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Financial Planning Summit for Accountants:

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Financial Planning Summit for Accountants:

  1. 1. PRESENT: 2nd Annual Financial Planning accounting / Avenir 65 Medium Summit for Accountants: How to Get into Financial Planning and Make Money out of it July 22-23, 2009 Sheraton Gateway Suites SPONSORSHIP Rosemont, IL AND EXHIBIT (Chicago O’Hare) PROSPECTUS A NOTE FROm 2008 SPONSOR Honkamp Krueger Financial Services, Inc. on their experience at last year’s event… Our participation in the first Financial Planning Confer- a unique position to bring together the best providers, ence for CPAs sponsored by SourceMedia and CPA consultants, and entrepreneurial firms. The byproduct Wealth Provider magazine has proven to be a wise is success at growing profits and firm value. investment in every way. We learned a great deal, Thanks for inviting us last year. We certainly look meeting knowledgeable industry leaders with great forward to the 2009 Financial Planning Summit for Ac- insights into the how and why of adding this valuable countants. We know it leads to profits! practice niche. As a provider, we gained national ex- posure and developed leads with firms who now work with Honkamp Krueger Financial Services, Inc. From James W. Herrig, J.D., Vice President & Counsel, the 2008 conference, we learned your organization is in HONKAMP KRUEGER FINANCIAL SERVICES, INC. www.sourcemediaconferences.com/CPA
  2. 2. 2nd Annual Financial Planning Summit for Accountants: How to Get into Financial Planning and Make Money out of it July 22-23, 2009 | Sheraton Gateway Suites SPONSORSHIP AND Rosemont, IL (Chicago O’Hare) EXHIBIT PROSPECTUS ABOUT THE EvENT WHO YOU WIll mEET THE FINANCIAl PlANNINg SUmmIT FOR ACCOUNTANTS is Here is a list of some of the participants the only event in the nation solely dedicated to helping accounting of last year’s event. professionals enter the financial planning market as well as provid- 5 Star Financial Solutions Koenig, Russo & ing actionable content for those firms looking to grow their financial Acevedo & Company Associates planning practice. American Institute of Certified Kraft & Company Public Accountants Lassus Wherley The conference helps firms determine if they should be in this Arnold Advisors Mark A McNamee CPA growth area and in what capacity. Attendees learn the impor- BAM Advisor Services McDevitt & Andreason tance of selecting the right business model, as well as the right Bedford Tax Services MFAC Financial Advisors, Michael Bloomberg News S. Martinez strategic partner, and how to get financial planning up to speed Brighton Securities Middleton Accounting & Consult- quickly. The agenda is highlighted by valuable lessons learned from ing, Inc. Brown Smith Wallace CPAs who have failed and succeeded in financial planning, with Buckingham Asset Management Mitchell, Kulick & tips on how to plan carefully and avoid pitfalls. Charles Hobbs CPA Company Moon This year’s event will include two new tracks, providing a wide CPA Wealth Provider Moore, Horton & range of topics for people with different levels of experience in the Crosley+Company Carlson DCA financial planning arena. Morningstar Inc. Diel & Forguson Moss Adams Wealth Advisors • TRACK ONE: NEW FINANCIAL PLANNERS Dixon Hughes NYSEWANDER Track One will be for those who have not yet made the jump into Duerr & Duerr, CPA Oppenheimer & Co. financial planning. These sessions will explain in a nuts n’ bolts Eck Schafer & Punke Orizon CPAs Ed Zychowski way exactly the criteria for moving into financial planning, what Peters, Browning & Co., Pinnacle FiveStar3 Wealth Planning Services factors to consider, the best business model, what licenses are Fowler Durham & Porte Brown needed, and more. Company CPAs QFN • TRACK TWO: EXPERIENCED FINANCIAL PLANNERS Frost Rochdale Investment Manage- Track Two will be for those who are presently in financial plan- Gardiner Thomson ment ning but need to expand their base, increase the number of cli- Genworth Financial RSM McGladrey, Inc. Investment Services, Inc. ents, and grow their revenue. These sessions will help attendees Greenlight Fee Only Salandra & Serluca examine their business model, determine whether they should Advisors Saluting Success be using a broker/dealer, investigate marketing strategies, deal Schenck Business GZK Solutions with today’s nervous client, and more. Heinold-Banwart Scott & Scott CPA Helvetica Financial View the full agenda at Holt & Patterson Signature Advisor Group www.sourcemediaconferences.com/CPA Terry McMahon & Co. Honkamp Krueger Topel Forman Consulting Financial Services As an exhibitor or sponsor of this event, you will: Turman Group. Jackson Thornton • etwork with CPAs who are currently working as financial N JANE SMILEY CPA Vitale Caturano & Co. planners and those who are seriously considering a move into Johanna Fox, CPA William Vaughan Company financial planning John Laskey & Company • ncrease ROI through live-event marketing I Joseph D. Brophy CPA Kiely Capital Management, • ake advantage of our extended networking breaks T and display your technology and services • njoy plenty of face time with highly E qualified prospects For more information about participating in Financial Planning Summit For accountantS contact: chris Frey | 212.803.6568 | christopher.Frey@sourcemedia.com
  3. 3. 2nd Annual Financial Planning Summit for Accountants: How to Get into Financial Planning and Make Money out of it July 22-23, 2009 | Sheraton Gateway Suites SPONSORSHIP AND Rosemont, IL (Chicago O’Hare) EXHIBIT PROSPECTUS STANDARD EXHIBIT SPACE PACKAgE $3,250 includes: • 10’ x 10’ exhibit space with standard pipe & drape and company identification sign • Three full conference registrations for your staff • Your company logo and fifty word company description in the conference workbook, including contact names and numbers • Inclusion in all house advertising and direct marketing promoting the conference • Your company logo on the conference Web site with a link back to your company Web site • Pre-Conference attendee mailing list • Post-Conference attendee mailing list • Signage promoting your company’s exhibit • Complete set of conference registration materials including docu- mentation book SPONSORSHIP PACKAgES Platinum Sponsorship Package Brand reach Only Three Available • Inclusion as sponsor in all advertising, marketing and promotion of the conference, including: $10,500 - Direct mail campaign – Commit by 4/15 and get logo in confer- ence brochure conference and Exhibition Presence - Direct email campaign of 100,000+ emails in no fewer than 8 • One 10X10 exhibitor space distinct efforts. • Partner banner position available in pre-function and/or registra- - All conference advertising in Accounting Technology, Accounting tion areas Today and Practical Accountant • Co-host opening night cocktail reception to include logo napkins and signage relationship Building • Conference tote bag with sponsor logos given to all attendees at • Reserved guest list: Right to submit a maximum of 5 customer registration and prospect names for invitation to the conference as Sponsor • Position on conference Advisory Board guests • Logo on cover of conference document book • Five full-conference passes for sponsor • Reserved premium full page, 4-color advertisement in the confer- • Five complete sets of conference registration materials, including ence documentation book. documentation book • Logo and 50-word company profile in conference documentation • Pre- and post-conference attendee mailing list book. Logo on event Web site with link back to your company site For more information about participating in Financial Planning Summit For accountantS contact: chris Frey | 212.803.6568 | christopher.Frey@sourcemedia.com
  4. 4. 2nd Annual Financial Planning Summit for Accountants: How to Get into Financial Planning and Make Money out of it July 22-23, 2009 | Sheraton Gateway Suites SPONSORSHIP AND Rosemont, IL (Chicago O’Hare) EXHIBIT PROSPECTUS ADDITIONAl SPONSORSHIP OPPORTUNITIES Registration/lanyard Sponsorship Seat Drop Sponsorship $5,000 $5,000 • Custom badge lanyards distributed to all attendees includes logo • Opportunity to place marketing material on each seat in the of sponsor General session on the first or second morning of the conference • Insert of marketing piece into each tote bag distributed to all at- • Signage promoting sponsorship tendees • One 4-color, full page advertisement (7x10) in the conference- • Two conference passes documentation workbook • Signage promoting the sponsorship on display throughout length • Two conference passes of conference • nclusion in all house advertising promoting this conference • Inclusion in all house advertising promoting this conference • Fifty-word (50) company description in conference documenta- • One 4-color, full page advertisement (7x10) in the conference tion book documentation workbook • Firm name or logo included in direct-mail brochure, if applicable • Complete set of conference registration materials includes • Pre- and post-conference attendee mailing list documentation book. • Logo on the conference Web site with link back to your company • Fifty-word (50) company description in conference documenta- site tion book • Complete set of conference registration materials includes docu- • Firm name or logo included in direct-mail brochure, if applicable mentation book • Pre- and post-conference attendee mailing list • Logo on the conference Web site with link back to your company Refreshment Break Sponsorship (Am and Pm) site $5,000 lunch Sponsorship • Custom napkins/coffee cups with company logo branded on $5,000 each to be placed in break area • One 4-color, full page advertisement (7x10) in the conference- • Napkins with company logo to be placed by food area documentation workbook • Signage promoting sponsorship • Signage promoting sponsorship • Two conference passes • Two conference passes • Inclusion in all house advertising promoting this conference • Inclusion in all house advertising promoting this conference • One full page 4-color advertisement (7x10) in the conference • Fifty-word (50) company description in conference documenta- documentation workbook tion book • Fifty-word (50) company description in conference documenta- • Firm name or logo included in direct-mail brochure, if applicable tion book • Pre- and post-conference attendee mailing list • Firm name or logo included in direct-mail brochure, if applicable • Logo on the conference Web site with link back to your company • Pre- and post-conference attendee mailing list site • Logo on the conference Web site with link back to your company • Complete set of conference registration materials includes docu- site mentation book • Complete set of conference registration materials includes docu- mentation book. For more information about participating in Financial Planning Summit For accountantS contact: chris Frey | 212.803.6568 | christopher.Frey@sourcemedia.com
  5. 5. 2nd Annual Financial Planning Summit for Accountants: How to Get into Financial Planning and Make Money out of it July 22-23, 2009 | Sheraton Gateway Suites SPONSORSHIP AND Rosemont, IL (Chicago O’Hare) EXHIBIT PROSPECTUS Continental Breakfast Sponsorship Hard Candy Sponsorship $5,000 $5,000 • Company logo on napkins and coffee cups during breakfast • Wrapped hard candy with company logo distributed to all at- • One 4-color, full page advertisement (7x10) in the conference tendees for the length of the conference documentation workbook • One 4-color, full page advertisement (7x10) in the conference • Signage promoting sponsorship documentation workbook • Two conference passes • Signage promoting sponsorship • Inclusion in all house advertising promoting this conference • Two conference passes • Fifty-word (50) company description in conference documenta- • Inclusion in all house advertising promoting the conference tion book • Fifty-word [50] company description in the conference documen- • Firm name or logo included in direct-mail brochure, if applicable tation book • Pre- and post-conference attendee mailing list • Firm name or logo included in direct-mail brochure, if applicable • Logo on conference Web site with link back to your company • Pre- and post-conference attendee mailing list site • Logo on conference Web site with link back to your company • Complete set of conference registration materials includes docu- site mentation book • Complete set of conference registration materials, includes docu- mentation book For more information about participating in Financial Planning Summit For accountantS contact: chris Frey 212.803.6568 christopher.Frey@sourcemedia.com www.sourcemediaconferences.com/CPA

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