The Financial Planning Association® (FPA®) is the leadership and advocacy organization that connects those who need, support and deliver financial planning. FPA's 88 U.S. chapters represent over 23,000 members nationwide. With over 500 members in the local Orange County market alone, FPA is the definitive community of advisors that fosters the value of financial planning and advances the financial planning profession in our area.

FPA of Orange County (FPAOC) Partner Program
FPAOC partners are true partners of our chapter, especially considering recent times. We know the success of both our members and our partners go hand in hand, and we all benefit from these strong relationships. We want our partners to engage with our members, and we work hard to make sure it can happen.
Partners participate in our many events, in member communications, on our website, and through word of mouth by being associated with one of the strongest FPA chapters in the country!
Interested in testing a partnership idea that is outside of the norm? Now’s the time to try it! You will find basic partner levels below, but if we can expand our offerings to meet your needs, we are happy to discuss additional options. Please reach out.

Types of FPA of Orange County Partners

Quarterly Education Meeting (QEM) Partner
2024 Scheduled Dates: February 21, May 15, August 21, and November 20. 

Gold Partner (limit 10) $5100
• 10-Minute Presentation to members at one QEM
• Event passes for 2 at all 4 QEMs
• Large Company Logo and contact information listed prominently on Partner Webpage
• 8 foot Display Table and/or Large Virtual Expo Booth at all 4 QEMs
• Welcome Video (up to 20 sec) added to Company PowerPoint Slide in Rotating Slide Show
• Plus all benefits listed on next page

Silver Partner $3600
• Event passes for 2 at all 4 QEMs
• Medium Company Logo and contact information listed on Partner Webpage
• 8 foot Display Table or Medium Virtual Expo Booth at all 4 QEMs
• Plus all benefits listed on next page

Bronze Partner $2550
• Event passes for 2 at 2 QEMs
• Small Company Logo and contact information listed on Partner Webpage
• 8 foot Display Table or Small Virtual Expo Booth at 2 QEMs
• Your Company’s PowerPoint Slide Added to Rotating Slide Show
• Plus all benefits listed below

Quarterly Meeting Refreshment Partner $1650 In-Person
• Event pass for 1 at 1 QEM
• Present a 1-Minute welcome/introduction from stage immediately prior to refreshment break at 1 QEM
• Virtual Option: Present a 1-Minute welcome/introduction, with ability to deliver food/drink to selected members for 1 QEM
• Plus all benefits listed below

ALL Quarterly Education Meeting Partners receive:
• Display Table Space at in-person meetings (6 ft. table with 2 chairs) or Virtual Expo Space at online meetings*
• Invitation to post-event happy hour, Cocktails & Conversations
• FPAOC Member Names and list of Meeting Attendees (as allowed by FPA policies regarding member privacy)
• Consideration for Keynote Speaker suggestions for QEMs
• Broadcast your educational events in our chapter communications
1Gold Partners – Partners may reserve their 10-minute presentation date at time of payment.
2 Bronze Partners - Presence at 2 Quarterly Education Meetings (February/August or May/November -Partners may choose from available date groups at time of payment.)

To set up your partnership, please contact Kaity Van Amersfort: admin@fpaoc.org.