- Membership in FPA of Long Island is about 370 financial professionals.
- Exposure to $7 billion Assets Under Management
- The entire FPA membership totals over 24,000.
- 84% of members have ten plus years of professional experience
- 77% of members are CFP®s
- 11% of members are ChFCs
- 13% of members are CPAs
- 75% have a Bachelor’s degree or higher
- 42% are SEC registered; 24% are State registered
Partnership Opportunities –
The Annual Symposium & Exhibition – October 2019.
Click here : Get more information for the Symposium Sponsorship opportunities
For the Annual Symposium there are four different levels of sponsorship you can choose from, our Platinum Level is a shared sponsorship to bring in the Keynote Luncheon Speaker; the Gold Level gives you the opportunity to present at a General Session; the Silver Level gives you the opportunity to present at a Breakout Session; and the Bronze Level offers the exhibit hall experience; plus there are additional opportunities to gain exposure (sponsorship of name tags, lanyards, tote bags, plus more). The FPA of Long Island Partnership Packages are available on a first-come, first-served basis and the 2018 speakers are planned between January and April 2019. The Speaker/Session Information Form must be submitted to the Conference Planning Committee for their review and acceptance for all Platinum, Gold and Silver Level Sponsor spots.
Chapter Program Meetings – There are opportunities to be a Main Sponsor @ $875, which allows you a 15 minute Sponsor Spotlight Presentation; or a Booth Sponsor @ $300, at one of our chapter meetings. Call the Chapter Office at (516) 542-2004 to find out about available meetings – 2018 meeting dates are listed on the Chapter Meetings page.
Annual Golf Outing – Monday, June 3, 2019 @ The Wind Watch Golf & Country Club. Be a part of this fun day o the course! Many opportunities to sponsor are available: Breakfast Sponsor, Lunch Sponsor, Awards Sponsor, Putting Green Sponsor, Range Sponsor or Tee/Green Sponsor. Contact Patricia Cimpric at firstname.lastname@example.org for more information.
Mark Badami – Director of Symposium – (631) 257-7483
Larry Sangirardi – Director of Programs – (631) 923-0885
John Baldi – Director of Fee Advisor Group – (631) 524 5554 & Chairman of Golf Outing – (631) 549-7612
Patricia Cimpric – Chapter Executive – (516) 542-2004
Profitable Business Network
The financial professionals you will meet through the FPA of Long Island chapter can help you build long-term business relationships. FPA of Long Island has almost 400 financial professionals in the Long Island area 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 regular chapter meetings that provide attendees with continuing education credits and networking opportunities.
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.
Annual Symposium & Exhibition
2018 Symposium & Exhibition Date: October 2019
The Symposium is a one day event held annually at the Crest Hollow Country Club in Woodbury, New York. Partnership and speaking opportunities are available, for more information please email or call Mark Badami, our Chairperson of Symposium at (631) 257-7483.
THANK YOU to our 2018 Partners!