Sponsor Program

    Fast Facts:

    • Reaches approximately 200+ advisors located in the Gulf counties of Alabama, Mississippi and the Florida panhandle.

    • Average practice size approximately $50,000,000 AUM.  Independents, banks and wire houses represented. 

    • Meetings four times per year.  Forum for Financial Planning in early fall of each year.

    Sponsorship Opportunities:

    Platinum- Sponsor contribution= $1,500

    • Table presence at all quarterly meetings and at the Forum

    • Access to Forum attendees with opportunity to make a brief presentation.

    • Sponsorship of one hour presentation (must be approved for CFP CE and recognized speaker) at Forum for Financial Planning. 

    • Featured as platinum sponsor on Forum information

    • Chapter sponsor throughout year.  

    • Three complimentary Forum registrations.

    Become a Platinum Sponsor

     

    Gold- Sponsor contribution= $1,000

    • Table presence at all quarterly meetings and at the Forum;

    • Sponsorship of one hour presentation (must be approved for CFP CE) at quarterly meeting. 

    • Featured as gold sponsor on Forum information.

    • Chapter sponsor throughout year.   

    • Two complimentary Forum registrations

    Become a Gold Sponsor

     

    Silver- Sponsor contribution= $500

    • Table presence at the Forum. 

    • Featured as silver sponsor on Forum information. 

    • One complimentary Forum registration.

    Become a Silver Sponsor

     

    All sponsorships include sponsors link to their website on the Gulf States Chapter website