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Sponsor Program
Fast Facts:
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Reaches approximately 200+ advisors located in the Gulf counties of Alabama, Mississippi and the Florida panhandle.
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Average practice size approximately $50,000,000 AUM. Independents, banks and wire houses represented.
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Meetings four times per year. Forum for Financial Planning in early fall of each year.
Sponsorship Opportunities:
Platinum- Sponsor contribution= $1,500
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Table presence at all quarterly meetings and at the Forum
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Access to Forum attendees with opportunity to make a brief presentation.
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Sponsorship of one hour presentation (must be approved for CFP CE and recognized speaker) at Forum for Financial Planning.
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Featured as platinum sponsor on Forum information
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Chapter sponsor throughout year.
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Three complimentary Forum registrations.
Gold- Sponsor contribution= $1,000
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Table presence at all quarterly meetings and at the Forum;
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Sponsorship of one hour presentation (must be approved for CFP CE) at quarterly meeting.
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Featured as gold sponsor on Forum information.
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Chapter sponsor throughout year.
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Two complimentary Forum registrations
Silver- Sponsor contribution= $500
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Table presence at the Forum.
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Featured as silver sponsor on Forum information.
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One complimentary Forum registration.
All sponsorships include sponsors link to their website on the Gulf States Chapter website