FINANCIAL PLANNING ASSOCIATION
2015 Partner Kit
TABLE OF CONTENTS
A note from Jeffrey Hensal ...3
Institutional Membership ...4
Member Discount Program ...5
2015 Events Retreat ...6
Major Firms Summit ...8
Major Firms Symposium ...9
BE Boston ...11
Chapter Leaders Conference ...16
Webinars ...18
Sponsorships Community Sponsorships ...19
FPA Research Sponsorships ...19
National Sponsorships ...20
Contact information ...21
Note:
Please inquire regarding multi-year contracts and custom sponsorships.
© 2014 Financial Planning Association® (FPA®) | 3
A NOTE FROM JEFFREY HENSAL
The Financial Planning Association® (FPA®) is the largest membership organization of personal fi nancial planners in the United States with over 68% of our members holding the certifi ed fi nancial planning (CFP®) designation.
For companies who want to promote their brand, generate quality leads, or recruit the best talent, FPA has a variety of sponsorships, in-print, in-person and digitally to meet your organization’s needs.
The FPA Corporate Relations team can provide professional marketing guidance, whether you are looking to reach Registered Investment Advisors (RIA’s) or Regis tered Representatives.
FPA offers opportunities to interact with individuals regardless of how they are licensed, what business model they emulate or where they custody assets.
Your support of FPA as a Corporate Partner aids in the development of programs and initiatives that make our 23,000+ members and 93 chapters more productive, more profi table and more successful — at the same time, enabling FPA’s leadership and advocacy efforts on behalf of tens of thousands of fi nancial planners, fi nancial services professionals, educators and students.
THROUGH PARTNERSHIPS WITH ORGANIZATIONS LIKE YOURS, FPA IS ABLE TO:
• Provide you with access to our 23,000+ members via marketing, sponsorship and advertising opportunities
• Develop world-class professional education that helps members to be the best fi nancial planners they can be
• Create resources that empower our members to take control of their businesses and be more prosperous
• Engage in advocacy and pro bono programs that in return increase public awareness of fi nancial planning
• Provide a robust, collaborative community that allows members to share with, and learn from, their peers Please contact the FPA Corporate Relations team today for more information on how your organization can support fi nancial planning and increase your marketing return on investment.
JEFFREY HENSAL
Director of Corporate Relations
Institutional Membership is the most effective way to present your products, services and
expertise to FPA’s diverse membership of fi nancial advisers. Not only does Institutional
Membership give your company visibility through FPA’s exclusive member channels, but is
also the best way to show your company’s commitment to fi nancial advisers, fi nancial planning
and the fi nancial planning profession.
INSTITUTIONAL MEMBERS RECEIVE:
• Opportunity to directly support and positively position your organization with 23,000+ FPA members
• Networking opportunities at the national level along with direct access to local FPA chapters throughout the US
• Exclusive discounts on exhibits, events, webinars, sponsorships, advertising, research and continuing education
• Recognition and visibility with a highly desirable audience of fi nancial services professionals
• Access to online educational opportunities, digital and print advertising including the Journal of Financial Planning • Use of the FPA Institutional Member logo with which to show your support of the fi nancial planning profession
INSTITUTIONAL MEMBERSHIP OPPORTUNITIES GOLD SILVER
Complimentary individual FPA memberships to use at your discretion for employees or clients 15 5
Use of the FPA membership mailing list 3x 1x
Posting of your fi rm’s content in our White Paper Library 10x 5x Posting of your fi rm’s events on our Institutional Member Calendar for all 23,000+
of our FPA Members to view 24x 9x
20% discount on FPA’s Journal of Financial Planning ad insertion plus bonus insertion Yes Yes Discount priority booth space at FPA’s conferences Yes Yes Annual listing in the online Products and Services Directory Yes Yes Monthly Classifi ed Listing in the Journal of Financial Planning Institutional Membership Directory Yes Yes Receive a contact list of all 93 local chapters for speaking and sponsorship opportunities Yes Yes
Use of the FPA Institutional Member logo Yes Yes
15% discount on additional individual memberships Yes No Lowest price guarantee on all published conference registration rates Yes No
Membership Cost $8,500 $4,500
INSTITUTIONAL MEMBERSHIP
For more information on Institutional Member Membership please visit: www.OneFPA.org/Membership/Pages/Institutional-Membership.aspx
© 2014 Financial Planning Association® (FPA®) | 5 MEMBER DISCOUNT PROGRAM $
“
MEMBER DISCOUNT PROGRAM
The Financial Planning Association® (FPA®) Member Discount Program allows you to take your
Institutional Membership to the next level by showcasing your products, services and solutions
directly to FPA’s 23,000+ members through a variety of marketing mediums. This program is
available exclusively to Institutional Members who meet FPA’s Discount Partner criteria and
promote an enhanced or discounted service to FPA members.
BY JOINING THIS PROGRAM, YOUR ORGANIZATION WILL RECEIVE: • Online exposure in FPA’s Member Discount Program directory
• Promotion in membership communications such as newsletters, social media and emails
• Exclusive marketing support for FPA conference exhibitions and webinars
• Discounted print and digital advertising in the Journal of Financial Planning, FPA’s website, and online communities
• Tactical, results-based recommendations for engaging FPA members
• Basic listings in quarterly discount guides located in the Journal of Financial Planning For the Journal of Financial Planning Editorial Calendar please see page 22
• Exclusive opportunities for enhanced advertising space and detailed listings in print and electronic Discount Guides
““
As the heart of our profession, MoneyGuidePro counts on FPA to keep us in touch with our customers. Our strong working relationship with FPA helps us identify trends, opportunities and challenges in our profession. FPA has proved a great partner —knowledgeable, responsive and proactive. They are easy to work with, are willing to listen to our needs and ideas, and bring together the best planners in the industry. We view our relationship with FPA as one of our core strategic partnerships, and constantly look for opportunities to strengthen and broaden it. At MoneyGuidePro, we are passionate about helping advisers deliver the best planning experience to their clients. FPA helps us accomplish that goal and has been an important contributor to our success.BOB CURTIS CEO, Founder
PIEtech, Inc.—Makers of MoneyGuidePro
”
For more information on the Member Discount Program please visit: www.OneFPA.org/Membership/Pages/FPAMemberDiscountProgram.aspx
FPA RETREAT
April 20–23 • Atlanta, GA • Château Élan
FPA Retreat 2015 is the conference for fi rms that want to connect with experienced planners who
typically handle high net-worth clients. This is the opportunity for your organization to gain access
to the top 300–400 fi nancial planning professionals who gather on an annual basis to learn from
each other, gain from your expertise, share best practices and discuss the future of the profession.
FPA RETREAT 2015 SPONSORSHIP OPPORTUNITIES
SPONSORSHIP TYPE PRESENTINGPREMIERE PRESENTING ASSOCIATE OPENING NIGHT RECEPTION
CLOSING NIGHT
RECEPTION EXHIBITOR
Opportunities available 1 2 3 1 1 20
Recognition in all conference marketing,
advertising, promotions • • •
Verbal recognition during conference • • •
On site recognition includes sponsor specifi c
banner and easel • • • • •
Speaking opportunity 5 minute General Session Intro 1 Educational session* 1 Educational session* 2 minute welcome remarks 2 minute welcome remarks
Conference bags logo •
Conference bags literature • • • • •
One 6' table top exhibition space • • • • • •
One use of pre attendee mailing list • • • • • •
One use of post attendee mailing list
(includes emails) • • • • • •
Logo recognition in Journal of Financial
Planning for Retreat • • • • •
Logo recognition/company description with
link featured in Retreat Mobile App • • • • • •
Logo recognition/company description with
link featured on FPA Retreat website • • • • • •
Logo recognition in onsite guide program • • • • • •
Registrations 4 4 2 2 2 2
Institutional Member Cost $29,500 $24,500 $14,500 $14,500 $14,500 $10,250
*Topics must be pre-approved by FPA
For more information on FPA Retreat 2015 please visit: FPARetreat.org
© 2014 Financial Planning Association® (FPA®) | 7
ADDITIONAL 2015 FPA RETREAT SPONSORSHIP OPPORTUNITIES
LUNCH UNDER THE TREES TOTE
Get your company logo on a lunch tote given to each FPA Retreat attendee for a daily lunch networking activity.
Logo recognition on conference lunch tote. One 6' table top exhibition space.
Registration
Two complimentary FPA Retreat registrations.
One additional registration will be made available at the early bird member cost.
Cost:Institutional Member: $11,500, only two opportunities available for 2015 HOTEL KEYCARD
Company logo placed on conference hotel room keys to gain valuable marketing exposure. One 6' table top exhibition space.
Registration
Two complimentary FPA Retreat registrations.
One additional registration will be made available at the early bird member cost.
Cost:Institutional Member: $12,500, only one opportunity available for 2015
FPA RETREAT
April 20–23 • Atlanta, GA • Château Élan
2015 EVENTS
2015 MAJOR FIRMS SUMMIT
The Financial Planning Association® (FPA®) builds relationships and designs services based on
a commitment to serve institutions and fi rms that deliver fi nancial planning.
We offer you and your representatives the opportunity to engage with a community of like-minded professionals, participate in world-class educational events and have unbridled access to the world of fi nancial planning through a variety of strategic offerings designed exclusively for large fi rms who are committed to professionalism in fi nancial planning.
FPA offers multiple points of engagement:
Major Firms— FPA offers a unique community that provides networking opportunities, the ability to connect with industry experts, as well as the opportunity to share challenges and best practices.
One Sponsorship opportunity available
Cost:$15,500 (Institutional members only. Includes 45 minute speaking session.)
MAJOR FIRMS SUMMIT
MAJOR FIRMS SUMMIT
March 12 • New York, NY • 3 West Club
For more information on Major Firms please visit: www.OneFPA.org/partnerwithfpa/majorfi rms
“
Since partnering with FPA, the College gained a strong ally in the effort to increase awareness offi nancial planning education and credentials, most notably the CFP® Certifi cation. Additionally, the College has seen a 57% increase in course enrollments from FPA members, which is extremely signifi cant. We are encouraged by the success this partnership has brought to both parties. CHRIS ALLEN
Director of Marketing
© 2014 Financial Planning Association® (FPA®) | 9
MAJOR FIRMS SYMPOSIUM SPONSORSHIP OPPORTUNITIES
Position your company with senior executives representing multiple channels in the fi nancial services industry. The Major Firms Symposium creates a forum for corporate level executives, directors and VPs to network, share the best practices, stay abreast of industry issues and address key industry issues. As a sponsor of the Symposium, your brand will be recognized as the provider of quality content to our attendees. This sponsorship also affords product and service providers the opportunity to further develop and enhance products based on feedback from key industry players.
EXCLUSIVE PREMIER SPONSOR
Top billing, face-to-face brand exposure with a high-level audience of senior executives charged with building fi nancial planning within large fi rms. These executives are able to attend the Symposium free of charge due to the support of the sponsor.
• Opportunity to deliver a 45-minute educational presentation during the attendee lunch
• Opportunity to welcome attendees to the reception and give an elevator speech about company services and products, as well as distribute company literature
• Logo recognition on the website, invitations, e-mail promotions and within the event, as the cocktail reception sponsor
MARKETING & PROMOTIONAL EXPOSURE
• Top billing logo recognition in all advertising promoting registration for the Major Firms Symposium
• Top billing logo recognition with URL link on the event information page
• 2015 Major Firms Symposium Sponsor signs to be prominently displayed during the Symposium, in the common areas of the pre-conference event, and at the location of the Symposium
• Marketing exposure in conference materials: Opportunity to provide literature to all attendees of the Symposium
REGISTRATIONS AND SPONSORSHIP COST
• The opportunity for up to four members of your staff to attend the Symposium
• Institutional Member Cost: $15,500
• Limited to one Company
MAJOR FIRMS SYMPOSIUM
September 25–26 • Boston, MA • Westin Boston Waterfront
2015 EVENTS
SUPPORTING SPONSORSHIP
Face-to-face brand exposure with an audience of senior executives charged with building fi nancial planning within large fi rms. These executives are able to attend the Symposium free of charge due to the support of the sponsor.
• Sponsors have the opportunity to deliver a 30-minute presentation during the event that will run concurrently to another sponsored session
• Sponsors have the opportunity to make a 60 second elevator speech at the start of the event to tee up presentation
SPONSORSHIP OPPORTUNITIES
• Logo recognition in all advertising promoting registration for the Symposium
• Logo recognition with URL link on the event information page
• 2015 Major Firms Symposium Sponsor signs to be prominently displayed throughout the Symposium
• Audio acknowledgement during the event expressing appreciation for sponsorship
• Marketing exposure in conference materials
• Opportunity to provide literature to all attendees of the Symposium
• Logo & company description included in the attendee packet
COMPLIMENTARY REGISTRATIONS BENEFIT
• Two complimentary registrations to the 2015 FPA Annual Conference in addition to any complimentary registrations received for booth purchases or other packages
SPONSORSHIP COST
• Institutional Member Only Rate: $9,500
• Only Six Opportunities Available
MAJOR FIRMS SYMPOSIUM
Sept 25–26 • Westin Boston Waterfront
“
We fi nd FPA to be an excellent partner for our member discount product. The staff works closely with us to fi nd the best ways to promote our offering. Not only are they open to our ideas; they are also very pro-active in coming up with creative ideas to enhance our marketing. By working with FPA’s profes-sional, responsive team we continue to reach more and more members and together we have created a very successful program. We couldn’t ask for a better partner.JOHN RYAN, CFP®
Ryan Insurance Strategy Consultants
”
© 2014 Financial Planning Association® (FPA®) | 11
CONFERENCE OVERVIEW
FPA’s Annual Conference
—BE Boston 2015 is the largest concentrated gathering of fi nancial
planning professionals in the United States. This is your opportunity to gather with your target
market at one place, at one time.
Increase your exposure at BE Boston 2015 to gain the competitive edge over your competition. BE Boston 2015 has a variety of sponsorship opportunities created to generate face-to-face interactions with fi nancial professionals and advisers who are actively looking for your products and services.
• High Impact Sponsorships
• Technology and Communication Sponsorships
• Hospitality Sponsorships
ATTRACTING HIGHLY QUALIFIED BUYERS AND DECISION MAKERS Decision Makers: 59% of attendees are in a decision-maker role
Chief Executive Offi cer | Partner | President | Sole Proprietor
ATTENDEES: 1,500 –2,000 FINANCIAL PLANNING PROFESSIONALS AND ADVISERS
Experience: Over 50% of attendees have 15 years of experience or more in the fi nancial services industry. Clientele: 90% of attending RIAs work with high-net worth clients.
AUM: Over 60% of attending RIAs have AUM of $100MM or more.
BE BOSTON
September 26–28 • Boston, MA • Boston Convention Center
6%
28%
18%
24%
4%
7%
4% 8%
SIZE OF PRACTICE/FIRM SOLE PRACTITIONER EMPLOYEES 1-5 EMPLOYEES 2-5 EMPLOYEES 6-10 EMPLOYEES 11-50 EMPLOYEES 51-100 EMPLOYEES 101-500 EMPLOYEES 500+2015 EVENTS
For more information on BE Boston 2015 please visit: FPA-BE.org
PRESENTING AND ASSOCIATE SPONSORSHIPS
The Presenting Sponsorship is the most prestigious way to make your fi rm stand out as one. It provides unprec-edented marketing exposure and ways to gain and strengthen client connections. The Presenting Sponsorship covers every angle of being noticed from logo placement to name recognition to presenting at a Super Session. The Associate Sponsorship is one of the best ways to make your fi rm stand out as one of the most prominent companies at the conference. This is a great way to gain and strengthen client connections. The Associate Sponsorship covers every angle of being noticed from logo placement and name recognition to presenting a breakfast session.
For pricing and a full list of benefi ts please see next page. AREA OF SPECIALTY SERIES 1
21%
COMPRE-HENSIVE FINANCIAL PLANNING13%
FUNDING EDUCATION19%
INVESTMENT ASSET MANAGEMENT6%
LIFE PLANNING21%
RETIREMENT PLANNING14%
INSURANCE1%
BUSINESS TAXES3%
PERSONAL TAXES1%
OTHER SPECIALTYBE BOSTON
September 26–28 • Boston Convention Center
© 2014 Financial Planning Association® (FPA®) | 13
SPONSORSHIP TYPE PRESENTING ASSOCIATE
Opportunities available 3 3
Sponsored speaking sessions Super-Session1 concurrent breakfast session1 concurrent Recognition in all conference marketing, advertising, promotions • •
Logo displayed on large screen prior to general sessions • •
On site recognition includes conference signs and brochure • •
Audio acknowledgment during conference events • •
Logo placement on attendee bags •
Literature and giveaway placement within attendee bags • •
Exhibition space 20x20 10x20
Registrations 8 4
Opportunity to reserve space to host a VIP gathering at the headquarter hotel • •
One use of pre attendee mailing list • •
One use of post attendee mailing list (includes email) • •
Logo recognition in Journal of Financial Planning FPA BE issue • •
Advertising in Journal of Financial Planning FPA BE issue One Full Page, Color Ad One Full Page, Color Ad Logo recognition/company description with link featured in FPA BE Mobile App. • •
Logo recognition/company description with link featured on FPA BE website • •
Logo in onsite guide program • •
Full-page advertisement in onsite guide program One Full Page, Color Ad One Full Page, Color Ad
Institutional Member Cost $89,500 $55,750
For more information visit: FPA-BE.org
2015 EVENTS
ADDITIONAL BE PROMOTIONAL SPONSORSHIPS
EXHIBIT BOOTH SPACE
• 10x10 exhibit booth space of your choice
• Two full conference attendee registrations
• 50% discount off advertising in the September Conference Edition of the Journal of Financial Planning • 50% discount off a FPA Webinar in support of your fi rm’s marketing messages
Cost: Institutional Members – $7,500 EXHIBITOR DEMONSTRATION LOUNGE
FPA will reserve a workshop space for your product demo. Your space will hold up to 50 people and you will have 30 minutes to host your workshop in the exhibit hall during show hours. The fi rst 20 attendees will receive a $5 Starbucks gift card provided by FPA.
Cost: Institutional Member – $2,500 Non-Member – $5,000
Only nine opportunities available LOGO IN THE ON-SITE GUIDE
Boost your brand recognition with your company logo placed by your exhibitor listing in the conference on-site guide as well as the mobile application .
Cost: $500
UPGRADE YOUR BOOTH SPACE
Increase your exposure for the best-possible conference experience and upgrade your booth size. Institutional Member Cost:
• 10x20 – $12,500 • 10x30 – $17,500 • 20x20 – $25,500 • 20x30 – $39,500
JOURNAL OF FINANCIAL PLANNING MARKET PLACE AD AND EBLAST BUNDLE
Encourage attendees to visit your booth or showcase a new product or service with pre, post and onsite promotional opportunities.
Bundled Cost: $1,000-$2,675 (based on eblast send date)
For more information visit: FPA-BE.org
© 2014 Financial Planning Association® (FPA®) | 15
HOSTED BUYER PROGRAM
FPA’s Annual Conference — BE Boston 2015 is the largest gathering of fi nancial planning professionals in the United States. Take part in the FPA Hosted Buyer Program to meet with the fi nancial planning industry’s top decision makers at one place, at one time. FPA’s Inaugural Hosted Buyer experience connects the industry’s top fi nancial planners with unique face-to-face opportunities.
• Increase your fi rm’s ROI— Connect with industry decision makers
• Stop the search— Vetted buyers are matched directly to your business
• Face-to-face interaction— Meet with top fi nancial planners in a one-on-one setting
• Fill your pipeline— Interact with buyers who are looking for your products/services
• Save time and money— Accomplish your business objectives in a single day 2015 Hosted Buyer Pricing—Number of Appointments (15 minutes each) 14 appointments – $8,000
11 appointments – $6,750 8 appointments – $5,000
Only fi rms with exhibit booths at BE Boston 2015 may participate in this program. Simply choose from one of the packages above. Each appointment package includes a full-conference registration to FPA’s Annual Conference.
Contact Jeffrey Hensal for more information: JHensal@OneFPA.org, 800.322.4237, Ext. 7154
For more information visit: FPA-BE.org
2015 EVENTS
BE BOSTON
September 26–28 • Boston Convention Center
TECHNOLOGY AND COMMUNICATION, NETWORKING,
AND HOSPITALITY SPONSORSHIP TYPE MOBILE APP POWER TO GO ROOM KEY
MORNING EYE OPENER EXHIBIT HALL BREAKFAST Opportunities available 1 1 1 2 1 Exhibition space 10x10 10x10 10x10 10x10 10x10 Registrations 4 3 4 4 4
Opportunity to speak at concurrent breakout session • • • • •
One use of pre attendee mailing list • • • • •
One use of post attendee mailing list (includes email) • • • • •
Recognition in Journal of Financial Planning FPA BE issue • • • • •
Discount advertising in Journal of Financial Planning
FPA BE issue • • • • •
Bold company listing in conference onsite guide • • • • •
Logo featured in conference onsite guide • • • • •
Email and web site recognition • • • • •
WHY SHOULD YOU SPONSOR THE FPA CHAPTER LEADERS CONFERENCE?
• Gain face-to-face exposure to 300 chapter leaders representing 90+ FPA Chapters and the national leadership board
• Increase your impression beyond the typical conference to reach leaders that host conferences and local chapter meetings of 50 to 1000+ attendees
• Develop partnerships with volunteers that are committed and involved leaders in the profession who can assist you in opening new doors and opportunities to connect on a regional and local level
SPONSORSHIPS INCLUSIONS: • Two complimentary registrations
• One six foot display booth in a prominent location
MULTIPLE INTERACTIVE ACTIVITIES: • Two receptions— held in the exhibit area
• Chapter Awards Dinner— each sponsor will have a designated table
• Access to the entire educational program
VISUAL RECOGNITION ON SIGNAGE, TABLE TOP BOOTH SPACE, TABLE TENTS AND OTHER MARKETING MATERIALS:
• Onsite program guide
• E-mail and website recognition
• One-time use of pre-conference attendee mailing list
• One time use of post attendee mailing list for FPA Leadership Conference (includes email)
CHAPTER LEADERS CONFERENCE
© 2014 Financial Planning Association® (FPA®) | 17
PRICING
EXHIBIT BOOTH
Tabletop 8' x 6' exhibition space. Institutional Member Cost: $10,250 WELCOME AMENITY
You provide the welcome gift and we deliver to the attendee’s hotel room. Cost: $12,500
KEYCARD
Remind attendees of your fi rm with your logo on the hotel room keys. Cost: $12,500
PHOTO BOOTH
Co-branded attendee photo sheets with your company logo. Cost: $12,500
GIFT DROP
Enhance the attendees’ conference experience while marketing your fi rm with the attendee gift drop. Cost: $12,500
CONFERENCE NOTEBOOK & PEN
Continual brand recognition with your supply of the conference pens and your logo on the on-site notebook. Cost: $12,500
CHAPTER LEADERS CONFERENCE
Nov 20–22 • Broomfi eld, CO
FPA’s Webinar platform is one of our most popular and cost effective marketing channels for
fi nancial services organizations. Webinars are educational sessions delivered to homes and
offi ces around the country to hundreds of fi nancial services professionals. Depending on
presenta-tion topic and approach, webinars may be eligible for CFP® continuing educapresenta-tion, and our staff
will work with your organization to add value to your webinar to create the CE submission package.
SPONSORED WEBINARSAs a sponsor, your company is able to present compelling content and showcase your unique knowledge and capabilities to a national audience in a cost-effective manner. The benefi ts of sponsoring an FPA webinar allows your organization to:
• Reach hundreds of your target audience without travel costs
• Offer valuable CE credit to attendees
• Replay on-demand session 24/7 for participants convenience
FPA WEBINAR SPONSORSHIPS COST
• $20 per attendee or $7,500/session (Institutional Member)
• $25 per attendee or $10,500/session (non-member)
WEBINARS
For more information on Webinars please visit: fpanet.inreachce.com
© 2014 Financial Planning Association® (FPA®) | 19
SPONSORSHIPS
COMMUNITY SPONSORSHIPS
All sponsorships include:
• One webinar geared toward the specifi c community
• One tile ad in the FPA Connect specifi c community
• Opportunity to address the community at their respective gathering at FPA’s annual conference BE Boston 2015
• Available only to National, Presenting and Associate Sponsors
NEXGEN COMMUNITY: COST $12,500
NexGen is intended to be a community of the next generation of fi nancial planners. NexGen strives to provide members with a network that serves to:
• Support, advise and encourage one another in our professions advancement
• Promote, foster and direct programs that aid in knowledge transference
• Explore issues common to younger planners and seek means of accentuating the positives and fi nding resolutions for negatives
STUDENT COMMUNITY: COST $12,500
A supportive community where students can connect with each other to discuss study habits, internship oppor-tunities and share best practices and tips to pass the CFP exam, gain experience and enter the workforce.
WOMEN AND FINANCE COMMUNITY: COST $12,500
A supportive community made up of female members of FPA, this is the place to share ideas on how best to serve clients who are women and leverage the strengths that women bring to the table as fi nancial planners.
FPA RESEARCH SPONSORSHIPS
Sponsor a research study and survey for FPA members to determine suitability/adoptability of your product or service.
Sponsorship Opportunities:
• $10,000/survey (Institutional Members Only)— FPA administers the survey and provides your organization with the underlying data results
• $17,500/survey (Institutional Members Only)— FPA administers the survey and provides a whitepaper with your marketing and branding to be distributed to FPA members and prospects
For more information on Sponsorships please visit: www.OneFPA.org/partnerwithfpa/sponsor
NATIONAL SPONSORSHIPS
Your opportunity to be recognized as a National Sponsor of the Financial Planning Association — the ultimate mar-keting and branding opportunity to get your organization front and center with all of FPA’s members and prospects.
NATIONAL SPONSOR ORGANIZATIONS ARE:
• Promoted by the Financial Planning Association as a National Sponsor in print, online and at live events
• Recognized through signage at all FPA national conferences as a National Sponsor: FPA BE | FPA Retreat | FPA Chapter Leaders
• Recognized as an FPA National Sponsor in the Journal of Financial Planning— logo recognition panel in all twelve issues annually
• Recognized as an FPA National Sponsor on www.OneFPA.org via logo and URL link
• 150 complimentary FPA individual memberships to distribute to employees/clients at your discretion Sponsorship Opportunities:
$100,000 (Institutional Members Only) Three opportunities available
SPONSORSHIPS
CONTACT
JEFFREY HENSAL
Director, Corporate Relations
JHensal@OneFPA.org 800.322.4237, Ext. 7154
CHRISTIAN MILLS Manager, Western Region
CMills@OneFPA.org 800.322.4237, Ext. 7146
MICHAEL AVILA
Manager, Advertising Sales
MAvila@OneFPA.org 800.322.4237, Ext. 7304
JESSICA SODMAN
Manager, Strategic Alliances
JSodman@OneFPA.org 800.322.4237, Ext. 7116
LUCY SOLOMON
Internal Sales Consultant
LSolomon@OneFPA.org 800.322.4237, Ext. 7153
CONTACT CORPORATE SALES AT:
Corporatesales@OneFPA.org OR 800.322.4237, option 5
Contact corporate sales at: Corporatesales@OneFPA.org OR 800.322.4237, option 5 Copyright 2014 Financial Planning Association® (FPA®)