Benefits at a Glance
Letter Agreement
FAQs
Corporate Partnership Packet

The Financial Planning Association of Long Island members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits.  These sponsors are helping to lead FPA’s message of building the community of the financial planning profession, with their commitment to the association, its mission and its members. 

Quick Facts

• Membership in FPA of Long Island is almost at 500 financial professionals.
• The entire FPA membership totals around 24,000. 
• Average member age = 49 years old
• 78% of members have ten plus years of professional experience
• 72% of members are CFP^®s
• 11% of members are ChFCs
• 14% of members are CPAs
• 70% have a Bachelor’s degree or higher
• 44% are SEC registered; 25% are State registered

Partner Packages

The FPA of Long Island offers you the opportunity to partner with our association over the course of an entire year rather than by each single event.  Details are available in the Corporate Partnership Package.  The Benefits at a Glance page explains quickly the differences between the Platinum, Gold and Silver levels.  We believe the Platinum Package offers the best value.  For $2,995 you will receive an exhibit booth and attendee list for the annual Symposium (our average attendance at Symposium is 270 and we already have 100 signed up for 2012); and an opportunity to sponsor and provide a presentation at one monthly membership meeting and have a booth at two additional monthly meetings.  Added this year the Platinum Plus Partner can provide the Keynote Speaker for the Opening General Session or the Luncheon; and the Platinum Partner can provide a Break-Out Session Speaker.  The FPA of Long Island Partnership Packages are available on a first-come, first-served basis and the 2012 speakers are planned between December 2011 and March 2012.

Contacts

Tommie Michalik – Director of Strategic Partners – 516-650-3374
James Graziano – Director of Strategic Partners – 631-656-8884
Janet Cino – Chapter Administrator – 516-542-2004

Profitable Business Network

The financial professionals you will meet through the FPA of Long Island chapter can help you build long-term business relationships.  FPA of Long Island has almost 500 financial professionals in the Long Island area representing a broad spectrum of specialties including financial planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust law, investment management and accounting.  Members are a highly targeted market for your product or service. 

Qualified Business Leads

The chapter holds regular chapter meetings that provide attendees with continuing education credits. 

Speaking to this group gives you a targeted audience that is open to hearing your message.  Members who attend are there to learn new information and network before and after meetings.  It’s an excellent time to collect business cards for follow-up marketing.  Members are continually looking for information on new products and services to meet their clients’ needs. 

Quality Marketing Options

The chapter sends its members and prospects (approximately 1,200 financial professionals) a bi-monthly newsletter that contains information about upcoming meetings, chapter public relations activities, practice management information, national educational opportunities and more.  Members tell us it is the one periodical they are sure to read.  This means that your marketing insert and/or advertisement in the FPA of Long Island’s The Planner will be noticed and read. 

Membership Mailings

The Chapter values its membership list highly and does not sell the mailing list to the general public.  Therefore, our members are not flooded with marketing materials related to their chapter membership.  So depending on your level of sponsorship, chapter members tend to read mailings because they are receptive to the information and marketing message.

Symposium

2012 Symposium & Exhibition Date:  Friday, October 26, 2012

The Symposium is a one day event held annually at the Crest Hollow Country Club in Woodbury, New York. Partnership and speaking opportunities are available, full details on Symposium are available by clicking here. 

THANK YOU to our Current Partners!

Disclaimer

On this page and others on the FPA of Long Island internet site, live “links” to other internet addresses can be accessed.  Such external internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of the FPA of Long Island.  Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, other otherwise does not constitute or imply endorsement, recommendation, or favoring by the FPA of Long Island.