Partnership Opportunities

The Financial Planning Association of North East Ohio members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members. Disclaimer On this page and others on the FPA of North East Ohio Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of the FPA of North East Ohio. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by the FPA of North East Ohio.

THANK YOU to our 2008 Partners!

Platinum Level Partner:

Skylight Financial Group

Gold Level Sponsors:

Oswald Companies

Silver Level Sponsors:

	Life-Work Planning Systems
	See Your Company Here!

The FPA of North East Ohio is excited to announce the 2006 Partnership Program which will afford you the opportunity to partner with our association over the course of an entire year. This letter and the FPA Sponsorship Matrix explains quickly the differences between the three levels. These different levels offer you an excellent opportunity to become a valued partner of our organization and to reap the rewards of establishing a strong relationship with the premier financial planning organization in North-East Ohio. The Financial Planning Association of North East Ohio Partnerships are available on a first-come, first-served basis. To reserve your partnership, call Lynn Bracic, Executive Director of FPA of NE Ohio, at 440-899-5055; or by e-mail to: fpaneo@aol.com.

Profitable Business Network The financial professionals you’ll meet through the FPA of NE Ohio Chapter can help you build long-term business relationships. FPA of NE Ohio has more than 350 financial professionals in North East Ohio, representing a broad spectrum of specialties including financial planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust, law, investment management and accounting. Members are a highly targeted market for your product or service. Qualified Business Leads The chapter holds monthly member meetings that provide attendees with continuing education credits. Speaking to this group gives you a targeted audience that is open to hearing your message. Members who attend are there to learn new information and network before and after meetings. It’s an excellent time to collect business cards for follow-up marketing. Members are continually looking for information on new products and services to meet their clients’ needs. QuickFACTS Membership in North East Ohio totals more than 350 financial professionals and is growing monthly. The entire FPA membership totals nearly 31,000. Average member age = 49 years old 72% of members have ten plus years of professional experience 61% of members are CFP®s 11% are ChFCs, CLUs or CPAs 72% have at least a Bachelor’s 24% have a Master’s Top financial services provided: 77% Retirement planning 72% Financial planning 70% Investment/Asset mgmt. 69% Estate planning Quality Marketing Options The Chapter sends its members and prospects (over 350 financial professionals!) a newsletter every month that contains information about upcoming meetings, Chapter public relations activities, practice management information, national educational opportunities and more. Members tell us it’s the one periodical they are sure to read. This means that your marketing insert and/or advertisement in FPA of NE Ohio News will be noticed and read! Membership Mailings The Chapter values its membership list highly and does not sell the mailing list to the general public. Therefore, our members are not flooded with marketing mailings related to their Chapter membership. So depending on your level of sponsorship, Chapter members tend to read mailings because they are receptive to the information and marketing message.