Click here for printable 2013 Partnership Enrollment Form. 

Quick Facts

• Membership in FPA of Long Island is about 450 financial professionals.
• The entire FPA membership totals over 23,000. 
• 84% of members have ten plus years of professional experience
• 70% of members are CFP^®s
• 11% of members are ChFCs
• 14% of members are CPAs
• 75% have a Bachelor’s degree or higher
• 45% are SEC registered; 23% are State registered

Partnership Opportunities

The Annual Symposium & Exhibition - November 1, 2013.  For the Annual Symposium there are three different levels you can choose from, our Platinum Level gives you the opportunity to present at the Opening General Session or the Luncheon Session; the Gold Level gives you the opportunity to present at a Break Out Session and the Silver Level offers the exhibit hall experience; plus additonal opportunities to gain exposure (name tags, lanyards, tote bags, plus more).  The FPA of Long Island Partnership Packages are available on a first-come, first-served basis and the 2013 speakers are planned between December 2012 and March 2013.  Click here for the 2013 Speaker/Session Information Form to be completed by all Platinum and Gold Level Sponsors.

Chapter Program Meetings.  There are opportunities to be a Main Sponsor which gives you a 15 minute Sponsor Spotlight Presentation; or a Booth Sponsor at one of our chapter meetings.  Call the Chapter Office at (516) 542-2004 to find out about available meetings. 

Annual Golf Outing - June 10, 2013:  Many opportunities to be a part of this fun day of golf!  They include the Breakfast Sponsor, Lunch Sponsor, Awards Sponsor, Putting Green Sponsor, Range Sponsor or Tee/Green Sponsor. 

Print out the 2013 Partnership Enrollment Form to Register for any of the above opportunities!

Contacts

Paul Schifter – Director of Symposium – (631) 366-1999
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 450 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 1,000 financial professionals) a 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. 

Symposium

2013 Symposium & Exhibition Date:  Friday, November 1, 2013

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 are available by clicking here or you can email or call Paul Schifter, our Chairperson of Symposium at (631) 366-1999. 

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.