Summer 2015 Newsletter
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Call Chris Stewart at 215-295-0729 or email at

Advocacy Day in Washington D.C.

Over 60 members from across the country attended the annual Advocacy Day in Washington DC. FPA Members spent the day meeting members of Congress and the Senate to build awareness of the Financial Planning Association with over 24,000 members in 90 chapters nationwide. Five members from the Philadelphia Tri-State Chapter, Rich Durso- Chapter President, Cathy Seeber- Past President, Benjamin Cummings- Board Member, Sameer Somal- Board Member and Nick Maningas- Chair of Advocacy Committee visited Congressional offices of Patrick Meehan (R), Ryan Costello (R), Joseph Pitts (R), Mike Fitzpatrick (R) all from Pennsylvania, Rob Bishop (R) of Utah and the office of Senator Bob Casey (R) from Pennsylvania.

Read more.... 

Click here to see more photos.  
On May 18th we had our 28th Annual Spring Symposium at St. Joseph's University featuring keynote speaker Steve Forbes.  By all accounts it was a most successful day and Mr. Forbes graciously stayed at the end of the day to chat with members, autograph their books as well as pose for photos with them.

Click  here  to see photos of the event.
We Need Volunteers!

Click here for a list of Committees.    

Congratulations to the following members on their membership anniversary milestones.

30 Years
Gregory Merlino
Marc S. Wagner
15 Years
Dwight L. Beucler
Daniel J. Esquirell
Eugene A. King

10 Years
David M. Benglian
Alan M. Brecher
Edward J. Fuchs
Donald E. Jones
Marc C. Labadie
Kathleen M. Ryan
A. Douglas Stevens

5 Years
Peter Blok
Joseph F. Brinker
Edward Goldstein
Richard P. Hand
Gary C. Sanson

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®

Can you believe that 2015 is almost half over? Thank you for getting more involved this year.  Committee membership has been growing, attendance has been increasing at our educational meetings and study groups, and there's been a lot of networking at our regional happy hours.   


This year we have had numerous NexGen events, engaging the younger generation.  Collectively, we have volunteered hundreds of pro-bono hours for various organizations including JEVS human Services, Philadelphia Fight, Women Against Abuse, and the Youth Health Empowerment Project.


Thank you to those who participated in the FPA Advocacy Day in Harrisburg, and to those who will travel to DC later this month to advocate lawmakers on behalf of our profession.


Pete Gutekunst, CFP®, CLU
Education Chair


We'll See You For Breakfast!


A lot has happened since we've last shared an update. Our quarterly meeting formats have changed to breakfasts and from the turn-out it appears as though you seem to prefer the AM time slot.


American College professor, Wade Pfau, spoke to a full room at the March meeting and Steve Forbes wrapped up another great Spring Symposium May 18, staying behind to sign his most recent publication.


In June we traveled near the border of Chester and Delaware Counties for the June meeting and welcomed some members residing further west in our geography who appreciated the shorter morning drive to breakfast. Kenn Tacchino from Widener University presented a robust program covering retirement plans, retirement advice, and the new fiduciary rules. Frankly he could have kept going if time would have permitted. Cas Thomas from ACE, a Chapter Gold Sponsor, shared issues of property liability exposure to our clients. Thanks to all who attended.


What's Next?


Read more.... 

Mark Your Calendars for Upcoming Events!

August 5, 2015 - Happy Hour in Delaware
BBC Tavern
4019 Kennett Pike
Greenville, DE 19807
4:30-6:30 p.m.
Sponsord by Clark Capital Management
Register here.

August 20, 2015 - NexGen Professional Development Series
Business Development Panel
SEI Campus
1 Freedom Valley Drive
Oaks, PA  19456
4:00-5:30 p.m.
Cocktails & Hors d'oeuvres will be served after the panel discussion
Sponsored by SEI
Register here.

September 16, 2015 - Fall Retreat/Ethics/Golf Outing

Radnor Valley Country Club
555 Sproul Road
Villanova, PA  19085

Mark your calendars now to attend!  Registration is open.

Our morning keynote speaker is Bob Veres presenting a session titled: "Terminator 4: The Challenges and Opportunities of the Robo Advisors"

Following Bob is Andy Knott presenting the required 2 Hour Ethics presentation.

If you do not need your Ethics CE this year, then you can choose to attend a great practice management session led by Dan Finley on: "The Top Ten Techniques & Tools that Veterans Use to Transform Their Business"

We will end the morning of education with a buffet picnic lunch followed by a round of golf on this beautiful private course with prizes, cocktails and hors d'oeuvres.

Register here.


If you have not registered yet for the 2015 annual conference, please make sure you use the promo code AFBE15 to receive a $50 discount!  We are competing against other large chapters of the FPA in the number of promo registrations and we are currently trailing both NY and Dallas.  Ouch!  Register now so we can beat the other chapters and win this contest.  Thank you!

September 26-28, 2015 - Be sure to use the Promo Code FPABE15 to get your $50 discount.

BE Boston 2015
National Conference


New Members

Susan B. Allen, CFP®, The Capital Legacy
Ken W. Bradshaw
Benjamin Chambers, CFP®, Trinity Financial Partners
Steve Duncan, CFP®, Ameriprise Financial
Gerald D. Fahey, CFP®, Hoover Financial Advisors
Jeffrey Gadonas, CFP®
Gregory Hart
Gregory McDermott, CFP®, The Reverse Mortgage Team - Powered by RME LLC
Ivelis V. Mulhern, CFP®, Ameriprise Financial
Dan Scholl, Schroder Investment Management
Justin M. Spike, CFP®, Radnor Financial Advisors
Chris Bertram
Membership Chair
Membership Update

We hope you are enjoying your summer and spending quality time with family and friends. I find myself spending this time getting caught up on outstanding client matters and focusing my efforts on the second half of the year.  FPA Philadelphia Tri-State Area is here as a resource for you and your practice. We encourage you to spend some time reviewing the many resources available to our valued members:  


Read more.... 


Contact our Chapter Administrator Chris Stewart at 215-295-0729 or