Job Opportunity!

On October 23rd a group of your chapter leaders participated in a Career Planning Panel for students at St. Joseph's University.  Seasoned professionals spoke to students about the financial planning profession and how it has played an important role in their lives and careers.  They also talked about the benefits to be had by joining the FPA and its local Philadelphia chapter.

Additionally, local board member Sameer Somal guest lectured on financial planning and career development at Chitkara University in Punjab, India on November 28th.

We're spreading the word around the globe!

Wow! It is hard to believe that my year as Chapter President is coming to a close. It has been a privilege to serve in this role. I am so appreciative of all the time and energy volunteered by our board and committee members. It speaks volumes about their commitment to our profession and FPA. Through our combined efforts, a lot has been accomplished.

 

 Strong Close to 2014, Even Better 2015 On-Deck!

We wrapped up the 2014 Programs Season with two great CE programs November 12th at the Crowne Plaza in King of Prussia. Barry Yoder of ACE Private Risk Services, a chapter Gold Sponsor, delivered an interesting and eye opening presentation of the liability risks our clients face. Having assets can make individuals targets for lawsuits that would otherwise seem unlikely and, the planning process is an ideal way to call this risk to the attention of clients.

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January 15, 2015 - Quarterly Education and Networking This first event of the new year will feature a 2015 Economic Outlook presented by Sean Clark from Clark Capital Management and our keynote speaker MITCH ANTHONY speaking on "Moving from ROI to ROL" (Return on Life). 
Philadelphia Marriott West, Conshohocken
4:00-7:15 p.m.

Membership Update

In 2014, we hope each of you were able to attend a quarterly meeting, the spring symposium, the fall retreat or one of the many study groups or happy hour networking events. Each of the 30 or so events held presented a great opportunity for our members to network, obtain CE credits, learn about the value our sponsors offer and provide opportunity for you to engage with the chapter. The best way to engage with the chapter is to join one of our many committees. Committees and committee volunteers are very important to the long-term health and viability of our organization and a great place to develop skills and connections that will further your career. Click below for a list of current FPA Philadelphia Tri-State Committees along with the committee chair's contact information: