The Financial Planning Association® (FPA®) is the leadership and advocacy organization that connects those who need, support and deliver financial planning. FPA's 86 U.S. chapters represent over 19,000 members nationwide. With over 100 members in the local Central New York market, FPA is the definitive community of advisors that fosters the value of financial planning and advances the financial planning profession in our area.

We know the success of both our members and our partners go hand in hand, and we all benefit from these strong relationships. We want our partners to engage with our members, and we work hard to make sure it can happen. Partners participate in our many events, in member communications, on our website, and through word of mouth by being associated with our chapter.

Interested in partnering with us? Our 2021 partnership opportunities are listed below. Please reach out to us to discuss additional options if the partner levels listed do not meet your needs.

Platinum Sponsor (Limit 2): $3,500

  • Recognition and distribution of promotional material at every monthly meeting
  • One-hour special event or Q&A session for members hosted by FPA of Central New York
  • One-hour speaking consideration for annual symposium
  • Recognition and distribution of promotional material at annual symposium
  • Exhibit space at annual symposium
  • Two guest passes to annual symposium
  • Opportunity to attend one FPA of Central New York board meeting or Events committee meeting
  • Firm name recognized on FPA of Central New York’s website with direct link

Gold Sponsor (Limit 4): $2,750

  • Recognition at every monthly meeting
  • Ten-minute presentation at annual symposium
  • Recognition and distribution of promotional material at annual symposium
  • Exhibit space at annual symposium
  • Two guest passes to annual symposium
  • Firm name recognized on FPA of Central New York’s website with direct link

Silver Sponsor (Limit 6): $2,250

  • Five-minute presentation and distribution of promotional material at one monthly meeting
  • Exhibit space at annual symposium
  • Recognition and distribution of promotional material at annual symposium
  • One guest pass to annual symposium
  • Firm name recognized on FPA of Central New York’s website with direct link

Bronze Sponsor: $1,250

  • Firm name recognized on FPA of Central New York’s website with direct link
  • Firm name recognized at annual symposium
  • Guest pass to one monthly meeting

*Meeting preference is given to Gold, then Silver.

Please contact us to secure your partnership spot today!