Partnership Opportunities
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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 1000 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. FPA membership nationwide totals nearly 24,000 and continues to grow. Following is the profile of FPA of Illinois members:

  • Average member age = 49 years
  • 72% of members have ten plus years of professional experience
  • 75% of members are CFPs
  • 9% are ChFCs
  • 11% are CLUs
  • 15% are CPAs
  • 4% are CFAs
  • 9% are ChFCs
  • 1 are CIMAs
  • 5 % are PFS
  • 4% are JDs
  • 96% have at least a Bachelor’s
  • 39% have a Master’s
  • 42% SEC Registered
  • 25% State Registered

 

Top financial services provided:

  • 58% Retirement Planning
  • 54% Financial Planning
  • 54% Investment/Asset Management
  • 47% Estate Planning
  • 41% Insurance
  • 30% Long Term Care

Partnership Packages:

The Platinum and Gold 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're offering the following packages in 2016:

  • Platinum - $5,500 annually
  • Gold - $4,500 annually
  • Spring Forum - $2,500
  • CAP Sponsor - $3,500

Details are available in our sponsorship package:

Contacts:

Shara Fessler, Director of Partnership - 949.554.4913, sfessler1980@yahoo.com

Dee Farris, Chapter Executive - 847.244.3691

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

 

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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