Geographically Centered in West Chester PA

A Local Chapter of a Global Organization.

Networking, Sharing Ideas, Learning from each other.

Message from the President

Hello Everyone,

Welcome to Members and Prospective Members!  We are embarking on our fourth year as a revitalized Chapter and are busy putting together a program of invigorating CPE and fun networking events... Read more.

Chapter News

  • Join us and earn CPE Credits on February 7th for a presentation on 401(k) plan design ideas that you can implement right away.  Our presenter will increase your understanding of fees, fiduciary responsibility and good plan design.  
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500+ CPE