on and open chat. 9 - 10 am: Program
January 13 CFP Ethics - 2 credits
Virtual 9 - 11 am
February 10
Medicare Update ~ The Very Latest
March 10
Battle of the Advisors
April 14
"Introduction to Executorship and its Challenges" by Charles J. O'Neill Jr., Founder & CEO, Executor Services LLC and "Retirement and Estate Planning after The SECURE ACT" by Matthew F. Schwartz, Esq., and John P. Montoya, Esq., Lange Legal Group
May 12
"The Decade of Generational Wealth" presented by Jonathan Habbrshon, VP, Family Engagement Consultant for Fidelity's Family Office Service and Center for Family Engagement
June 9
"Guide to the Markets"
July 14
"Coffee Talk: Staying Connected and Engaged with your FPA Board and Committees.
August 11
"Social Security – Avoid the Most Common Mistakes" presented by Brian F. Paluso, CFP®, CLU®, RICP®, AIF®, NSSA, HPK Provident Advisors
September 8
"Valuations for Business Owners" presented by Brian Sarkis, CFP, Founder & Managing Director and Adam Caccamise, Senior Client Advisor, Franklin Nova Group
October 27
"14th Annual Financial Four'um" Watch Parties with a Virtual Option ~ 8 am - 4 pm followed by Happy Hour
November 10 - cancelled
December 8 Hybrid Breakfast Meeting
"Navigating Through Marital Reorganization" presented by Gregory F. Suher, Partner with Leech Tishman
4th at 4 Socials, Networking and Additional events
4th Thursday of the Month at 4 PM
January 27
February 24
March 24
April 21 5:30 - 7:30 PM NexGen Social and Networking Event
Shorty's Pins X Pints, Northshore
April 28
May 26
June 23
July 28
August 25
Register here
September 22
Register here
September 14, 5 - 6:30 pm
Women of FPA Networking Event, Pickleball at Edgeworth Club in Sewickley
October 24 & 25
Pennsylvania Advocacy Days
Chapter Partners
14th Annual Financial Four'um Keynote Partners
Gold and Silver Partners
14th Annual Financial "Four"um - Thursday, October 27, 2022
Partnerships are being accepted
Chapter Leadership
Other FPA Links
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