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Becoming a Partner

 



Become an FPA of Illinois Partner Today!!

 

FPA of Illinois members are a highly targeted market for your product or service.

 

The FPA of Illinois is grateful to its partners for their support which helps offset the cost of membership meetings and other member benefits. Our organization has approximately 1300 financial professional members, representing a broad spectrum of specialties including financial planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust, law, investment management and accounting. The entire FPA membership totals nearly 28,000 and continues to grow.

 

Average member age = 49 years

72% of members have ten plus years of professional experience

81% of members are CFPs

10% are ChFCs

12% are CLUs

17% are CPAs

74% have at least a Bachelor’s

32% have a Master’s

 

Top financial services provided:

66% Retirement planning

60% Financial Planning

59% Investment/Asset management

56% Estate planning

49% Insurance

 

Partnership Packages:

 

The Premium and Sponsor packages offer you an excellent opportunity to be a valued partner of our organization and to reap the rewards of establishing a strong relationship with the premier financial planning organization in the state and one of the top FPA chapters in the country. We’ve received one silver and five gold Chapter Recognition awards since inception of FPA.

We offer the following packages:

  •     Premium - $4,500 annually

  •     Sponsor - $3,000 annually

  •     Forum - $2,000 to participate in our annual conference

Details are available in our sponsorship package:

    Sponsorship Brochure

    Benefits at a Glance

    Letter of Agreement

    Benefit Selection Sheet

 

Contacts:

 

Eric Westberg, Director of Partnership - 630.468.8941

Don Duncan, Chairman and Co-Director of Partnership - 630.964.2094

Dee Farris, Chapter Executive - 847.244.3691

FPA of Illinois Office: dee.farris@fpaillinois.org

 

Partnership Benefits:

 

As an FPA of Illinois partner, depending on your level of sponsorship, you are entitled to:

  • Ten minute presentation at Membership Meetings

  • Booth display membership meetings

  • Logo on promotional materials

  • Attendee list from membership meetings

  • Feature article in one monthly newsletter

  • Email blast to membership

  • Logo w/link to website in Bi-Weekly E-News Bulletin

  • Firm’s name and logo on FPA website w/direct link

  • Mailings to entire membership

  • Recognition at Membership Meetings as Valued Sponsor

  • Ads in quarterly newsletters

  • Recognition in quarterly newsletters and bi-weekly E-News Bulletin as valued sponsor

  • Annual pass to Chapter Membership Meetings and Council Meetings

  • Benefits at annual Financial Forum, including:

    • Exhibit space

    • Attendee list

    • Minute to Shine at annual Financial Forum

    • Recognition in Forum Program

    • Recognition in Forum Binder

    • Promotion on website in Financial Forum section

    • Company insert in Forum Attendee Notebooks

    • Two Financial Forum Registrants

 

Thank You to our Fantastic Partners!

 

Disclaimer

The FPA of Illinois website contains live links to other internet addresses. These external internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of the FPA of Illinois. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does nt constitute or imply endorsement, recommendation, or favoring by the FPA of Illinois.

 

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