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.
Chapter Events
Mark your calendar to attend these meetings.
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Mentor Program Now Accepting New Participants. Apply by June 30th
If you are looking to get more involved with FPA Philadelphia and enjoy one-on-one relationships, now is your opportunity! Starting in August, we will be hosting an FPA driven one-on-one mentorship program.
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July 10, 2024,12:30pm Webinar | Tax Playbook : Help Identify & Plug The Holes in Your Client’s Buckets
Join Jeffrey Clark. Investment accounts can be thought of like a bucket that collects your client’s assets. While the goal of a bucket is often to fill it up, sometimes
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September 23, 2024 Fall Retreat | Ethics | Golf Outing at Radnor Valley Country Club
8:00 a.m. - 1:00 p.m. Education & Lunch - 1:00-5:00 p.m. Golf Outing followed by Cocktail Reception & Golf Awards