About the Financial Planning Association of Los Angeles (FPA LA)

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1 About the Financial Planning Association of Los Angeles (FPA LA) The Financial Planning Association (FPA ) is the leadership and advocacy organization that connects those who need, support and deliver financial planning. FPA's nearly 100 U.S. chapters represent over 23,000 members nationwide. With almost 400 members in the local Los Angeles market alone, the FPA is the definitive community of advisers that fosters the value of financial planning and advances the financial planning profession in our area. The FPA of Los Angeles offers local events, including monthly Educational Meetings, Quarterly Career Development, Social, and Pro Bono Meetings throughout the Los Angeles Area, where our Partners can showcase their products and services to our members. Facts about Our Members 1. The FPA LA Chapter is one of the largest chapters in the nation. Over 60% of FPA members have remained members for more than five years and more than 35% can claim 10 years or more of membership. 2. Most of us are Financial Planners. Two thirds of current members are practicing financial planners. 3. FPA LA is dedicated to the continued advancement of the profession, with nearly 20% of members comprised of students, educators and planners new to the profession. 4. We represent a diverse set of organizations. Approximately 16% of FPA members work in wirehouses or regional broker/dealers. 56% of FPA Financial Planning members work as Registered Investment Advisers (RIAs). Other members are either dually registered or in the case of educators and students, generally not registered. 5. We are highly educated. 99% of members (excluding student members) have earned a Bachelor degree or higher, with 42% of members having earned a Master degree or higher. Recognition and Achievements FPA LA and its members have received local and national media recognition and awards for our commitment to community and professional development. Recent events: 2013 Growth of our Annual Financial Planning Day with over 200 participants and 50 volunteers 2012 Outstanding Achievement Award in Career Development for New Professionals, FPA LA 2012 Featured cover of Financial Planning magazine for board members Eric Bruck and Eric Toya 2012 Growth of our Annual Financial Planning Day with over 200 participants and 50 volunteers

2 Programs FPA LA is committed to engaging members and their diverse needs through a variety of educational, social, and community service events. FPA LA has received recognition and awards for local programs. New Professionals Pro Bono Financial Planning Day Social Mixers Mentorship Program Study Groups 2014 Calendar of Events (dates to be released soon) February 20 QUARTERLY MEETING February New Pros (Learnvest) MARCH 20 QUARTERLY HAPPY HOUR MIXER March 29 New Professionals APRIL 3 QUARTERLY HAPPY HOUR MIXER MAY 22 QUARTERLY MEETING JUNE 19 QUARTERLY HAPPY HOUR MIXER June 21 New Professionals AUGUST 21 QUARTERLY MEETING SEPTEMBER 18 QUARTERLY HAPPY HOUR MIXER September 27 New Professionals October 25 Financial Planning Day November 8 New Professionals November 20 QUARTERLY MEETING and Annual Silent Auction DECEMBER 18 QUARTERLY HAPPY HOUR MIXER For more information about Partnership Opportunities with the Financial Planning Association, Los Angeles Chapter; contact Tiffany Yee at tiffany.yee@ampf.com or (213)

3 2014 Partnership Opportunities The FPA of Los Angeles has long been one of the largest chapters in California and the country. The Chapter maintains a busy year around schedule of monthly meetings, participation in local, regional, national and international conferences, various services for its members, and award-winning workshops to hone the professional skills of its members. The Partnership Program is designed to provide a venue for a select group of industry leading firms to work closely with our members to gain greater recognition in the community. Partners participate in our Quarterly Education meetings, our Quarterly newsletter, through our website, and by word of mouth by being associated with one of the largest FPA chapters in the country. Additional partnership opportunities are available to spotlight at educational and social events which target our most active members. Listed below are the 2014 opportunities available for corporate partnership. The advantages of being a corporate Partner are multi-faceted and each of our packages provides unique benefits based on our Partner s exposure needs. Please contact Tiffany Yee at (213) or tiffany.yee@ampf.com to learn more about the benefits of this exclusive opportunity to partner with one of the largest Chapters in the country! Platinum Partner ($3,500) Availability: 5 Featured speaker for the featured 50-minute CE presentation at one LA Chapter quarterly meeting. Material must be vetted and approved by program chair in advance and may include a discussion of products or services Full page ad with hyperlink in our quarterly e-newsletter 12 complimentary tickets good for quarterly meetings Listed as a Platinum-Level Corporate Partner on the LA Chapter's website with one paragraph of information (up to 400 words) and contact information Ability to do up to two mailings to our membership Verbal acknowledgement of your Platinum-Level partnership at each meeting Ability to have marketing/education/promotional material on display table at entrance of each meeting Company name featured on large slideshow and displayed at all FPA meetings and table tents Logo with link to website on every page on our web site, rotating links of 5 Platinum partners Top of all announcements to members will feature a Platinum partner with a hyperlink to the partner s website, rotating through 5 Platinum partners At the footer of all announcements, a list of the partners with a hyperlink to the partner website Exhibit table at our November Quarterly Meeting and Silent Auction

4 Gold Partner ($2,500) Availability: 6 Featured partner for full 50 minute dual-presentation at one LA Chapter quarterly meeting (may include discussion of products or services, no CE required) 1/2 page ad with hyperlink in our quarterly e-newsletter 8 complimentary tickets good for quarterly meetings Listed as a Gold-Level Corporate Partner on the LA Chapter's website with one paragraph of information (up to 200 words) and contact information Ability to do a one-time mailing to membership. Verbal acknowledgement of your Gold-Level partnership at each meeting Ability to have marketing/education/ promotional material on display table at entrance of each luncheon meeting. Company name featured on large slideshow and displayed at all FPA meetings and table tents At the bottom of all announcements, a list of the partners with a hyperlink to the partner's website. Exhibit table at our November Quarterly Meeting and Silent Auction Silver Partner ($1,500) Availability: 8 1/4 page ad with hyperlink in our quarterly e-newsletter 4 complimentary tickets good for quarterly meetings Listed as a Silver-Level Corporate Partner on the LA Chapter's website with one paragraph of information (up to 100 words) and contact information Ability to do a one-time mailing to membership Verbal acknowledgement of your Silver-Level partnership at each meeting Ability to have marketing/education/promotional material on display table at entrance of each quarterly meetings Company name featured on large slideshow and displayed at all FPA meetings and table tents New Professionals Partner ($500) Availability: 4 Featured at one New Pros quarterly meeting 1/4 page ad with hyperlink in one quarterly e-newsletter Verbal acknowledgement of your partnership one sponsored meeting Ability to have marketing/education/promotional material on display table at one meeting Ability to do a one-time mailing to New Professionals (members and non-members) Logo with hyperlink to website on meeting registration page

5 Associated Social Partner ($500) Contact information for meeting attendees Featured at one quarterly mixer 1/2 page ad with hyperlink in one quarterly e-newsletter Logo with hyperlink to website on mixer registration page Verbal acknowledgement of your partnership at mixer Ability to have marketing/education/promotional material on display table at mixer Associated Meeting Partner ($500) Contact information for meeting attendees Featured at one quarterly meeting Sponsored table at quarterly meeting 1/2 page ad with hyperlink in one quarterly e-newsletter Verbal acknowledgement of your partnership at one sponsored meeting Ability to have marketing/education/promotional material on display table at one meeting Logo with hyperlink to website on meeting registration pagehibitor at our Annual November Holiday LA Chapter Meeting For Partners with past relationships with the FPA LA, please inquire about the unlisted discounts and benefits available by contacting Tiffany Yee at or

6 CORPORATE PARTNERSHIP APPLICATION FPA Los Angeles Chapter 210 N. Glenoaks Blvd., Suite C Burbank, CA Phone: Fax: mail@fpala.org Fax the completed form with Credit Card payment to (818) OR send form with a check made payable to: FPA-Los Angeles 210 N. Glenoaks Blvd., Ste. C, Burbank, CA Basic Information (to be posted on FPA LA Website): Company Main Contact Web site URL Address City State Zip Phone Fax Partnership Level: Platinum $3500 Gold $2500 Silver$1500 New Pros $500 Social$500 Meeting $500 Billing Information: Cardholder Name Address City State Zip Phone Fax Credit Card (Visa/MC/Amex) Card Expiration Date V-Code* Authorized Signature of Partner *V-Code is the 3 Digit Code on the back of VISA and MC and the 4 Digit Code on the front of AMEX cards