1. finance
2. personal finance
3. financial planning

PARTNERSHIP
Opportunities
About FPA of Georgia
Our association is supported by a number of exceptional partners like you who help offset the cost of
delivering benefits. You are helping to lead FPA’s message of building the community of the financial planning
profession, with your commitment to the association, our mission and our members. Visit our website at
www.fpaga.org for information on our mission and vision, as well as detailed information on committee
strategies and planned activities.
The Financial Planning Association (FPA®) is a National Organization with nearly 30,000 financial planning
members and
9 Chapters located across the country. As members join the FPA®, they join at the National
level and automatically become a member of our local Chapter. The local Georgia Chapter
over
dedicated member professionals who serve consumers and their communities
throughout the state. Visit our calendar
and Financial Planning Week
The Georgia Chapter has consistently been selected and awarded “Gold Status” in the Road Map to Success
program. Georgia has held this status for several years and continues to strive for this chapter recognition
award! Each year Chapters across the country participate in the National FPA® chapter recognition program.
Chapter Profile Report for Georgia - 14
Reporting out of 612 total members.
License Type
Total
Percent
Series 6
33
5%
Series 7
264
43%
Series 63
206
34%
Series 65
187
31%
Series 66
85
14%
Total
Percent
Life Insurance
262
43%
Health Insurance
242
40%
23
4%
Fixed Annuity Insurance
167
27%
Variable Annuity Insurance
176
29%
Insurance License
Property Insurance
License Type
Insurance License
Professional Designation
Total
Percent
CFA
21
3%
CFP
426
70%
ChFC
63
10%
CIMA
9
1%
CPA
73
12%
PFS
31
5%
JD
13
2%
Total
Percent
Ph.D.
15
2%
Master's Degree
89
15%
116
19%
Associate Degree
0
0%
High School Diploma/GED
3
0%
389
64%
Total
Percent
SEC Registered
257
42%
State Registered
154
25%
25
4%
Member Education
Bachelor's Degree
Not Specified
RIA/IAR Type
Not Specified
Professional Designation
Member Education
RIA/IAR Type
Compensation
Total
Percent
0
0%
68
11%
0
0%
Both
105
17%
Not Specified
439
72%
Total
Percent
63
10%
549
90%
Salary
Fee Only
Commission Only
Broker Dealer Affiliation
Broker Dealer Affiliated
Not Specified
Compensation
Broker Dealer Affiliation
2015: SAVE THE DATES!
Educate. Engage. Energize
FPA Board Meeting
1/22/2015
9:30 AM - 11:00 AM
The Georgian Club
FPA Board Meeting
4/23/2015
9:30 AM - 11:00 AM
The Georgian Club
FPA Member Social
8/27/2015
5:30 PM – 7:30 PM
The Georgian Club
Quarterly Meeting:
Economic Update
Don Trone, 3ethos &
Sam Donaldson, GSU
1/22/2015
11:30 AM - 2:30 PM
The Georgian Club
Quarterly Meeting
4/23/2015
11:30 AM - 2:30 PM
The Georgian Club
Financial Planning Week
10/5 – 10/11/2015
Joint Member Social
with Atlanta Bar
2/19/2015
5:30 PM - 8:30 PM
Gordon Biersch (Buckhead)
FPA Retreat
4/20-23/2015
Chateau Elan
Braselton, GA
FPA Regional Symposium
5/20 – 5/21/2015
8:00 AM - 4:30 PM
Marriott Century Center
FPA Board Meeting
7/23/2015
9:30 AM - 11:00 AM
The Georgian Club
Financial Planning Day
10/10/2015
FPA Board Meeting
10/22/2015
9:30 AM - 11:00 AM
The Georgian Club
FPA Quarterly Meeting
10/22/2015
11:30 AM - 2:30 PM
The Georgian Club
Quarterly Meeting
7/23/2015
11:30 AM - 2:30 PM
The Georgian Club
Check your email inbox for
more news and updates
about FPA of GA events!
FPA of Georgia | [email protected] | 770-516-8322 | www.fpaga.org
FPA GA Benefits at a Glance
2015 SPONSORSHIP BENEFITS
Platinum
Gold
Silver
Recognition in Symposium program and on-site signage
•
•
•
•
•
•
•
•
•
Complimentary Symposium registrations
2
2
1
Exhibit space at annual Symposium (6’ table or display area)
•
•
•
•
Quarterly
One-time
•
•
2 mtgs.
1 mtg.
REGIONAL SYMPOSIUM – May 20-21, 2015
Recognition at Symposium through door prize giveaways
Symposium attendee list (pre- and post-conference) | NO EMAILS
PARTNER-TO-MEMBER CONTACT
Invitation to annual member social
Electronic spreadsheet of membership | NO EMAILS
Scrolling recognition with logo at every event with a projector present
10-min. presentation & exhibit display at Quarterly Meeting (must reserve
ahead of time | see Schedule of Events)
•
•
•
Attendee lists from Quarterly Meetings | NO EMAILS
Annual pass to all meetings
NEWSLETTER / WEBSITE / EMAIL ADVERTISEMENTS
Email blast to the membership
10% discount on additional newsletter advertising
Recognition as partner in all 4 newsletters
2-minute intro videos posted on website and in member email blasts
Feature full-page article in one newsletter
¼-page ad in 4 newsletters OR ½-page ad in 2 newsletters
Company logo and link to website on FPA GA website home page
3
2
1
•
•
•
•
•
•
•
•
•
•
Company recognized on the FPA GA website home page
Before January 31st - Save More
$4,600
$1,700
$875
After January 31st
$5,000
$1,950
$1,000
PARTNERSHIP Opportunities
Platinum - $5,000
Pay by January
31st
to receive a discount of $400.
Recognition at Symposium through door prize giveaways
Symposium attendee list (pre- & post-event)|NO EMAILS
Recognition in Symposium program and on-site signage
Two complimentary Symposium registrations
Exhibit space at annual Symposium (6’ table or display
area)
Invitation to annual member social
Quarterly electronic spreadsheet of membership|NO
EMAILS
Scrolling recognition with logo at every event with a
projector
10-min. presentation & exhibit display at two Quarterly
Meetings (must reserve ahead of time | See Schedule of
Events)
Attendee list from Quarterly Meetings | NO EMAILS
Annual pass to all meetings
Three email blasts to the membership
10% discount on additional newsletter advertising
Recognition as partner in all 4 newsletters
2-minute intro videos posted on website and in email
blasts
Feature full-page article in one newsletter
¼-page ad in 4 newsletters OR ½-page ad in 2 newsletters
Company logo and link to website on FPA GA home page
Gold - $1,950
Pay by January 31st to receive a discount of $250.
Recognition at Symposium through door prize giveaways
Symposium attendee list (pre- & post-event)|NO EMAILS
Recognition in Symposium program and on-site signage
Two complimentary Symposium registrations
Exhibit space at annual Symposium (6’ table or display)
Invitation to annual member social
One-time electronic membership spreadsheet |NO EMAILS
Scrolling recognition with logo every event with a projector
10-min. presentation & exhibit display one Quarterly
Meeting (reserve ahead of time | See Schedule of Events)
Two email blasts to the membership
10% discount on additional newsletter advertising
Recognition as partner in all 4 newsletters
Company recognized on FPA GA website home page
Silver - $1,000
Pay by January 31st to receive a discount of $125.
Recognition at Symposium through door prize giveaways
Symposium attendee list (pre- & post-event)|NO EMAILS
Recognition in Symposium program and on-site signage
One complimentary Symposium registrations
Invitation to annual member social
One email blast to the membership
10% discount on additional newsletter advertising
Additional Opportunities
(Available to current paid Partners only.)
Regional Symposium - May 20-21, 2015
Keynote Speaker
Event Sponsor Recognition
General Session Speaker
Networking Social Sponsor
Break-Out Speaker
Symposium Gift Bag Sponsor
Wireless Internet Sponsor
Online Symposium Registration
Breakfast, Lunch or Break Sponsor
$3,000
$2,500
$2,500
$2,000
$1,500
$1,200
$1,000
$750
$500 ea
Á la carte
Annual Member Social
Networking Mixer
Quarterly Meeting Speaker
Annual Ethics Meeting
Meeting Reminder Postcard
Quarterly Meeting Exhibit
Study Luncheon Sponsor (4 per year)
Full-page ad in FPA GA Newsletter
½-page ad in FPA GA Newsletter
¼-page ad in FPA GA Newsletter
Contact Information: Please contact us at [email protected] or call (770) 516-8322
Visit us online www.fpaga.org
$2,000
$1,000
$1,500
$1,500
$650 ea
$500 ea
$400 ea
$360
$180
$90
FPA of Georgia 2015
Partnership Agreement
Company Information
Please print
Partnership Level
$5,000 – Platinum Partnership
Date
$1,950 – Gold Partnership
$1,000 – Silver Partnership
Additional Opportunities
Company Name (as it should appear for recognition)
(must be a current Partner)
Regional Symposium: May 20-21, 2015
Contact Name
$3,000 – Keynote Speaker
Title
$2,500 – Event Sponsor Recognition
$2,500 – General Session Speaker
Company Address
$2,000 – Networking Social Sponsor
$1,500 – Break-Out Speaker
City
State/Zip
$1,200 – Symposium Gift Bag Sponsor
$1,000 – Wireless Internet Sponsor
Telephone
$750 – Online Symposium Registration
$500 ea – Breakfast, Lunch, Break Sponsor
Email
Á la carte
$2,000 – Annual Member Social
Website
$1,000 – Networking Mixer
$1,500 – Quarterly Meeting Speaker
Payment Information
$1,500 – Annual Ethics Meeting
Check (Please make check payable to FPA of Georgia)
$650 ea – Meeting Reminder Postcard
MC / VISA / Discover
$500 ea – Quarterly Meeting Exhibit
American Express
$400 ea – Study Luncheon Sponsor
$360 – Full page ad in Newsletter
Card Number
Expiration Date
$180 – Half page ad in Newsletter
$90 – Quarter page ad in Newsletter
Name as it appears on card
Cardholder’s Signature
$
Total Payment
Mail checks to FPA of Georgia
3227 S. Cherokee Lane, Ste. 1320
Woodstock, GA 30188
Fax form to: 770-516-0236
Contact Information: Please contact us at [email protected] or call (770) 516-8322
Visit us online www.fpaga.org