Annual Partners
about our partners
Members of FPA MN are supported by a number of exceptional sponsors who help offset the cost of delivering benefits.
These sponsors are helping to lead FPA's message of building the community of the financial planning profession,
with their commitment to the association, its mission and its members.
If you would like more information on becoming a Partner, read over our 2024
Partnership Prospectus. It includes Benefits at a Glance and the Letter of Agreement. For a quick overview
of the benefits of partnering with the FPA of Minnesota, view Why partner with FPA MN?.
chapter partners
chapter meeting host
partner session host
spring training sponsors
de&i activites sponsor
The FPA of Minnesota offers you the opportunity to partner with our association through several events during
the year supporting the FPA value proposition of P-L-A-N: Practice Support,
Learning, Advocacy and Networking. Our partners are key in
helping to offer engaging content and opportunities to bring together our community. In 2024 we are introducing
some changes to the frequency and type of events while keeping the successful framework of our chapter. Details
are available in the 2024 Partnership Prospectus.
Profitable Business Network
The financial professionals you’ll meet through the FPA of MN Chapter can help you build long-term business
relationships. FPA of MN has more than 650 financial professionals in Minnesota, 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 member meetings that provide attendees with continuing education credits. 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.
Quality Marketing Options
The Chapter sends its members and prospects (approximately 3,000 financial professionals) a monthly newsletter
that contains information about upcoming meetings, Chapter public relations activities, practice management
information, national educational opportunities and more. Members tell us it’s the one periodical they are sure
to read, which means that your marketing insert and/or advertisement in FPA of MN News will be noticed and read.
Membership Mailings
The Chapter values its membership list highly and does not sell the mailing list to the general public.
Therefore, our members are not flooded with marketing mailings related to their Chapter membership.
ASCEND Conference
In addition, partnering and speaking opportunities are also available at the Annual ASCEND Conference. If
interested, complete a Call
for Speakers
form. Speakers are selected six to twelve months in advance. Full details on ASCEND are available by
clicking
here.
Contact for Partnership Opportunities
Ky Carlson, FPA of Minnesota Sales
Coordinator, 651-288-3727