Become a Partner

There are many benefits to becoming a partner with the FPA of Silicon Valley. In addition to financial planners, the organization includes other professionals who play a role in providing services to individuals who are working towards a secure future. 

As a partner, you’ll have access to our membership, be listed on our web site and in our newsletter, and, if you become a Platinum or Gold Partner, be featured at one meeting during the year where you’ll be able to make a presentation to the membership. 

The three partnership levels are:

Platinum Partner $ 2,150
Gold Partner $ 1,050
Silver Partner $ 725

The list below details the benefits of becoming a partner:

Twelve month Partnership package benefits for FPASV 2012

  Platinum Gold Silver
Number of partner openings available 3 Spaces 7 Spaces Unlimited
Contribution $ 2,150 $ 1,050 $ 725
Partner Benefits               
Option to provide a featured Speaker at a 2012 Chapter Meeting* X    
Featured sponsor at one chapter meeting, which includes:

  • Five minute presentation at meeting, power point optional
  • Logo and contact info on all programs and promotional material
  • Option to have handouts given to all attendees
  • Logo and contact info on “Walk‐In Slideshow” while attendees are getting situated
  • Logo and recognition extended to meeting partners such as CalCPA or CFP Society if the meeting is a joint meeting
X X  
Free admission for partner and 1 guest at all regular chapter meetings and introduction at all chapter meetings. X X  
Free admission for partner at all regular chapter meetings and introduction at all chapter meetings     X
Website logo Display and Contact Information listing X X X
Chapter Membership Directory in electronic (in PDF mailing format) format X X X
FPASV.org Website Listing (logo and contact info) X X X
Regional Newsletter Listing X X X
Recognition as a partner on the table “tent cards” present at all chapter meetings X X X
Prominent recognition on broadcast email remainder sent to chapter members prior to all meetings X X X
25% discount on Regional Newsletter Advertising (rate sheet included) X X X
Table for product literature or display at all chapter meetings X X X

 

* Option to provide a featured speaker at a 2012 Chapter Meeting is based on partnership payment received by November 11, 2011, on Program Committee approval, and on confirmation with the Programs Committee Chair of your speaker presentation date, topic, and availability by January 31, 2012.