Open Call for Proposals
The Financial Planning Association of Philadelphia Tri-State Area invites proposals from professionals, educators, and industry experts to present at our upcoming events. This is an opportunity to share expertise, best practices, and thought leadership with the local Philly financial planning community.
While all topic proposals are welcome, proposals addressing the following topics will be prioritized:
- Financial Planning
- Insurance Investments
- Taxes
- Retirement
- Estate Planning
- Leading a Successful Practice
- Business Management
- Technology
- Business Challenges
- Client Communication
- Marketing
- Attracting New Planners
- Future of the Profession
Proposals are reviewed monthly by the Financial Planning Association of Philadelphia Tri-State Area Board of Directors.
Why Present at the Financial Planning Association of Philadelphia Tri-State Area? Presenting at FPA Philly events offers an exceptional platform to reach a broad and engaged audience, enhance professional visibility, and contribute to the growth of the financial planning community. This is also an opportunity to earn Continuing Education (CE) credits and share knowledge that empowers fellow financial planners.
We look forward to receiving your proposal and to showcasing the insights and expertise that advance the financial planning profession!
Send your program proposal to:
Kristin Beane
(508) 320-1685
[email protected]