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Sponsorship Opportunities

Partner with FPA of Puget Sound

View the 2020 Prospectus!

The Financial Planning Association (FPA) is the nation’s largest and most preeminent organization for financial planning professionals. There are more than 27,000 members and more than 90 active chapters across the United States. FPA of Puget Sound is more than 400 members strong and spans Washington State from the Canadian border to Oregon and as far east as the Tri-Cities.

FPA of Puget Sound members are diverse. They work at large brokerage houses and RIAs and mid-sized firms. Membership also includes many sole proprietors. You can get involved in a number of ways. Read our brochure and/or email our sponsorship chair Joe Wride at [email protected] for more information.

The Financial Planning Association of Puget Sound would like to invite you to be involved with our organization and our chapter. Gain exposure with our members from a number of sources. Quarterly educational meetings, Annual Symposium, Social Events, Newsletter, and Website. We can provide an opportunity for any budget and commitment to our chapter.

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Cancellation Policy: Full refunds will be sent for written cancellations emailed or postmarked no more than 30 days after purchase of a 2020 Annual Sponsorship. There will be no refunds if cancellations are made after 30 days of purchase of a 2019 Annual Sponsorship. Please note, sponsorship do not go into effect until payment of your Sponsorship is paid in full. Your 2019 Sponsorship will be in affect from January 1, 2020 - December 31, 2020.

Annual Symposium

The FPA of Puget Sound Annual Symposium provides something of value for each company that participates as an exhibitor or sponsor. Whether you are new to this market or are a veteran at financial planning trade shows, your company should participate in this event because it is the only show that is specific to this influential segment of the financial planning profession and it:

  • Offers an excellent opportunity to generate new leads for business expansion
  • Provides a relaxed atmosphere to build relationships
  • Generates opportunities to enhance relationships with existing clients
  • Delivers a quality return on investment based on consistent feedback from previous exhibitors
  • Exposes your products and services to FPA of Puget Sound members who have buying power
Learn More About Symposium