FINANCIAL PLANNING ASSOCIATION 2015 Partner Kit FPAPK101714

FINANCIAL PLANNING ASSOCIATION 2015 Partner Kit FPAPK101714

FINANCIAL PLANNING ASSOCIATION 2015 Partner Kit TABLE OF CONTENTS A note from Jeffrey Hensal...3 Institutional Membership...4 Member Discount Program...5 2015 Events Retreat...6 Major Firms Summit...8 Major Firms Symposium...9 BE Boston...11 Chapter Leaders Conference...16 Webinars...18 Sponsorships Community Sponsorships...19 FPA Research Sponsorships...19 National Sponsorships...20 Contact information...21 Note: Please inquire regarding multi-year contracts and custom sponsorships.

A NOTE FROM JEFFREY HENSAL The Financial Planning Association (FPA ) is the largest membership organization of personal fi nancial planners in the United States with over 68% of our members holding the certifi ed fi nancial planning (CFP ) designation. For companies who want to promote their brand, generate quality leads, or recruit the best talent, FPA has a variety of sponsorships, in-print, in-person and digitally to meet your organization s needs. The FPA Corporate Relations team can provide professional marketing guidance, whether you are looking to reach Registered Investment Advisors (RIA s) or Regis tered Representatives. FPA offers opportunities to interact with individuals regardless of how they are licensed, what business model they emulate or where they custody assets. Your support of FPA as a Corporate Partner aids in the development of programs and initiatives that make our 23,000+ members and 93 chapters more productive, more profi table and more successful at the same time, enabling FPA s leadership and advocacy efforts on behalf of tens of thousands of fi nancial planners, fi nancial services professionals, educators and students. THROUGH PARTNERSHIPS WITH ORGANIZATIONS LIKE YOURS, FPA IS ABLE TO: Provide you with access to our 23,000+ members via marketing, sponsorship and advertising opportunities Develop world-class professional education that helps members to be the best financial planners they can be Create resources that empower our members to take control of their businesses and be more prosperous Engage in advocacy and pro bono programs that in return increase public awareness of fi nancial planning Provide a robust, collaborative community that allows members to share with, and learn from, their peers Please contact the FPA Corporate Relations team today for more information on how your organization can support fi nancial planning and increase your marketing return on investment. JEFFREY HENSAL Director of Corporate Relations Financial Planning Association 2014 Financial Planning Association (FPA ) 3

INSTITUTIONAL MEMBERSHIP Institutional Membership is the most effective way to present your products, services and expertise to FPA s diverse membership of fi nancial advisers. Not only does Institutional Membership give your company visibility through FPA s exclusive member channels, but is also the best way to show your company s commitment to financial advisers, financial planning and the fi nancial planning profession. INSTITUTIONAL MEMBERSHIP OPPORTUNITIES GOLD SILVER Complimentary individual FPA memberships to use at your discretion for employees or clients 15 5 Use of the FPA membership mailing list 3x 1x Posting of your firm s content in our White Paper Library 10x 5x Posting of your firm s events on our Institutional Member Calendar for all 23,000+ of our FPA Members to view 24x 9x 20% discount on FPA s Journal of Financial Planning ad insertion plus bonus insertion Yes Yes Discount priority booth space at FPA s conferences Yes Yes Annual listing in the online Products and Services Directory Yes Yes Monthly Classified Listing in the Journal of Financial Planning Institutional Membership Directory Yes Yes Receive a contact list of all 93 local chapters for speaking and sponsorship opportunities Yes Yes Use of the FPA Institutional Member logo Yes Yes 15% discount on additional individual memberships Yes No Lowest price guarantee on all published conference registration rates Yes No Membership Cost $8,500 $4,500 INSTITUTIONAL MEMBERS RECEIVE: Opportunity to directly support and positively position your organization with 23,000+ FPA members Networking opportunities at the national level along with direct access to local FPA chapters throughout the US Exclusive discounts on exhibits, events, webinars, sponsorships, advertising, research and continuing education Recognition and visibility with a highly desirable audience of financial services professionals Access to online educational opportunities, digital and print advertising including the Journal of Financial Planning Use of the FPA Institutional Member logo with which to show your support of the financial planning profession For more information on Institutional Member Membership please visit: www.onefpa.org/membership/pages/institutional-membership.aspx 2014 Financial Planning Association (FPA ) 4

MEMBER DISCOUNT PROGRAM The Financial Planning Association (FPA ) Member Discount Program allows you to take your Institutional Membership to the next level by showcasing your products, services and solutions directly to FPA s 23,000+ members through a variety of marketing mediums. This program is available exclusively to Institutional Members who meet FPA s Discount Partner criteria and promote an enhanced or discounted service to FPA members. BY JOINING THIS PROGRAM, YOUR ORGANIZATION WILL RECEIVE: Online exposure in FPA s Member Discount Program directory Promotion in membership communications such as newsletters, social media and emails Exclusive marketing support for FPA conference exhibitions and webinars Discounted print and digital advertising in the Journal of Financial Planning, FPA s website, and online communities Tactical, results-based recommendations for engaging FPA members Basic listings in quarterly discount guides located in the Journal of Financial Planning For the Journal of Financial Planning Editorial Calendar please see page 22 Exclusive opportunities for enhanced advertising space and detailed listings in print and electronic Discount Guides As the heart of our profession, MoneyGuidePro counts on FPA to keep us in touch with our customers. Our strong working relationship with FPA helps us identify trends, opportunities and challenges in our profession. FPA has proved a great partner knowledgeable, responsive and proactive. They are easy to work with, are willing to listen to our needs and ideas, and bring together the best planners in the industry. We view our relationship with FPA as one of our core strategic partnerships, and constantly look for opportunities to strengthen and broaden it. At MoneyGuidePro, we are passionate about helping advisers deliver the best planning experience to their clients. FPA helps us accomplish that goal and has been an important contributor to our success. BOB CURTIS CEO, Founder PIEtech, Inc. Makers of MoneyGuidePro MEMBER DISCOUNT PROGRAM $ For more information on the Member Discount Program please visit: www.onefpa.org/membership/pages/fpamemberdiscountprogram.aspx 2014 Financial Planning Association (FPA ) 5

FPA RETREAT April 20 23 Atlanta, GA Château Élan FPA Retreat 2015 is the conference for firms that want to connect with experienced planners who typically handle high net-worth clients. This is the opportunity for your organization to gain access to the top 300 400 financial planning professionals who gather on an annual basis to learn from each other, gain from your expertise, share best practices and discuss the future of the profession. FPA RETREAT 2015 SPONSORSHIP OPPORTUNITIES SPONSORSHIP TYPE PREMIERE PRESENTING PRESENTING ASSOCIATE OPENING NIGHT RECEPTION CLOSING NIGHT RECEPTION EXHIBITOR Opportunities available 1 2 3 1 1 20 Recognition in all conference marketing, advertising, promotions Verbal recognition during conference On site recognition includes sponsor specific banner and easel Speaking opportunity 5 minute General Session Intro 1 Educational session* 1 Educational session* 2 minute welcome remarks 2 minute welcome remarks Conference bags logo Conference bags literature One 6' table top exhibition space One use of pre attendee mailing list One use of post attendee mailing list (includes emails) Logo recognition in Journal of Financial Planning for Retreat Logo recognition/company description with link featured in Retreat Mobile App Logo recognition/company description with link featured on FPA Retreat website Logo recognition in onsite guide program Registrations 4 4 2 2 2 2 Institutional Member Cost $29,500 $24,500 $14,500 $14,500 $14,500 $10,250 *Topics must be pre-approved by FPA For more information on FPA Retreat 2015 please visit: FPARetreat.org 2014 Financial Planning Association (FPA ) 6

FPA RETREAT April 20 23 Atlanta, GA Château Élan ADDITIONAL 2015 FPA RETREAT SPONSORSHIP OPPORTUNITIES LUNCH UNDER THE TREES TOTE Get your company logo on a lunch tote given to each FPA Retreat attendee for a daily lunch networking activity. Logo recognition on conference lunch tote. One 6' table top exhibition space. Registration Two complimentary FPA Retreat registrations. One additional registration will be made available at the early bird member cost. Cost: Institutional Member: $11,500, only two opportunities available for 2015 HOTEL KEYCARD Company logo placed on conference hotel room keys to gain valuable marketing exposure. One 6' table top exhibition space. Registration Two complimentary FPA Retreat registrations. One additional registration will be made available at the early bird member cost. Cost: Institutional Member: $12,500, only one opportunity available for 2015 For more information visit: FPARetreat.org 2014 Financial Planning Association (FPA ) 7

MAJOR FIRMS SUMMIT March 12 New York, NY 3 West Club 2015 MAJOR FIRMS SUMMIT The Financial Planning Association (FPA ) builds relationships and designs services based on a commitment to serve institutions and firms that deliver fi nancial planning. We offer you and your representatives the opportunity to engage with a community of like-minded professionals, participate in world-class educational events and have unbridled access to the world of financial planning through a variety of strategic offerings designed exclusively for large fi rms who are committed to professionalism in fi nancial planning. FPA offers multiple points of engagement: Major Firms FPA offers a unique community that provides networking opportunities, the ability to connect with industry experts, as well as the opportunity to share challenges and best practices. One Sponsorship opportunity available Cost: $15,500 (Institutional members only. Includes 45 minute speaking session.) Since partnering with FPA, the College gained a strong ally in the effort to increase awareness of fi nancial planning education and credentials, most notably the CFP Certifi cation. Additionally, the College has seen a 57% increase in course enrollments from FPA members, which is extremely signifi cant. We are encouraged by the success this partnership has brought to both parties. CHRIS ALLEN Director of Marketing College for Financial Planning MAJOR FIRMS SUMMIT For more information on Major Firms please visit: www.onefpa.org/partnerwithfpa/majorfi rms 2014 Financial Planning Association (FPA ) 8

MAJOR FIRMS SYMPOSIUM September 25 26 Boston, MA Westin Boston Waterfront MAJOR FIRMS SYMPOSIUM SPONSORSHIP OPPORTUNITIES Position your company with senior executives representing multiple channels in the fi nancial services industry. The Major Firms Symposium creates a forum for corporate level executives, directors and VPs to network, share the best practices, stay abreast of industry issues and address key industry issues. As a sponsor of the Symposium, your brand will be recognized as the provider of quality content to our attendees. This sponsorship also affords product and service providers the opportunity to further develop and enhance products based on feedback from key industry players. EXCLUSIVE PREMIER SPONSOR Top billing, face-to-face brand exposure with a high-level audience of senior executives charged with building fi nancial planning within large fi rms. These executives are able to attend the Symposium free of charge due to the support of the sponsor. Opportunity to deliver a 45-minute educational presentation during the attendee lunch Opportunity to welcome attendees to the reception and give an elevator speech about company services and products, as well as distribute company literature Logo recognition on the website, invitations, e-mail promotions and within the event, as the cocktail reception sponsor MARKETING & PROMOTIONAL EXPOSURE Top billing logo recognition in all advertising promoting registration for the Major Firms Symposium Top billing logo recognition with URL link on the event information page 2015 Major Firms Symposium Sponsor signs to be prominently displayed during the Symposium, in the common areas of the pre-conference event, and at the location of the Symposium Marketing exposure in conference materials: Opportunity to provide literature to all attendees of the Symposium REGISTRATIONS AND SPONSORSHIP COST The opportunity for up to four members of your staff to attend the Symposium Institutional Member Cost: $15,500 Limited to one Company For more information visit: www.onefpa.org/partnerwithfpa/majorfirms 2014 Financial Planning Association (FPA ) 9

MAJOR FIRMS SYMPOSIUM Sept 25 26 Westin Boston Waterfront SUPPORTING SPONSORSHIP Face-to-face brand exposure with an audience of senior executives charged with building fi nancial planning within large fi rms. These executives are able to attend the Symposium free of charge due to the support of the sponsor. Sponsors have the opportunity to deliver a 30-minute presentation during the event that will run concurrently to another sponsored session Sponsors have the opportunity to make a 60 second elevator speech at the start of the event to tee up presentation SPONSORSHIP OPPORTUNITIES Logo recognition in all advertising promoting registration for the Symposium Logo recognition with URL link on the event information page 2015 Major Firms Symposium Sponsor signs to be prominently displayed throughout the Symposium Audio acknowledgement during the event expressing appreciation for sponsorship Marketing exposure in conference materials Opportunity to provide literature to all attendees of the Symposium Logo & company description included in the attendee packet COMPLIMENTARY REGISTRATIONS BENEFIT Two complimentary registrations to the 2015 FPA Annual Conference in addition to any complimentary registrations received for booth purchases or other packages SPONSORSHIP COST Institutional Member Only Rate: $9,500 Only Six Opportunities Available We fi nd FPA to be an excellent partner for our member discount product. The staff works closely with us to fi nd the best ways to promote our offering. Not only are they open to our ideas; they are also very pro-active in coming up with creative ideas to enhance our marketing. By working with FPA s professional, responsive team we continue to reach more and more members and together we have created a very successful program. We couldn t ask for a better partner. JOHN RYAN, CFP Ryan Insurance Strategy Consultants For more information visit: www.onefpa.org/partnerwithfpa/majorfirms 2014 Financial Planning Association (FPA ) 10

BE BOSTON September 26 28 Boston, MA Boston Convention Center CONFERENCE OVERVIEW FPA s Annual Conference BE Boston 2015 is the largest concentrated gathering of fi nancial planning professionals in the United States. This is your opportunity to gather with your target market at one place, at one time. Increase your exposure at BE Boston 2015 to gain the competitive edge over your competition. BE Boston 2015 has a variety of sponsorship opportunities created to generate face-to-face interactions with financial professionals and advisers who are actively looking for your products and services. High Impact Sponsorships Technology and Communication Sponsorships Hospitality Sponsorships ATTRACTING HIGHLY QUALIFIED BUYERS AND DECISION MAKERS Decision Makers: 59% of attendees are in a decision-maker role Chief Executive Offi cer Partner President Sole Proprietor ATTENDEES: 1,500 2,000 FINANCIAL PLANNING PROFESSIONALS AND ADVISERS Experience: Over 50% of attendees have 15 years of experience or more in the fi nancial services industry. Clientele: 90% of attending RIAs work with high-net worth clients. AUM: Over 60% of attending RIAs have AUM of $100MM or more. 4% 7% 4% 8% SIZE OF PRACTICE/FIRM 6% SOLE PRACTITIONER EMPLOYEES 1-5 24% 28% EMPLOYEES 2-5 EMPLOYEES 6-10 EMPLOYEES 11-50 EMPLOYEES 51-100 18% EMPLOYEES 101-500 EMPLOYEES 500+ For more information on BE Boston 2015 please visit: FPA-BE.org 2014 Financial Planning Association (FPA ) 11

BE BOSTON September 26 28 Boston Convention Center AREA OF SPECIALTY SERIES 1 21% 13% 19% 6% 21% 14% 1% 3% 1% COMPRE- HENSIVE FINANCIAL PLANNING FUNDING EDUCATION INVESTMENT ASSET MANAGEMENT LIFE PLANNING RETIREMENT PLANNING INSURANCE BUSINESS TAXES PERSONAL TAXES OTHER SPECIALTY PRESENTING AND ASSOCIATE SPONSORSHIPS The Presenting Sponsorship is the most prestigious way to make your firm stand out as one. It provides unprecedented marketing exposure and ways to gain and strengthen client connections. The Presenting Sponsorship covers every angle of being noticed from logo placement to name recognition to presenting at a Super Session. The Associate Sponsorship is one of the best ways to make your fi rm stand out as one of the most prominent companies at the conference. This is a great way to gain and strengthen client connections. The Associate Sponsorship covers every angle of being noticed from logo placement and name recognition to presenting a breakfast session. For pricing and a full list of benefits please see next page. For more information visit: FPA-BE.org 2014 Financial Planning Association (FPA ) 12

BE BOSTON September 26 28 Boston Convention Center SPONSORSHIP TYPE PRESENTING ASSOCIATE Opportunities available 3 3 Sponsored speaking sessions 1 concurrent Super-Session 1 concurrent breakfast session Recognition in all conference marketing, advertising, promotions Logo displayed on large screen prior to general sessions On site recognition includes conference signs and brochure Audio acknowledgment during conference events Logo placement on attendee bags Literature and giveaway placement within attendee bags Exhibition space 20x20 10x20 Registrations 8 4 Opportunity to reserve space to host a VIP gathering at the headquarter hotel One use of pre attendee mailing list One use of post attendee mailing list (includes email) Logo recognition in Journal of Financial Planning FPA BE issue Advertising in Journal of Financial Planning FPA BE issue One Full Page, Color Ad One Full Page, Color Ad Logo recognition/company description with link featured in FPA BE Mobile App. Logo recognition/company description with link featured on FPA BE website Logo in onsite guide program Full-page advertisement in onsite guide program One Full Page, Color Ad One Full Page, Color Ad Institutional Member Cost $89,500 $55,750 For more information visit: FPA-BE.org 2014 Financial Planning Association (FPA ) 13

BE BOSTON September 26 28 Boston Convention Center ADDITIONAL BE PROMOTIONAL SPONSORSHIPS EXHIBIT BOOTH SPACE 10x10 exhibit booth space of your choice Two full conference attendee registrations 50% discount off advertising in the September Conference Edition of the Journal of Financial Planning 50% discount off a FPA Webinar in support of your fi rm s marketing messages Cost: Institutional Members $7,500 EXHIBITOR DEMONSTRATION LOUNGE FPA will reserve a workshop space for your product demo. Your space will hold up to 50 people and you will have 30 minutes to host your workshop in the exhibit hall during show hours. The fi rst 20 attendees will receive a $5 Starbucks gift card provided by FPA. Cost: Institutional Member $2,500 Non-Member $5,000 Only nine opportunities available LOGO IN THE ON-SITE GUIDE Boost your brand recognition with your company logo placed by your exhibitor listing in the conference on-site guide as well as the mobile application. Cost: $500 UPGRADE YOUR BOOTH SPACE Increase your exposure for the best-possible conference experience and upgrade your booth size. Institutional Member Cost: 10x20 $12,500 10x30 $17,500 20x20 $25,500 20x30 $39,500 JOURNAL OF FINANCIAL PLANNING MARKET PLACE AD AND EBLAST BUNDLE Encourage attendees to visit your booth or showcase a new product or service with pre, post and onsite promotional opportunities. Bundled Cost: $1,000-$2,675 (based on eblast send date) For more information visit: FPA-BE.org 2014 Financial Planning Association (FPA ) 14

BE BOSTON September 26 28 Boston Convention Center TECHNOLOGY AND COMMUNICATION, NETWORKING, AND HOSPITALITY SPONSORSHIP TYPE MOBILE APP POWER TO GO ROOM KEY MORNING EYE OPENER EXHIBIT HALL BREAKFAST Opportunities available 1 1 1 2 1 Exhibition space 10x10 10x10 10x10 10x10 10x10 Registrations 4 3 4 4 4 Opportunity to speak at concurrent breakout session One use of pre attendee mailing list One use of post attendee mailing list (includes email) Recognition in Journal of Financial Planning FPA BE issue Discount advertising in Journal of Financial Planning FPA BE issue Bold company listing in conference onsite guide Logo featured in conference onsite guide Email and web site recognition Institutional Member Cost $29,500 $14,500 $17,500 $19,500 $29,500 HOSTED BUYER PROGRAM FPA s Annual Conference BE Boston 2015 is the largest gathering of fi nancial planning professionals in the United States. Take part in the FPA Hosted Buyer Program to meet with the fi nancial planning industry s top decision makers at one place, at one time. FPA s Inaugural Hosted Buyer experience connects the industry s top fi nancial planners with unique face-to-face opportunities. Increase your fi rm s ROI Connect with industry decision makers Stop the search Vetted buyers are matched directly to your business Face-to-face interaction Meet with top fi nancial planners in a one-on-one setting Fill your pipeline Interact with buyers who are looking for your products/services Save time and money Accomplish your business objectives in a single day 2015 Hosted Buyer Pricing Number of Appointments (15 minutes each) 14 appointments $8,000 11 appointments $6,750 8 appointments $5,000 Only firms with exhibit booths at BE Boston 2015 may participate in this program. Simply choose from one of the packages above. Each appointment package includes a full-conference registration to FPA s Annual Conference. Contact Jeffrey Hensal for more information: JHensal@OneFPA.org, 800.322.4237, Ext. 7154 For more information visit: FPA-BE.org 2014 Financial Planning Association (FPA ) 15

CHAPTER LEADERS CONFERENCE November 20 22 Broomfi eld, CO Omni Interlocken Hotel WHY SHOULD YOU SPONSOR THE FPA CHAPTER LEADERS CONFERENCE? Gain face-to-face exposure to 300 chapter leaders representing 90+ FPA Chapters and the national leadership board Increase your impression beyond the typical conference to reach leaders that host conferences and local chapter meetings of 50 to 1000+ attendees Develop partnerships with volunteers that are committed and involved leaders in the profession who can assist you in opening new doors and opportunities to connect on a regional and local level SPONSORSHIPS INCLUSIONS: Two complimentary registrations One six foot display booth in a prominent location MULTIPLE INTERACTIVE ACTIVITIES: Two receptions held in the exhibit area Chapter Awards Dinner each sponsor will have a designated table Access to the entire educational program VISUAL RECOGNITION ON SIGNAGE, TABLE TOP BOOTH SPACE, TABLE TENTS AND OTHER MARKETING MATERIALS: Onsite program guide E-mail and website recognition One-time use of pre-conference attendee mailing list One time use of post attendee mailing list for FPA Leadership Conference (includes email) 2014 Financial Planning Association (FPA ) 16

CHAPTER LEADERS CONFERENCE Nov 20 22 Broomfi eld, CO PRICING EXHIBIT BOOTH Tabletop 8' x 6' exhibition space. Institutional Member Cost: $10,250 WELCOME AMENITY You provide the welcome gift and we deliver to the attendee s hotel room. Cost: $12,500 KEYCARD Remind attendees of your fi rm with your logo on the hotel room keys. Cost: $12,500 PHOTO BOOTH Co-branded attendee photo sheets with your company logo. Cost: $12,500 GIFT DROP Enhance the attendees conference experience while marketing your fi rm with the attendee gift drop. Cost: $12,500 CONFERENCE NOTEBOOK & PEN Continual brand recognition with your supply of the conference pens and your logo on the on-site notebook. Cost: $12,500 2014 Financial Planning Association (FPA ) 17

WEBINARS FPA s Webinar platform is one of our most popular and cost effective marketing channels for fi nancial services organizations. Webinars are educational sessions delivered to homes and offices around the country to hundreds of financial services professionals. Depending on presentation topic and approach, webinars may be eligible for CFP continuing education, and our staff will work with your organization to add value to your webinar to create the CE submission package. SPONSORED WEBINARS As a sponsor, your company is able to present compelling content and showcase your unique knowledge and capabilities to a national audience in a cost-effective manner. The benefi ts of sponsoring an FPA webinar allows your organization to: Reach hundreds of your target audience without travel costs Offer valuable CE credit to attendees Replay on-demand session 24/7 for participants convenience FPA WEBINAR SPONSORSHIPS COST $20 per attendee or $7,500/session (Institutional Member) $25 per attendee or $10,500/session (non-member) For more information on Webinars please visit: fpanet.inreachce.com 2014 Financial Planning Association (FPA ) 18

SPONSORSHIPS COMMUNITY SPONSORSHIPS All sponsorships include: One webinar geared toward the specifi c community One tile ad in the FPA Connect specifi c community Opportunity to address the community at their respective gathering at FPA s annual conference BE Boston 2015 Available only to National, Presenting and Associate Sponsors NEXGEN COMMUNITY: COST $12,500 NexGen is intended to be a community of the next generation of fi nancial planners. NexGen strives to provide members with a network that serves to: Support, advise and encourage one another in our professions advancement Promote, foster and direct programs that aid in knowledge transference Explore issues common to younger planners and seek means of accentuating the positives and fi nding resolutions for negatives STUDENT COMMUNITY: COST $12,500 A supportive community where students can connect with each other to discuss study habits, internship opportunities and share best practices and tips to pass the CFP exam, gain experience and enter the workforce. WOMEN AND FINANCE COMMUNITY: COST $12,500 A supportive community made up of female members of FPA, this is the place to share ideas on how best to serve clients who are women and leverage the strengths that women bring to the table as fi nancial planners. FPA RESEARCH SPONSORSHIPS Sponsor a research study and survey for FPA members to determine suitability/adoptability of your product or service. Sponsorship Opportunities: $10,000/survey (Institutional Members Only) FPA administers the survey and provides your organization with the underlying data results $17,500/survey (Institutional Members Only) FPA administers the survey and provides a whitepaper with your marketing and branding to be distributed to FPA members and prospects For more information on Sponsorships please visit: www.onefpa.org/partnerwithfpa/sponsor 2014 Financial Planning Association (FPA ) 19

SPONSORSHIPS NATIONAL SPONSORSHIPS Your opportunity to be recognized as a National Sponsor of the Financial Planning Association the ultimate marketing and branding opportunity to get your organization front and center with all of FPA s members and prospects. NATIONAL SPONSOR ORGANIZATIONS ARE: Promoted by the Financial Planning Association as a National Sponsor in print, online and at live events Recognized through signage at all FPA national conferences as a National Sponsor: FPA BE FPA Retreat FPA Chapter Leaders Recognized as an FPA National Sponsor in the Journal of Financial Planning logo recognition panel in all twelve issues annually Recognized as an FPA National Sponsor on www.onefpa.org via logo and URL link 150 complimentary FPA individual memberships to distribute to employees/clients at your discretion Sponsorship Opportunities: $100,000 (Institutional Members Only) Three opportunities available For more information visit: www.onefpa.org/partnerwithfpa/sponsor 2014 Financial Planning Association (FPA ) 20

CONTACT JEFFREY HENSAL Director, Corporate Relations JHensal@OneFPA.org 800.322.4237, Ext. 7154 CHRISTIAN MILLS Manager, Western Region CMills@OneFPA.org 800.322.4237, Ext. 7146 MICHAEL AVILA Manager, Advertising Sales MAvila@OneFPA.org 800.322.4237, Ext. 7304 JESSICA SODMAN Manager, Strategic Alliances JSodman@OneFPA.org 800.322.4237, Ext. 7116 LUCY SOLOMON Internal Sales Consultant LSolomon@OneFPA.org 800.322.4237, Ext. 7153 CONTACT CORPORATE SALES AT: Corporatesales@OneFPA.org OR 800.322.4237, option 5 2014 Financial Planning Association (FPA ) 21

7535 East Hampden Avenue, Suite 600, Denver, CO 80231 OneFPA.org Contact corporate sales at: Corporatesales@OneFPA.org OR 800.322.4237, option 5 Copyright 2014 Financial Planning Association (FPA )