February 2015 Newsletter
We appreciate the generosity and support of our sponsors.

Please click here to read about the various products and services our sponsors have to offer and please support them as they support our chapter and its members.





NexGen is seeking a few planners willing to share their experience buying into a firm for our upcoming Professional Development Event.  This individual should be willing to share details regarding the financial and non financial aspects of their transition into leadership.  If you're interested in sharing your succession plan on our panel entitled "Buying into a Practice", please contact Rachel Fieweger at rachel@rtdfinancial.com

Advisor Looking to Merge/Affiliate for Growth!  Click here for more details.

Post your job opportunities here!
Call Chris Stewart at 215-295-0729 or email at ccstewart@comcast.net.

  2015 CAREER DAY 
was a Huge Success!! 
Read all about it here
Click here to see photos
On January 15th we had our first Quarterly Education Meeting of the year.

Click  here for to see photos.
We Need Volunteers!

Click here for a list of Committees.    

Congratulations to the following members on their membership anniversary milestones.

30 Years
Thomas M. Cooney
Joan R. Goshow
H. Thomas Hollinger
Roy C. Malis
Robert W. Ratti
Victor A. Tadesco

25 Years
Gerald A. Grossman

15 Years
James W. Hayes
William G. (Bud) James
Donn A. Johnston
Judith W. Lau
Catherine M. Seeber
Terry J. Siman
Karen Steward

10 Years
James R. Rea

5 Years
Christopher R. Bertram
Chris Cortese
Walter R. Johnson
Robert B. Logan
David J. Pilaitis
Adam J. Reinert
William R. Walters
Christopher Zavecz

FPA Philadelphia is now on Social Media!

The FPA of the Philadelphia Tri-State Area is excited to announce that we are now on social media.  To stay up to date on the most recent chapter events, news, and member info, please follow us now on Facebook and Twitter.  You
can find us at:

Twitter - @FPA_Philly

We hope to build into a forum to further engage our chapter members, so check us out and connect.
Rich Durso, CFP�

The primary aim of the Financial Planning Association is to be the community that fosters the value of financial planning and advances the financial planning profession.


2015 is shaping up to be another great year for our FPA Philadelphia Tri-State Chapter! Our main goal this year is to get you more involved in the chapter. What's the best way to get involved? Join a committee! The more you give to the chapter, the more you'll get out of your membership.


We need your support and involvement in order to educate the public about financial planning, give back to our community, advocate lawmakers on behalf of our profession, provide learning opportunities, and help develop the next generation of planners.



Pete Gutekunst, CFP�, CLU
Education Chair


Join Us for Breakfast!


Join us for our first quarterly breakfast meeting in years. Breaking tradition from the typical evening schedule, our March 26 meeting will be held over breakfast and into the morning in King of Prussia.


Wade Pfau from the American College will share his latest insights into the retirement income market and Schroders Investment Management has new insights into 529 plans.


Read more..... 

Mark Your Calendars for Upcoming Events!

March 18, 2015 - Center City Study Group
"The  Quality of Life" (1 CFP CE Approved)
Noon-1:15 p.m.  in Philadelphia
Click here for flyer with details.

March 26, 2015 - Quarterly Education and Networking Breakfast - Register here.

speaking on Retirement Income Philosophies
Crowne Plaza Hotel, King of Prussia
7:30-10:30 a.m.

April 17, 2015 - New Member Breakfast
The Ace Club, Lafayette Hill
7:30-9:00 a.m.

April 20-23, 2015
FPA Retreat 2015
North Atlanta, GA
Register here

May 18, 2015 - Spring Symposium (New date!)

St. Joseph's University - Full Day of Education & Networking with afternoon keynote speaker

June 9, 2015 - Quarterly Education and Networking
Time & Location TBD

September 16, 2015 - Fall Retreat/Ethics/Golf Outing
To be held at the brand new, soon to be opened, premier, private Union League Golf Club in Northeast Philadelphia.  (formerly known as the Frankford/Torresdale Country Club).  Mark your calendars now to attend and stay tuned for the exciting details....

September 26-28, 2015

BE Boston 2015
National Conference

New Members

Robert A. Andreacchio, CFP�, Ameriprise   Financial Advisors
Rohi Batra, CFP�, CliftonLarsonAllen Wealth Advisors
David Benfer, CFP�, Blue Rock Financial Group
Mark Blair, Blair Wealth Management
Beth D'Andrea, CFP�, PlumTree Financial Planning
Matthew Geraci, Janney Montgomery Scott LLC
Edward Grant
John Griffin
Vincent J. Hill, Wells Fargo Advisors
Amy Leanne Keach, Ameriprise Financial Advisors
Joshua E. Makowiec, CFP�, Pinnacle Financial Planning
Jonathan Myers, CFP�, PNC Wealth
Joanne E. Ovens, CFP�
E. Lori Smith, CFP�, Waddell and Reed
Natasha Springer
Peter F. Stahl, Bedrock Business Results
Robert Stephenson
Tinkham Veale, IV, CFP�, The Vanguard Group
Jocelyn Wright, CFP�, The American College

Chris Bertram
Membership Chair
Membership Update

With 2015 in full swing, we are happy to report our membership is at a 5 year high of nearly 700 members.  We will welcome the nearly 100 new members with our third annual New Member Breakfast to be held at ACE Club on April 17th from 7:30-9:00 a.m.  The complimentary event provides an excellent opportunity for all new members to meet the current board and past presidents while discussing ways to get the ost our of your FPA Philadelphia Tri-State Area membership.  Each board member will highlight their committee objectives and past presidents will share their experiences.  We encourage all of our new members to attend.  Click here for a list of current chapter Committees along with the committee chair's contact information.  Please review each committee description and feel free to reach out with any questions or to become involved. 

"A Trip to Disney World Can Teach You a Lot About Financial Planning"
  by Rich Durso, CFP, AEP, MBA

Click here to read this article written by none other than our own chapter president!


Contact our Chapter Administrator Chris Stewart at 215-295-0729 or ccstewart@comcast.net.