FPA Philly is the premier group in the Philadelphia region bringing together over 600 professionals in the financial planning industry. Join today!
Joined December 2014
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Do you have burning questions about estate planning for your clients? Our next CE Meeting is on 3/22 and we'll hear from experts in trust and estate planning.
You can sign up for virtual or in-person here: lnkd.in/dUp37nQx
Miss connecting with your fellow FPA members in person? We're having a Happy Hour in Doylestown, PA at Chambers 19 on March 8 at 5 pm.
Register now & save the date: lnkd.in/dV-3caAz
Sign up for February Virtual Study Group on the 23rd @ 8 AM! Join us for CE approved session about the Bipartisan Budget Act of 2015 changes to the Social Security filing strategies known as "File and Suspend" and "Restricted Application" events.r20.constantcontact.c…
Our first virtual CE meeting of the year is on 1/27! We'll hear from John Kilroy at iValue Financial Planning on tax planning opportunities and Sean Clark at Clark Capital Management Group about navigating a post-COVID economic recovery.
Register now: lnkd.in/dAN_kaTU
Did you know Dunder Mifflin's CFO was formerly a financial advisor?
Join us for the Fall Education Meeting on 11/10 to hear from Andy Buckley, aka "David Wallace, CFO of the Dunder Mifflin Paper Company" from the NBC hit comedy The Office.
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We'll also have a CE session on late-stage college planning with Cozette (Cozy) Wittman!
Register here: events.r20.constantcontact.c…
The @FacetWealth Scholarship for Increased Diversity in Financial Planning is available and the deadline is quickly approaching. If qualified, feel free to apply for the scholarship by October 10th!
cfp.net/get-certified/tools-…
Don't miss this month's virtual CE study group on 10/7 at 8:30 am. Michal Hudgins of Hines Securities will discuss outlook on the impact of COVID on global real estate markets as well as opportunities and pitfalls moving forward.
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Please join us for FPA Philadelphia's 8th Annual Career Day on 10/22! It is a great opportunity that brings together financial planning students, professionals, and hiring firms for a day of interviewing, professional development, and networking.
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Our Annual Fall Retreat & Golf Outing is on September 21st. Mark your calendars & register now!
CE sessions will cover Fixed Income, Macro, Markets, Actionable Ideas & Portfolio Construction and CE-approved Ethics
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After lunch join us for golf & reception. Register here:
events.r20.constantcontact.c…
UPDATE: Our annual Fall Retreat is now virtual! Golfers are still invited to play at Radnor Valley Country Club. Everyone must re-register here: events.r20.constantcontact.c…
Register for our next virtual Study Group on 8/5 at 8:30 AM with LoCorr Funds discussing the benefits of diversification in a portfolio using alternative investments.
Sign up here: financialplanningassociation…
An afternoon well spent reconnecting with fellow FPA members at our Happy Hour last week after a year+ hiatus from in-person events!
Don't miss this week's virtual CE study group meeting! Kenneth Romanowski, CFP(R), CTFA will cover the financial landscape prior, during, and shortly after the Revolutionary War.
Thursday 6/10 at 8 am, register here: events.r20.constantcontact.c…
🔊 Calling all CFPs who want to give back 🔊
Our chapter is working hard behind the scenes to put together an opportunity to provide remote financial planning assistance to those most in need. We need volunteers to be ready and trained!
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Complete the 1-hour Pro Bono training here: fpalearning.onefpa.org/produ…
Question? Reach out to fpaphillyprobono@gmail.com
Looking for an outlet to connect with like-minded advisors?
Sign up for our next virtual Happy Hour on May 4th at 6 pm: events.r20.constantcontact.c…
You won't want to miss the 34th Annual Spring Symposium on May 11 & 12.
Sessions will cover the psychology of financial planning: DE&I, estate planning, understanding digital assets and bitcoin, portfolio construction and more!
Register here: events.r20.constantcontact.c…
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Join our sponsor Chartwell Investment Partners for a conference call on 4/28 at 4:15! In Q1 2021, value stocks’ performance shined relative to growth stocks. PMs will share their views on the continued opportunities for value-oriented companies.
elertfinancial.com/chartwell…