Geater Philadelphia Chapter – Society of FSP Wants to hear from you!

The Greater Philadelphia Chapter of Financial Service Professionals values the opinions of our members and would like to hear from you to do the best to make the 2021-2022 meeting year something that fits the needs of the most members as possible.

Please click on the link below to complete this brief survey.  We’d love to hear from you about Meeting times, Meeting Locations, In Person vs. Virtual meetings and potential Sponsors and New Members.

Please click here to complete the brief survey now. 

Thank you for your time and your feedback.

 


2021-2022 Board Officers & Directors Board Officers:

On Thursday, July 15, 2021 at our Annual Meeting we thanked those who have served this past year and elected those new to the Board.

GP-SFSP Board Officers:
President: David Sacker, CFP, ChFC, CLU – Ameriprise Financial
Vice President: Joseph N. Bell – Alex Brown
Secretary/Treasurer: Edward Sadowski, CPA – WithumSmith+Brown, PC
Immediate Past President: Kelly Atkins, MBA, AWMA, CRPC – The Principal Financial Group

GP-SFSP Board Members:

Board Term ending 2022:
Stephen R. DiOrio, LUTCF – State Farm
Christy H. Neill, CFP, ChFC, CRPC, CFS, CLTC – Ameriprise Financial

Board Term ending 2023:
Greg Martinelli, J.D., LL.M. – Law Offices of Gregory S. Martinelli
Alvin Kingcade, RICP, CLU, ChFC – Mass Mutual
Tara M. Walsh, JD – Stradley, Ronon, Stevens & Young, LLP

Board Term ending 2024:
Patricia McFadden, MBA – Society of FSP
Graeme Woods, MBA, CLU, ChFC – G.S. Woods Financial Solutions, LLC

Thank you to the following who are completing their Board terms:
Jacquelyn N. Gordon, JD, LL.M. – Stradley, Ronon, Stevens & Young, LLP


SPECIAL OFFER – 25% OFF NATIONAL DUES FOR NEW MEMBERS

Take advantage of this special offer to recruit new Chapter members and earn a discount on your dues with the Membership growth initiative!

Now is the best time to recruit new members. Why? Because all new members you recruit can receive 25% off National dues for their first year and you will get a discount when you renew!

What do you need to do?  Invite new member prospects to attend the next chapter event and give them the 25% off national dues to encourage them to join on the spot.  Remember, membership recruitment is a year-round effort as we are on anniversary billing—membership is good for one year upon the date a member joins!

All GP-SFSP Members are encouraged to recruit as everyone benefits:

New members bring vitality and fresh perspectives to the chapter
New members have new circles of connections for member and sponsor prospects
You will build new relationships and expertise across financial services

NEW MEMBER Membership Application

View all of the benefits of membership on your desktop or mobile device WhyFSP.com

We look forward to working with you on your membership recruitment efforts


Congratulations to our Emeritus Members

Samuel G. Wurtzel, CFP, CLU, ChFC, AEP, RFG

George W. Karr, Jr., CLU

Theodore Widing, Jr., CLU

Over the past 50 years these men have been a valued members in the Society of Financial Service Professionals.

The Greater Philadelphia Chapter of the Society of FSP would like to thank them for their membership to the Society, for their past contributions to the industry and this chapter.

 Thank you to our Platinum Sponsors:


Thank you to our
Gold Sponsors: