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FPA - The Heart of Financial Planning
FPA is the community that brings together those who deliver financial planning,
those who support it
and those who benefit from it.

 

Resource Partner Opportunities & Benefits

2011 Symposium Resource Partner Package now available.  Click here  


Quarterly & Special Meetings

Besides Annual Symposium, there are opportunities for sponsors to engage our members during the year at quarterly and special meetings.  These events are rotated to selected area Hotels to attract geographically diverse audiences beyond the core membership in metro-Orlando.

Quarterly Meeting Partner     $500

Benefits:  Promotion in Meeting Announcements to members and allied professionals; exhibit table at luncheon; 10 minute product presentation; attendee contact list for marketing. 

Featured Quarterly Meeting Partner   $750

Benefits:  Featured  notice on FPA Chapter web site; promotion  to members and allied professionals; exhibit table at luncheon; 10 minute product presentation; 50 minute C E - qualified presentation; attendee and Chapter member list for marketing.

Special Meetings Resource Partners   $1200

Benefits:  Special Meetings are focused on “special” topics: legal, tax, security, investment, estate planning, compliance, Ethics.  These meetings are marketed in print and electronically to our members and area allied professionals.  Resource Partners are featured on our web site with link to their Corporate site; promoted widely,  provided 50 minute or longer CE presentation, exhibit tables, attendee list and full member list for marketing.

Meeting Schedule 2010

May 5th

Downtown Marriott, Featuring Geoff Davey,
"What You Don't Know About Risk Tolerance”

June 11th Quarterly Membership meeting
July New Member luncheon
July Annual Ethic’s and Practice Management Meeting
September 10th  TBA
November 12th Annual Election and Quarterly meeting

 

Contact: Diane Layton, Executive Director    407-814-9905

Sponsor Responsibilities 

Sponsor agrees to provide on a timely basis required logos in requested format, clearly printed complete contact information,  speaker bios and presentation outlines according to required deadlines to assure maximum promotion of sponsor and to assure Continuing Education credit filing and approval. 
Our partnership with our sponsors is a valuable resource we promote and depend on to extend and fortify the profession of Financial Planning.  We look forward to your support and welcome your cooperation.

Make a payment

Meeting Partners
 

 

Ph. 407-814-9905 | Fax 407.814.0929  | Email us at admin
P.O. Box 520310 | Longwood | FL | 32752