The Financial Planning Association of Greater Fort Lauderdale presents

3 7 t h A n n u A l South Florida FPA Conference 2017

Renaissance Boca Raton Hotel2000 NW 19th Street, Boca Raton, FL 33431

Thursday • April 27, 2017

The Financial Planning Association of South Florida presents the

The South Florida FPA Conference is the largest gathering of CFP® and other financial professionals in South Florida. This is your opportunity to gather with your target market at one place, at one time.

The South Florida FPA Conference has a variety of sponsorship opportunities created to generate face-to-face interactions with financial professionals and advisers who are actively looking for your products and services. Our Conference attracts highly qualified buyers and decision makers.

Do not miss this opportunity to highlight your company at the 2017 conference! Our Conference typically draws 175-200 financial professionals. Our Conference features nationally known speakers and offers continuing education for multiple disciplines. This event is your opportunity to exhibit and demonstrate products and services and provide you with a competitive edge over your competition by increasing your exposure to the best of the best at the South Florida FPA Conference.

EXHIBITORS

SPONSORS

ADVERTISERS —Who Will Attend —

• Registered Investment Advisors

• Certified Financial Planner Professionals

• Investment Consultants

• Financial Advisors

• Insurance Agents

• Accountants

• Attorneys

SponSorShip packageSFrom $500to $5,000

Exhibitor / Sponsor Package Total: Company Name (as it should appear in print): ______________________________________________________________

Contact Person: ____________________________________________________________________________________

Address: __________________________________________________________________________________________

City, State, Zip: _____________________________________________________________________________________

Telephone: ________________________________________________________________________________________

Company Internet address (for link from our website): _______________________________________________________

Brief description of your company for Attendee Packet:

_________________________________________________________________________________________________

_________________________________________________________________________________________________

Names of persons staffing exhibits: (as they should appear in print) Additional Representatives $125.00 each.

(1) _______________________________________ (2) ____________________________________________________

Method of Payment: r Check Enclosed r MasterCard r Visa r AMEX

Card No: _________________________________________________________Expiration Date: ___________CVV: _____

Signature: ________________________________________________________________________________________

There are a variety of sponsorship and exhibitor opportunities for your company at the South Florida FPA Conference 2015. For maximum exposure be a Platinum or Gold Sponsor. You may also choose from a variety of options including sponsoring a breakfast or lunch.

n platinum Sponsor package: $5,000 (limit 3 Opportunities)($4,500 before December 31, 2016)• Advertising on all advance conference materials and correspondence• Introduction and 5 minute remarks at one of the General Sessions or Meals• Full page advertisement in Attendee Folder — Sponsor provides PDF• Exhibitor Package, see description below (Your Choice of Booth Location- open layout in the General Session/Meal area, providing participation and integration during sessions)• 4 complimentary registrations (including 2 with Exhibitor Package)• Prominent company signage displayed throughout conference• Direct Link to your company’s website on the South Florida FPA website Home Page and Sponsor’s Page• Pre and Post Attendee contact list (with emails)• One speaker recommendation (one session)• Minute to Shine — Exhibitor Door Prize• Annual Pass to all General Meetings — 1 attendee2017 calendar Year Benefits:• 5 minute remarks at all General Meetings• Materials exhibited at all chapter meetings (Sponsor provides materials)• One year license for access to the FPA of Greater Fort Lauderdale

membership roster• Acknowledgement at all chapter meetings• Article in FPA newsletter (12 editions per year) (Sponsor provides)

n gold Sponsor package: $2000 (limit 4 Opportunities) ($1,800 before December 31, 2016) • Full page advertisement in Attendee Folder — Sponsor provides PDF • Exhibitor Package, see description below (Your Choice of Booth Location – open layout in the General Session/Meal area, providing participation and integration during sessions) • 3 complimentary registrations (including 2 with Exhibitor Package) • Prominent company signage displayed throughout conference • Direct Link to your company’s website on the South Florida FPA website Sponsor’s Page

• Pre and Post Attendee contact list2017 calendar Year Benefits:• Materials exhibited at all chapter meetings (sponsor provides materials)

n preferred Location exhibitor package: $1,250 ($1,125 before December 31, 2016) • 1 Exhibitor Package, see description below (Open layout in the General Session/Meal area, providing participation and integration during sessions) • 6” x 8” exhibit space with 6’ draped table

• Direct Link to your company’s website on the South Florida FPA website Sponsor’s Page • 2 complimentary conference registrations, including meals (additional booth attendees $125 each) • Pre and Post Attendee contact list

n exhibitor package: $1,000 (4 Opportunities) ($900 before December 31, 2016)

• 1 Tabletop Exhibit space for entire conference — 4’ draped table • Direct Link to your company’s website on the South Florida FPA website • 1 complimentary conference registration, including meals (additional booth attendees $125 each) • Pre and Post Attendee contact list

— C o n f e r e n c e O p p o r t u n i t i e s —There are a variety of sponsorship and exhibitor opportunities for your company at the South Florida Fpa conference 2017.

For maximum exposure be a platinum or gold Sponsor. You may also choose from a variety of options including sponsoring a breakfast or lunch.

Exhibitor / Sponsor Registration Formplease check all that apply:r $5,000 platinum Sponsor package (limit 3 Opportunities) ($4,500 before 12/31/16)r $2,000 gold Sponsor package (limit 4 Opportunities) ($1,800 before 12/31/16)r $1,250 preferred Location exhibitor package ($1,125 before 12/31/16)r $1,000 exhibitor package (4 Opportunites) ($900 before 12/31/16)r $2,500 Luncheon Sponsor (2 Opportunites) ($2,250 before 12/31/16)r $2,500 Breakfast Sponsor (2 Opportunites) ($2,250 before 12/31/16)r $2,500 cocktail party Sponsor ($2,250 before 12/31/16)

r $500 Break Sponsor (4 Opportunites) r Thursday Morning Break r Thursday Late Afternoon Break r Friday Late Morning Break r Friday General Session Breakr $125 additional Booth representatives

Make checks payable to and/or send charge card information to:Fpa of South Florida • 8930 State road 84, no. 316 • Davie, FL 33324

For additional information please contact Linda Wolonick, executive Directorphone: 954-370-0041 • Fax: 954-382-1893 • email: info@SouthFloridaFpa.org

Exhibitor / Sponsor Package Total:

n Luncheon Sponsor: $2,500 (2 Opportunities)($2,250 before December 31, 2016)• Introduction and 5 minute remarks at Luncheon• Full page advertisement in Attendee Folder — Sponsor provides PDF• Preferred Location Exhibitor Package for entire conference (Open layout in the General Session/Meal area, providing participation and integration during sessions)• Direct Link to your company’s website on the South Florida FPA website Sponsor’s Page• 2 complimentary conference registrations, including meals (additional booth attendees $125 each)• Pre and Post Attendee contact list

n Breakfast Sponsor: $2,500 (2 Opportunities)($2,250 before December 31, 2016)• Introduction and 5 minute remarks at General Session• Full page advertisement in Attendee Folder — Sponsor provides PDF• Preferred Location Exhibitor Package for entire conference (Open layout in the General Session/Meal area, providing participation and integration during sessions)• Direct Link to your company’s website on the South Florida FPA website Sponsor’s Page• 2 complimentary conference registrations, including meals (additional booth attendees $125 each)• Pre and Post Attendee contact list

n cocktail party: $2,500• Thursday Evening Cocktail Reception • Full Page Advertisement in Attendee Folder (Sponsor provides PDF)• Prominent Company Signage Display• Introduction and 5 minute remarks at Cocktail Party• Link to your company’s website on the South Florida FPA website• Pre and Post Attendee contact list• Exhibitor Package tor entire conference• 2 Complimentary Conference Registrations, including meals

n Break Sponsorship: $500 (4 Opportunities)• Prominent Company Signage Display on Breaks• Introduction and 3 minute remarks at General Session• 1 complimentary conference registration, including meals• Direct Link to your company’s website on the South Florida FPA website Sponsor’s Page• Pre and Post Attendee contact list

note: • Setup begins on Thursday, April 27, 2017, at 7:30 a.m. • Exhibitors must be set up by 8:00 a.m. • Conference begins at 9:00 a.m. • Sponsor/Exhibitor breakdown is at 5:30 p.m. on Thursday, April 27, 2017.

renaissance Boca raton hotel2000 nW 19th Street • Boca raton, FL 33431

exhibitor / Sponsor agrees To:Set up display on contracted days and maintain exhibit until closing of the conference. Display only in designated exhibit area. Keep exhibit area neat during conference and remove all materials upon closing. Pay all fees for exhibit space and

for sponsorship to the FPA of Greater Fort Lauderdale by March 1, 2017.There are no refunds for cancellations. The FPA of Greater Fort Lauderdale is not responsible for any loss,

damage or injury to the exhibitor or the exhibitor’s property.

renaissance Boca raton hotel2000 nW 19th Street • Boca raton, FL 33431

note:• Setup begins on Thursday, April 27, 2017, at 7:30 a.m.

• Exhibitors must be set up by 8:00 a.m.• Conference begins at 9:00 a.m.

• Sponsor/Exhibitor breakdown is at 5:30 p.m. on Thursday, April 27, 2017

Email:Cell Phone:

— Chapter and Conference Demographics —

We look forward to seeing your company at the37th Annual South Florida FPA Conference 2017

Thursday, April 27, 2017Renaissance Boca Raton Hotel

n Our Chapter includes over 275 members, the largest Chapter in Florida.

n The Chapter territory covers Broward (Fort Lauderdale), Martin, Okeechobee, Palm Beach,

West Palm Beach and St. Lucie Counties.

n Our Conference draws between 175-200 financial professionals each year,

including attendees from across the state and as far away as New York.

n Members and Attendees hold the following designations: CFA, CFP®, ChFC, CLU, CIMA, CPA,

PFS, AND JD.

n Of members reporting, 53% are SEC Registered and 47% are State Registered.