FPA of Pittsburgh

Directions Website

FPA of Pittsburgh FPA of Pittsburgh

FPA members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals. FPA's individual members include:

Financial Planners
Accountants
Attorneys
Bankers
Charitable Giving Specialists
Insurance Agents
Stockbrokers
Money Managers
Investment Consultants
Broker-Dealer and Corporate Executives
Others Who Champion the Financial Planning Process
FPA Institutional Membership connects firms that support the financial planning process to the financial planning community.

Just 7 days until FPA Pittsburgh’s biggest event of the year! Join us next Thursday for a full day of expert speakers, f...
10/15/2026

Just 7 days until FPA Pittsburgh’s biggest event of the year! Join us next Thursday for a full day of expert speakers, fresh perspectives, practical insights, and valuable networking with financial professionals from across the industry.

Make meaningful connections with fellow professionals, reconnect with familiar faces, and meet new peers.

🎓 Interested in Super CE?
Don’t wait! Registration closes October 20th. For just $25, earn 10 CFP® credits and up to 20 Pennsylvania Insurance credits. You must register for the Financial Forum first, then complete the separate Super CE registration that will be sent to your email following registration.

đź“… Thursday, October 22, 2026
🕗 Forum: 8:00 AM–4:00 PM
đź“Ť Sechler Law Firm Education Center | Warrendale, PA

The countdown is on! Don’t miss your chance to learn, connect, and invest in your professional growth.
👉 Register today: https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

Welcome Ali Swart, CFP®, MBA, as a speaker for this year's FPA Pittsburgh Financial Forum!Ali will present “The Lot: Wha...
10/14/2026

Welcome Ali Swart, CFP®, MBA, as a speaker for this year's FPA Pittsburgh Financial Forum!

Ali will present “The Lot: What a Family Business Taught Me About Wealth, Health, and Family Succession,” sharing six lessons drawn from her firsthand experience inside her grandparents’ family business.

👉 Register today: https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

She’ll explore business niching, personal wealth creation, key person risk, strategic adaptation, culture, and succession—and what these lessons can teach advisors working with business-owning families.

Advisors will gain a deeper understanding of the challenges these families face and the questions that can help shape the future of a family’s wealth and legacy.

10/13/2026

FPA Pittsburgh President John Link answers the question; why should you attend FPA's Financial Forum?

Since attending every year since 2017, John has experienced firsthand the value of reconnecting with familiar faces, meeting new peers, and building relationships that continue to grow year after year.

The Forum is more than a day of education—it’s an opportunity to strengthen connections across the financial planning community and make new ones along the way.

Another special thank-you to Tim Sechler and Sechler Law Firm for providing the beautiful space for this year’s event!

👉 Join John and your fellow financial professionals—register for the Forum today!
https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

Get ready to hear from Brian, CFP®, CLU®, and RICP®, from HPK Provident Advisors, at the 2026 FPA Pittsburgh Financial F...
10/12/2026

Get ready to hear from Brian, CFP®, CLU®, and RICP®, from HPK Provident Advisors, at the 2026 FPA Pittsburgh Financial Forum!at the 2026 FPA Pittsburgh Financial Forum!

Brian will present “Social Security Planning Opportunities,” exploring why Social Security is much more than simply deciding when to file.

His session will highlight practical strategies advisors can use with clients, including claiming strategies, spousal and survivor benefits, working while collecting benefits, and taxation. The focus will be on real-world planning conversations and opportunities advisors may overlook as clients transition into retirement.

🎟️ Register Now!
https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

Brian brings more than 25 years of experience working with financial advisors in the asset management industry. Social Security planning is a key focus, and for over a decade, he has trained professionals and helped thousands of investors make more informed retirement decisions.

Thursday, October 22, 2026
🕗 8:00 AM–4:00 PM
đź“Ť Sechler Law Firm Education Center | Warrendale, PA

Get ready to make the most of your day at the FPA Pittsburgh Financial Forum! We're sharing the full schedule so you kno...
10/10/2026

Get ready to make the most of your day at the FPA Pittsburgh Financial Forum! We're sharing the full schedule so you know exactly what to expect—and trust us, you won't want to miss a session.

👉 View the full agenda and register today! https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

đź“… Thursday, October 22, 2026
🕗 8:00 AM–4:00 PM
đź“Ť Sechler Law Firm Education Center | Warrendale, PA

🎓 Full-time students attend FREE with registration!
Grab a colleague, plan your sessions, and come ready to connect, learn, and grow.

🎓 Take Your Forum Experience Further with Super CE!Super CE is available for just $25 and is a great opportunity to cont...
10/09/2026

🎓 Take Your Forum Experience Further with Super CE!

Super CE is available for just $25 and is a great opportunity to continue building your knowledge and investing in your professional growth.

Important: You must first be registered for the Financial Forum to participate in Super CE.

👉 Register for the Forum today! https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

Here’s how to participate:
1. Register for the Financial Forum.
2. Look for the follow-up email with access to Super CE registration.
3. Complete your Super CE registration by October 20, 2026.

Make the most of your Forum experience and take another step toward growing your education and career.

We’re thrilled to feature Julia Nauer, personal stylist and founder of Sort & Style, to speak at our Financial Forum thi...
10/07/2026

We’re thrilled to feature Julia Nauer, personal stylist and founder of Sort & Style, to speak at our Financial Forum this year!

Julia will present “The ROI of Personal Style,” sharing how clothing can be a powerful tool for building credibility, authority, and confidence with clients. She’ll explore how financial professionals can use personal style to strengthen their professional presence, make lasting impressions, and feel more confident in the way they show up for their clients.

🎟️ Register Now!
https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

After more than a decade in corporate buying and merchandising, Julia transitioned into personal styling. Through her Signature Styling method, she has helped hundreds of busy professionals reclaim their personal style without the overwhelm of shopping. Her work has been featured in Bustle, Business Insider, and Talk Pittsburgh.

đź“… Thursday, October 22, 2026
🕗 8:00 AM–4:00 PM
đź“Ť Sechler Law Firm Education Center | Warrendale, PA

Don’t miss this opportunity to gain fresh insights, connect with fellow professionals, and discover practical ways to elevate your client relationships.

10/05/2026

We’re excited to welcome Sean Horn, Director of Strategic Partnerships at MediConnect Insurance, as a partner at this year’s Financial Forum.

MediConnect works closely with financial advisors to make Medicare simpler for their clients, making Sean’s perspective a great addition to a day focused on collaboration, conversation, and the future of financial planning.

The Forum is also a great opportunity to connect with professionals outside of your usual circle and build relationships across the industry.

Come meet Sean and connect with professionals from across the financial services community!

👉 Register today! https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

đź“… October 22, 2026
đź“Ť Sechler Law Firm Education Center | Warrendale, PA

We’re excited to welcome Kacie Jason, Regional Director and Vice President at Dimensional Fund Advisors, as a speaker at...
10/02/2026

We’re excited to welcome Kacie Jason, Regional Director and Vice President at Dimensional Fund Advisors, as a speaker at the 2026 FPA Pittsburgh Financial Forum!

Kacie will present “Tax Management Toolbox: Options for Tax-Efficient Investing,” sharing insights and strategies financial professionals can use to better navigate tax-efficient investing and help meet their clients’ needs.

In her role at Dimensional, Kacie leads distribution and client engagement for the firm’s separately managed account (SMA) and unified managed account (UMA) offerings. She also contributes to product development and works across teams on marketing and sales strategy, using client feedback to help inform decision-making.

Kacie previously served as a Regional Director and Manager in Dimensional’s National Relationship Group, where she supported financial advisors with investment information, messaging, and business strategy.

Kacie holds a degree in accounting from the University of Texas at Austin and is currently pursuing her MBA at the University of Chicago Booth School of Business.

Join Kacie and our growing lineup of speakers for a full day of education, professional development, networking, and fresh perspectives on the future of financial planning.

🎓 Full-time students attend FREE!
👉 Register for the Forum: https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

🚨 3 WEEKS UNTIL THE FORUM — DON’T MISS THESE UPDATES! We’re just 3 weeks away! Grab a colleague and join us for a full d...
10/01/2026

🚨 3 WEEKS UNTIL THE FORUM — DON’T MISS THESE UPDATES!

We’re just 3 weeks away! Grab a colleague and join us for a full day of learning, connection, and fresh perspectives for your practice. We're thrilled to share these details to make this forum as valuable as ever.

🎤 All speakers will be IN PERSON this year! No virtual sessions—come meet the experts, ask questions, and connect face-to-face.

đź“‹ The full agenda is coming soon! Stay tuned for the lineup of sessions and topics.

🎓 Super CE is available for just $25! You have until Oct. 20th to register for up to 10 CFP® credits and 20 PA Insurance credits. After you register for the Forum you will then be emailed the link to register for Super CE.

đź“… Thursday, October 22, 2026
🕗 8:00 AM–4:00 PM
đź“Ť Sechler Law Firm Education Center | Warrendale, PA

Bring a colleague, meet professionals across the industry, and make the most of your day at the Forum!

👉 Register today! https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

Address

200 Children's Way
Pittsburgh, PA
15212

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 10am - 5pm

Website

Alerts

Be the first to know and let us send you an email when FPA of Pittsburgh posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Sponsored

Share

Category