For more information about Speaking Opportunities with FPA LA, … · 2017-12-07 · RSM US Wealth Management RSM Wealth Management Russell Investments SagePoint Financial Inc. Shrier

FPA Los Angeles Chapter PO Box 11376

Burbank, CA 91510 Phone: 818.558.3908 Fax: 818.843.7423

[email protected] | www.fpala.org

For more information about Speaking Opportunities with FPA LA, please contact Seta Keshishian at [email protected] | 310-902-7494

mailto:[email protected]

http://www.fpala.org/






FPA of Los Angeles 2018 PARTNERS PROGRAM








Who Are We? FPA's individual members include financial planners, many of whom hold the CFP certification or are pursuing CFP certification. Other individual members include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process. FPA is also home to Broker/Dealer Members -- NASD member firms that are in the retail securities business and whose representatives are allowed to offer more than proprietary products. FPA's Corporate Members include corporations and other entities that provide products and services offered to or through financial advisers.

Firms Our Members Belong to: 1080 Financial Group 1st Century Bank 7Summit Advisors Abacus Wealth Partners, LLC Abbot Downing Acacia Wealth Advisors | HighTower ACap Asset Management, Inc. Advanced Regulatory Compliance, Inc. AdvicePeriod Aequitas Wealth Management AL Hewitt, Inc. Alternative Asset Management Group American Financial Network American Funds Distributors, Inc. American Heart Association Ameriprise Financial Services, Inc. Aqua Capital Advisors Arena Capital Advisors Asken Financial Planning Aspiriant

Assoc. Planners Investment Advisory, Inc. Associated Securities Corp. Attainable Wealth Aurora Capital Alliance AXA Advisors, LLC BAJA DAMIANA LLC Bank of the West Baroda Ventures LLC Bauer Financial Services BNG Accountancy Corporation Brentwood Advisory Group Britt & Assoc A fin'l advisory practice of Ameriprise Fi California Capital Management California Retirement Advisors Canyon Oak Financial Capital Group Capital Guardian Trust Company Capital Intelligence Associates Capitect Castle Funding Corp. Caves & Associates CBIZ MHM

Centric Capital Advisors Cerda Munoz Advisors, Inc. Cetera Advisor Networks LLC Charles Schwab Advisor Services Charles W. Mason & Associates Chubb City National Bank Collins Financial Cue Financial Group Inc Curtis Estes Danchar Financial Digital Wealth, LLC Dorsey Wealth Management ECHELON Partners Economic Designs Edward Jones - Tho Ngo Enlightened Wealth Management EP Wealth Advisors, Inc. Falcon Wealth Planning Fidelity Investments Fiduciary Trust International of CA Financial Finesse







For more information about Partnership Opportunities with FPA LA, please contact PJ Brownrigg at [email protected] | 310-902-7494

Financial Network Financially Wise Women Finwell Benefits First Foundation Advisors First Picks Management First Republic Investment Management FNIC Fraser Financial Group Gainsborough Financial Consultants, Inc. Gamma Financial Services Gen Wise Planning GenSpring Family Offices Glenmore Financial, Inc. Golub Group Goodstein Wealth Management GPB Capital Group Guru H&R Block Halbert Hargrove Global Advisors, LLC Harold Davidson & Associates, Inc Harris Financial Advisors, Inc. Hartwell Financial HD Vest Investments, Inc Heller Capital Resources, Inc Hemispheres Investment Management Heymont & Company, Inc. HFM Advisors Hoss Retirement & Insurance Services, Inc. HoyleCohen, LLC ICMA Retirement Corporation Imprimis Financial & Insurance Integrity Asset Management Intersect Capital J. Williams, Personal Financial Planning J.R. Wealth Advisors LLC

Jaffe Asset Management, LLC JDM Financial Group LLC John Lewis Financial Johnson, Harbard, Foster & Darling Jones Wealth Advisors, LLC JP Morgan Chase Bank, N.A. Kaplan Financial Education Kauffman Wealth Management, Inc. Kaye Capital Management KCS Wealth Advisory, LLC Ken Scopp & Associates Kinecta Financial & Insurance Services KZ Nonprofit Consulting, Inc. Laine Wealth Management Larry Takahashi Financial Services Larson Financial Laserfiche LB Asset Strategies, Inc LearnVest Legacy Financial Group, LLC Legacy Financial Group; SagePoint Financial Lido Advisors LifeSighted Lofaro Financial Group, Inc. Louis Barajas LLC - Wealth Management LAB LPL Financial Corporation Lumen Wealth Group M Advisory Group MAGIDOV CPA FIRM AN ACCOUNTANCY CORPORAT Manchester Financial Manhattan Wealth Advisors, Inc Maninger Financial Coaching, LLC Markland Wealth Management, Inc. Martin & Company

MassMutual Greater Pacific May Capital Management McCallister Financial Group McIntosh Capital Advisors, Inc. Merrill Lynch Merrill Lynch Private Banking Metlife Metlife of Southern California MHB Financial Group, LLC Midtown Wealth Advisors Millennial Help, LLC Mitchell Financial Planning MJM Financial Services Mogul Wealth Management, Inc. Mona Senior Services Money Therapy Institute Moran, Heising, McElravey, LLC Morgan Stanley Morgan Stanley Smith Barney Morgan Stanley Wealth Management Morton Capital Management National Planning Corporation Navigoe, LLC NerdWallet Nigro Karlin Segal & Feldstein LLP Northern Trust Northwestern Mutual Wealth Management Company NSBN, LLP NWF Advisory Oakwood Capital Management O'Boyle Wealth Management Ocean Park Asset Management Ogden Page Accountancy Corporation Open Mortgage Otium Advisory Group Pacific Oak Wealth Management LLC








Paragon Financial Partners Pathway Financial Services, LLC Patriot Wealth Mgmt. Payden & Rygel Percy E. Bolton Associates, Inc. Peters Investment Management, Inc. Planned Wealth Consultants Playa Financial Advisors, Inc. Posada & Associates, CPAs, A Professional Corporation Principal Financial Group Promenade Advisors LLC Prominence Capital Prudential R Friend Financial RBC Wealth Management Real Estate Broker Loan Network Retirement Funding Solutions RPA Wealth Management RSM US Wealth Management RSM Wealth Management Russell Investments SagePoint Financial Inc. Shrier Wealth Management Signature Estate & Investment Advisors Silver Oak Wealth Advisors, LLC Silverlake Portfolio Advisors Silversage Advisors SJW Personal Finance Spring Financial Planning, LLC Stanley Capital Management, LLC

Strong Wealth Management, LLC Tax & Financial Group Taylor & Associates Taylor Wealth Management The American Cancer Society The CS Mortgage Croup The David R Bergmann Group The Garcia Wealth Management Group The Kelt Group The LBL Group The Northern Trust Company The Pacific Group The Sterling Group Thrivent Financial Torrey Pines Bank Tortuga Wealth Management Trapani Dickins & Associates Tri Star Financial & Income Tax Service Twelve Squared Associates, LLC Tyler Imbo UBS Financial Services Inc. UCLA UCLA Extension UCLA Financial Planning Program Union Bank Union Bank - The Private Bank Universal Capital Wealth Management Urban Wealth Management URBAN Wealth Management, LLC VantaQuest

Veritana Financial Planning, Inc Vested Weatlh Advisors Vickie Adams, CFP® A Wealth Management Firm Vosberg & Associates Waddell & Reed, Inc. Wallensky Spatz & Associates Wealth & Retirement Advisors LLC WealthBuilders, Inc. WealthSpring Wellman Realty Company Wells Fargo Advantage Funds Wells Fargo Advisors, LLC Wells Fargo Bank, NA WESCAP Group West-Cal Mortgage, Reverse Westmount Asset Management Westside Investment Management William C. Hoeffer Jr. Inc. Williams Wealth Management, Inc. Wilshire Associates Inc. Windes & McClaughry Wise Steward Corporation Woloz & Associates X and Y Advisors, Inc. Young & Associates Zeutzius, Hutchinson, Sosa Wealth Management Group Zuckerman Capital Management, LLC






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About the Financial Planning Association of Los Angeles (FPA-LA)

The Financial Planning Association® (FPA®) is the leadership and advocacy organization that connects those who need, support and deliver financial planning. FPA's nearly 100 U.S. chapters represent over 23,000 members nationwide. With almost 400 members in the local Los Angeles market alone, the FPA is the definitive community of advisers that fosters the value of financial planning and advances the financial planning profession in our area.

The FPA of Los Angeles offers local events, including monthly Educational Meetings, Quarterly Career Development, Social, and Pro Bono Meetings throughout the Los Angeles Area, where our Partners can showcase their products and services to our members.

Facts About Our Members

1. The FPA LA Chapter is one of the largest chapters in the nation. Over 60% of FPA members have remained members for more than five years and more than 35% can claim 10 years or more of membership.

2. Most of us are Financial Planners. Two thirds of current members are practicing financial planners.

3. FPA LA is dedicated to the continued advancement of the profession, with nearly 20% of members comprised of students, educators and planners new to the profession.

4. We represent a diverse set of organizations. Approximately 16% of FPA members work in wirehouses or regional broker/dealers. 56% of FPA Financial Planning members work as Registered Investment Advisers (RIAs). Other members are either dually registered or in the case of educators and students, generally not registered.

5. We are highly educated. 99% of members (excluding student members) have earned a Bachelor degree or higher, with 42% of members having earned a Master degree or higher.






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2018 Calendar of Events

February: Ethics and Medicare • 2/15 Chapter Meeting • Happy Hour • Raffle item (subject to FPA-LA approval)

March:

• 3/22 New Member Breakfast • TBD NexGen Seminar & Lunch • TBD Happy Hour

April:

• 4/26 Chapter Meeting • Happy Hour • Raffle item (subject to FPA-LA approval)

May:

• Study Group • TBD NexGenHappy Hour

• TBD Happy Hour June:

• 6/21 Chapter Meeting • Happy Hour • Raffle item (subject to FPA-LA approval)

July: • All Chapter Happy Hour (with NexGen) • NexGen

August: • 8/16 Chapter Meeting • Happy Hour • Raffle item (subject to FPA-LA approval)

September

• New Member Breakfast • 9/14 NexGen • Happy Hour

October

• 10/18 Symposium November

• Study Group • NexGen • Happy Hour

December

• 12/13 Chapter Meeting - Silent Auction & Volunteer Recognition • Happy Hour






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2018 Partnership Opportunities

The Partners Program is designed to provide select, industry-leading firms a venue to work with our members to gain greater coverage in our chapter.

Partners participate in our Bi-Monthly Education Meetings, Monthly Social Events, on our website, and through word-of-mouth by being associated with one of the leading chapters in the country. Optional additional partnership opportunities are spotlighted for our current partners at Allied Professionals events, NexGen events, volunteer appreciation events (which target our most active members), and custom-designed events specifically created with you in mind.

The advantages of being a corporate Partner are multi-faceted, and each of our 4 core Partner Packages (Chapter/Social Media/NexGen/Happy Hour), provides benefits for the Partner and their representatives based on their exposure needs. These can be augmented with A La Carte offerings.…

$5,000 -- Chapter Partnership Benefits (limited to 5)* • 50 minute keynote CE presentation + 10 minute commercial at one Bi-Monthly Meeting -

$2500 Value • Acknowledgement of Chapter partnership at each Bi-Monthly Meeting and chapter event -

$750 Value • Table space at Bi-Monthly Meetings for brochures and literature - $500 Value • Ability to provide content for 2 emails at no additional cost - $500 Value • Ability to do 2 snail mailings to chapter members for the price of postage and any hard costs

- $1000 • Website listing as Chapter Partner, with logo, contact information & 400 words - $300 Value • Ability to provide an optional pre-approved embedded video on website - $500 Value • Free attendance at up to 5 Bi-Monthly Meetings (maximum of 2 reps per meeting) - $400 -

$650 Value • Ability to provide content including CE materials, practice management tips, product

information, announcements on corporate events… on FPA-LA social media (Twitter/LinkedIn/Facebook) - $350 Value

Savings of $2000






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$1500 – Social Media Partnership Benefits (limited to 12 - 1/month)* • Homepage website ad(300 x 300px) - $350 Value • Website listing as Social Media partner, with logo, contact information & 50 words -$300

Value • Ability to provide an optional pre-approved embedded video on website - $500 Value • Attendance as partner/guest at up to 5 Bi-Monthly Meetings (maximum of 1 rep per meeting)

-$400- $650 Value • Ability to provide content including CE materials, practice management tips, product

information, announcements on corporate events on FPA-LA social media (Twitter/LinkedIn/Facebook) - $350 Value

$500 Savings

$1000 -- NexGen Partnership Benefits (limited to 6)* • Acknowledgement of NexGen partnership at each NexGen event – 10-15min

intro/presentation - $500 value • Website listing as NexGen partner, with logo, contact information & 100 words -$300 Value • Ability to provide an optional pre-approved embedded video on website - $500 Value • Attendance as partner/guest at up to 5 Bi-Monthly Meetings (maximum of 1 rep per meeting)

- $400-650 Value • Ability to provide content including CE materials, practice management tips, product

information, announcements on corporate events… on FPA-LA social media (Twitter/LinkedIn/Facebook) - $350 Value

$1100 Savings

$1000 – Happy Hour Partnership Benefits (limited to 11)* • Acknowledgement of Happy Hour partnership at each sponsored event - $500 Value • Website listing as Happy Hour partner, with logo, contact information & 50 words -$300 Value • Ability to provide an optional pre-approved embedded video on website -$500 Value • Attendance as partner/guest at up to 5 Bi-Monthly Meetings (maximum of 1 rep per meeting).

$400 - $650 Value • Ability to provide content including CE materials, practice management tips, product

information, announcements on corporate events on FPA-LA social media (Twitter/LinkedIn/Facebook) -$350 Value

$1100 Savings






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$1250 – Education Partner** (limited to 3)* • Acknowledgement of partnership at each sponsored event - $500 Value • Website listing as Education partner, with logo, contact information & 50 words -$300 Value • Ability to provide content for 1 email at no additional cost - $250 Value • Home page ad in months that we don’t have a social media partner ($350) • Attendance as partner/guest at up to 5 Bi-Monthly Meetings (maximum of 1 rep per meeting).

$400 - $650 Value • Provide Certification/Degree flyer for NexGen/Bi-monthly meetings - $500 Value • Ability to provide content including CE materials, practice management tips, product

information, announcements on corporate events on FPA-LA social media (Twitter/LinkedIn/Facebook) -$350 Value **Must be accredited school or program

$1400 Savings

A LA Carte* • Sponsoring lunch at Bi-Monthly chapter meetings – 10-15 min intro speech - $1500 • Social Engagement activities ($500, plus actual hard costs). • Study Group Sponsors - $300 plus cost of lunch – 2 available • New Member Breakfast Sponsor - $300 and cost of Food - 2 available • Snail mail campaigns to chapter members as desired - $500, plus actual hard costs per

mailing • Email campaigns to chapter members as desired - $250 per email • Content including CE materials, practice management tips, product information,

announcements on corporate events on FPA-LA social media (Twitter/LinkedIn/Facebook) - $350 per

*All snail mail, email campaigns, videos, social media content & CE presentations subject to prior approval by FPA-LA. With the exception of CE presentations, featured product information is allowed but must be

approved.






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Tips to Maximize Your Partnership

Let us know who you would like to develop relationships with. The FPA-LA board stands

ready to assist with personal introductions.

Raffle items (iPad, golf bag, wine…) via a sponsored fishbowl at Bi-Monthly meetings.

You are welcome to provide pre-approved items and collect opt-in information via these

opt-ins. Then follow-up with members as you work to build & deepen relationships over

time. You may also award items based on ‘best-answer’ to a knowledge-based question

you pose to members who have provided a business card.

Sponsor social outings to continue developing lasting relationships. Costs are $500 per

event to the chapter, plus actual costs. FPA-LA can provide event suggestions: bowling

night, business breakfast, movie premieres, go-carting, Scotch tasting, Annual Member

Family Picnic…

Sponsor practice-management events or provide a value-add service (e.g. hosting a

‘Social Media Photo-Refresh Day’ where members can have headshots taken for social

media & LinkedIn profiles). Costs are $500 to the chapter, plus hard costs.

As a Platinum sponsor do regular ‘mailings’ throughout the year (snail mail &/or email).

Subject to prior approval & reasonable limitation, we encourage communications before

your presentation, as well as follow-up mailing. Costs are free for emails, $500 to the

chapter plus postage & any snail mail costs. Communications may be product related, if

appropriate.

Sponsors are encouraged to socialize regularly with members at happy hours following

the meetings, & to attend chapter meetings on a regular basis.






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CORPORATE PARTNERSHIP APPLICATION

Fax the completed form with Credit Card payment to (818)843-7423 OR send form with a check made payable to:

FPA-Los Angeles

PO Box 11376 Burbank, CA 91510

Basic Information (to be posted on FPA LA Website):

Company

Main Contact

Email

Web site URL

Address

City State Zip

Phone Fax Partnership Level:

⧠Chapter $5,000 ⧠Social Media $1500 ⧠NexGen $1000

⧠Happy Hour $1000 ⧠Educational $1250 ⧠A La Carte $_____________ Billing Information: Cardholder Name

Address

City State Zip

Phone Fax

Credit Card (Visa/MC/Amex)

Card Expiration Date

V-Code*

Authorized Signature of Partner

*V-Code is the 3 Digit Code on the back of VISA and MC and the 4 Digit Code on the front of AMEX cards




For more information about Speaking Opportunities with FPA LA, … · 2017-12-07 · RSM US Wealth Management RSM Wealth Management Russell Investments SagePoint Financial Inc. Shrier

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