Media Kit The Highest-Quality Content in the Financial Planning Industry. Print Digital Events Partnerships

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1 Media Kit 2017 Print Digital Events Partnerships JOURNAL OF COVER STORY Trends, Advice, and Best Practices from Technology Experts 20 PRACTICE MANAGEMENT Master Your Return on Effort 14 AUTHORITATIVE 4 Messages Your Firm s Bad Website Is Sending Prospects 18 COLUMNS The Psychology of Communication in Estate Planning 40 INNOVATIVE CONTRIBUTIONS Treatment of Inflation in Retirement Planning Calculations: An Improved Method 44 Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance 54 CE EXAM Earn one hour of continuing education credit in this issue 66 January 2017 Vol. 30 No. 1 FPAJournal.org UNCOMPROMISING The Highest-Quality Content in the Financial Planning Industry OneFPA.org/PartnerWithFPA Advertising@OneFPA.org

2 Who We Are The Financial Planning Association (FPA ) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP ) professionals, educators, financial services providers and students who seek advancement in a dynamic and critically important profession. In addition to admission to a vibrant peer-to-peer community and the chance to participate in advocacy efforts advancing the reputation of financial planning, FPA members gain access to the highest-quality content in the financial planning industry, including the Journal of Financial Planning, our award-winning peer-reviewed publication. At FPA, we are proud to work with a variety of organizations both within and outside the industry whom we consider not simply sponsors of our efforts and programs, but our partners. We treat these relationships as such, working together to find the balance between adding value to your business and enhancing the experience for our current and prospective members. Membership Snapshot 24,000 Members 17,186 Hold the CFP certification 10 YEARS Average FPA membership length 17 YEARS As a planner/adviser 75% Are RIAs $3.2 TRILLION In assets controlled 80% Owner/Partner/President/CEO Working with FPA provides a tremendous opportunity for adviser-facing platforms like emoney Half of the battle in business development is getting in front of the right individuals - Melissa Thomas, emoney 90% 45% 40% have shared or discussed an edition of the Journal of Financial Planning bought products/services advertised or requested info visited an advertiser s website 29% recommended products FPA 2017 Advertising Opportunities Advertising@OneFPA.org

3 Integrated Media JOURNAL (PRINT + DIGITAL) The Journal of Financial Planning expands the knowledge of the financial planning profession. With monthly feature articles, interviews, columns, and peer-reviewed technical contributions, the Journal content is dynamic, innovative, thought-provoking and directly beneficial to financial planners. JOURNAL OF FINANCIAL PLANNING COLLEGE FUNDING FEBRUARY 2017 Volume 30 Number 2 of Financial Planning EXPANDING THE BODY OF KNOWLEDGE IN THE FINANCIAL PLANNING PROFESSION COVER STORY Changing the Approach to College Funding Advice QUESTIONS Cam Marston on Bridging the Generation Gap and Being a Gen-Savvy Financial Adviser 14 PRACTICE MANAGEMENT Are You Ready for the DOL Fiduciary Rule? 21 COLUMNS Curbing Client Risk with Cyber Insurance 34 CONTRIBUTIONS Retirement Income Showdown: Risk Pooling Versus Risk Premium 40 To Enhance Lifetime Retirement Security, Use Reverse Mortgages or Immediate Annuities? 52 CE EXAM Earn one hour of continuing education credit in this issue 66 February 2017 Vol. 30 No. 2 FPAJournal.org DIGITAL EVENTS & PARTNERSHIPS The Financial Planning Association hosts multiple learning-focused gatherings throughout the year. The FPA Annual Conference garners nearly 2,000 attendees, the FPA Retreat is a true think-tank environment and our Chapter Leaders Conference brings together some of the most successful leaders in our membership base. A variety of sponsorship and partnership opportunities are available. us at CorporateSales@OneFPA.org for more information. OneFPA.org is the leading source for fresh content, memberto-member interaction, resources and high-impact tools to help members advise their clients. JFP enewsletters are sent monthly, focusing on editorial content and driving readership to the Journal. campaigns run monthly and drive leads from your content. Social media platforms (Twitter and FPA Connect) are active portals for sharing specific content and inviting member engagement. Podcasts and videos allow you to personalize your message and reinforce other integrated advertising. Webinars give you the chance to be recognized as an industry leader and grow personal connections with our membership. Content marketing brings you into the editorial flow with specific thought leadership-driven ideas written from your company s perspective. FPA 2017 Advertising Opportunities Advertising@OneFPA.org

4 Digital Advertising OneFPA.org 50,000 Impressions/Month MyFPA 224,000 Page Views/Month Top Leaderboard 728 px x 90 px Small Box 300 px x 250 px 2:59 Average Session Duration FPA Connect * Skyscraper 120 px x 600 px *Stats for Connect Community pages differ. Monthly JFP enewsletter Sponsorship 20,000 Distribution 25% Open Rate 15% Click Thru 7% Forward Custom Campaign 12,000 Distribution 25.4% Open Rate 7% Click Thru 5.1% Forward JFP App Sponsorship 11,465 Cumulative Apple/iOS downloads as of December 31, 2016 Corner Cover 379 px x 379 px Belly Band 1608 px x 294 px COVER CORNER 379 px 379 px BELLY BAND 1608 px 294 px FPA 2017 Advertising Opportunities Advertising@OneFPA.org

5 Content Marketing Sponsored Content Article on OneFPA.org Your sponsored content fl ows seamlessly within the Journal s monthly editorial. Ability to partner with 300 px x 250 px ad and/or embedded video. Pop-Out Video and Skyscrapers Available on the digital download of the monthly Journal of Financial Planning, reaching approximately 13,000 readers at least one time, and highly likely two to three times per month. Whitepaper Distribution FPA will feature branded whitepapers from industry sponsors and thought-leaders that are posted within the whitepaper section of OneFPA.org for one month. Podcasts Posted to our podcast library on OneFPA.org by date. Provide tile image and WAV file, or link to YouTube content. FPA 2017 Advertising Opportunities Advertising@OneFPA.org

6 Journal of Financial Planning The Journal content is the GOLD STANDARD for the financial planning profession. As the #1 most valued benefi t of FPA membership, the Journal content influences monthly member exchanges. 71,848 Print and Digital/Month 2013/2014/2015/2016/2017 Winner APEX Award for Publication Excellence Interactive digital experience with page-turning capabilities and hyperlink interface FPA 2017 Advertising Opportunities Advertising@OneFPA.org

7 2017 Editorial Calendar ISSUE EDITORIAL FOCUS MATERIALS DUE IN-HOME DATE January TECHNOLOGY 12/8/16 1/5/17 February COLLEGE FUNDING BONUS DISTRIBUTION: Member Advantage Program Insert 1/5/17 2/2/17 March ESTATE PLANNING 2/9/17 3/9/17 April ELDERCARE 3/9/17 4/6/17 May BEHAVIORAL FINANCE BONUS DISTRIBUTIONS: FPA Retreat 2017, Member Discount Program Insert 4/6/17 5/4/17 June TRENDS IN INVESTING 5/11/17 6/8/17 July MARKETING 6/8/17 7/6/17 August REGULATORY UPDATE/FIDUCIARY ISSUES BONUS DISTRIBUTION: Member Advantage Program Insert 7/6/17 8/2/17 September NEXT GENERATION 8/10/17 9/7/17 October November CLIENT TRUST & COMMUNICATION BONUS DISTRIBUTION: FPA Annual Conference SUCCESSION PLANNING BONUS DISTRIBUTIONS: FPA Chapter Leaders Conference 2017, Member Advantage Program Insert 9/7/17 10/6/17 10/6/17 11/2/17 December FUTURE OF THE PROFESSION 11/9/17 12/7/17 December BEST OF JOURNAL 2017 BONUS DISTRIBUTION 12/7/17 1/5/18 FPA 2017 Advertising Opportunities

8 Journal of Financial Planning Advertorials An advertorial is an advertisement delivering information about a brand, product or offering in the style of an editorial article. Advertorials provide an opportunity to tell your company s story and share your perspectives in a way that engages fi nancial planners, while also integrating your message with the top-quality editorial content available through the Journal of Financial Planning. Lorem ipsum dolor sit amet, consect elit. Lorem ipsum dolor sit amet, consect elit. FULL PAGE SPONSORED CONTENT Vivamus imperdiet id eros vel convallis. Curabitur eu velit orci. Lorem ipsum dolor sit amet, consectetur adipiscing Vivamus elit. imperdiet Vivamus id imperdiet eros vel id eros vel convallis. Curabitur eu velit orci. Duis sollicitudin Duis sollicitudin elementum elementum orci ac consectetur. orci Duis ac a consectetur. metus nisi. Class Duis aptent a metus taciti sociosqu ad nisi. litora Class torquent aptent per taciti conubia sociosqu nostra, per inceptos ad litora himenaeos. torquent per conubia nostra, per inceptos himenaeos. Suspendisse accumsan in ligula Suspendisse ac euismod. accumsan In blandit in ligula orci ac id euismod. In ipsum blandit vestibulum orci id ipsum lacinia. vestibulum lacinia. Proin pharetra, orci tempus auctor faucibus, sapien nunc sollicitudin ligula, in aliquet mi orci quis nisl. Aenean tincidunt posuere nunc, eget malesuada magna iaculis quis. Maecenas ultricies tortor eu ex vulputate dapibus. Nam neque ante, ultrices vitae metus id, viverra venenatis leo. Mauris consequat congue mi, vel cursus nisi consequat ac. Vestibulum pharetra tellus ex, Aliquam scelerisque pellentesque orci, vel fermentum ipsum semper et. Nulla facilisi Vestibulum pharetra ante dignissim Ante imperdiet, non bibendum dolor. Sed vel diam at lectus pellentesque ultrices. Pellentesque eget lorem sapien. Cras metus lacus, accumsan eu venenatis quis, facilisis vitae neque. Nam bibendum, elit sed porta viverra, lacus eros scelerisque ante, sed feugiat tellus mauris ac nulla. In volutpat laoreet justo quis consequat. Quisque feugiat lorem tortor, sed gravida massa efficitur non. Nullam venenatis, neque a viverra vestibulum, lectus urna faucibus eros, sit amet efficitur est ipsum in metus. Vivamus id ex non massa interdum faucibus at in dui. Mauris fringilla ultricies lacus, non bibendum libero interdum Vestibulum vitae. Nam tristique, pharetra leo id tellus placerat viverra, ex, elit nec magna ornare commodo dolor velit, dictum ac aliquet dui dolor ultrices. a massa. In Aliquam dapibus, gravida felis ut Mauris sagittis placerat sed nibh dapibus, consequat massa porttitor. purus Maecenas nulla commodo massa, faucibus mauris, nec at lobortis leo condimentum augue vitae, et gravida nulla. non Aliquam ante. dapibus Lorem tellus nibh, euismod gravida ipsum dolor sit amet, consectetur adipiscing. tellus faucibus dapibus. In hac habitasse platea dictumst. SIGNATURE INFO yoursite.com * All content must be approved by our editorial staff. HOW IT WORKS 1. You choose the section of the Journal in which you would like your advertorial to run 2. You provide content (250 words), your logo and two images of your choice within the preformatted advertorial template for review by the Journal of Financial Planning editorial team 3. The FPA design team lays out the advertorial and sends proofs to you for sign-off 4. Upon your sign-off, the content is published in the Journal of Financial Planning as Partner Content (see example above) 5. The article is promoted via the print and digital versions of the Journal of Financial Planning FPA 2017 Advertising Opportunities Advertising@OneFPA.org

9 How to Talk to Clients about Long-Term Care to Compel Them to Act 28 Why David Blanchett s Retirement Spending Research Is a Big Deal 38 Financial Catastrophes Due to Disability: Which Households Are Most at Risk? 44 The Taxation of Social Security Benefits and Planning Implications 52 Earn one hour of continuing education credit in this issue 68 More than 100 discounted products and services *See inside for more information May 2016 Vol. 29 No. 5 FPAJournal.org EXPANDING THE BODY OF KNOWLEDGE IN THE FINANCIAL PLANNING PROFESSION How to Talk to Clients about Long-Term Care to Compel Them to Act 28 Why David Blanchett s Retirement Spending Research Is a Big Deal 38 Financial Catastrophes Due to Disability: Which Households Are Most at Risk? 44 The Taxation of Social Security Benefits and Planning Implications 52 Earn one hour of continuing education credit in this issue 68 More than 100 discounted products and services *See inside for more information May 2016 Vol. 29 No. 5 FPAJournal.org EXPANDING THE BODY OF KNOWLEDGE E IN THE FINANCIAL PLANNING PROFESSION Journal of Financial Planning Advertising High Impact Print Options A la carte pricing. Ask for a quote. Bellyband Ad Tip On Cover of Financial Planning Financial al Planningng of ADVANCE DEADLINE SAVE $200 by August 18 COVER STORY COLUMNS CONTRIBUTIONS CE EXAM BELLYBAND CREATIVE HERE FPA Member Advantage Program COVER STORY COLUMNS CONTRIBUTIONS CE EXAM FPA Member Advantage Program FPA ANNUAL CONFERENCE 2017 OCTOBER 2-4, 2017 NASHVILLE, TN LEARN MORE PAGES The FPA Annual Conference is the premier forum for personal and professional growth for financial planners. From keynotes featuring the likes of Jean Chatzky, Ron Insana and Phillip Fulmer to breakouts packed with timely, relevant content, this is the conference you can t afford to miss in FPA Annual Conference Nashville, TN We understand that there are a wide range of financial conferences to choose from each year. Turn the page to see if the FPA Annual Conference is the right fit for you. Who Should Attend the FPA Annual Conference? (Next Page) Display Ad Sizes and Rate Card AD SIZE - COLOR 1X 3X 6X 9X 12X Full Page $6,825 $6,585 $6,450 $6,315 $6,015 2/3 Page $5,805 $5,595 $5,485 $5,368 $5,110 1/2 Page $4,645 $4,475 $4,390 $4,295 $4,090 1/3 Page $3,020 $2,910 $2,855 $2,790 $2,660 Spread $15,145 $13,650 $12,255 $11,995 $11,430 Cover 2, Page 1 Spread $16,380 $15,145 $14,835 $14,525 $13,835 Cover 3 $7,510 $7,245 $7,095 $6,945 $6,615 Cover 4 $7,845 $7,575 $7,420 $7,260 $6,920 Advertising Packages & Content Marketing Bundles PACKAGE A 15% OFF RATE CARD PACKAGE B 10% OFF RATE CARD PACKAGE C 5% OFF RATE CARD 12 Print Ads 12 OneFPA.org Persistent Leaderboards 12 OneFPA.org 300x250 ROS banner ads 6 Print Ads 6 OneFPA.org Persistent Leaderboards 6 OneFPA.org 300x250 ROS banner ads 3 Print Ads 3 OneFPA.org Persistent Leaderboards 3 OneFPA.org 300x250 ROS banner ads Full Page:...$97,053 Half Page:...$77,418 One Third Page:... $62,832 Full Page:... $55,080 Half Page:... $43,956 One Third Page:... $35,667 Full Page:...$29,783 Half Page:... $24,154 One Third Page:...$19,694 FPA 2017 Advertising Opportunities Advertising@OneFPA.org

10 Advertising Rates & Content Marketing Rates PRODUCT RATE CARD* The Journal Print See page 9 The Journal Digital Included with print/call for digital only pricing The Journal Digital Skyscraper $750 The Journal Pop-Out Video $1,500 Journal App Sponsorship $1,500 DIGITAL ELEMENTS PRODUCT RATE CARD* OneFPA.org Persistent Leaderboard 728x90 $2,500 FPA Connect 120x600 or 728x90 Banner Ad $1,000 OneFPA.org Small box 300x250 $500/individual placement or $1,500 ROS JFP enewsletter Monthly Sponsorship $2,500 Custom $5,000 Custom Campaign (3 tier) Lead Gen $8,500 PRODUCT RATE CARD* Advertorial One $7,500; Two Page $15,000 Integrated Sponsored Content Article on OneFPA.org within the Journal section, can include video or podcast Podcast individual, posted in the Journal section on OneFPA.org CONTENT MARKETING $2,500 $1,500 Whitepaper Distribution* *Only available with ad package $250 * All rates apply to a 30-day run time, unless otherwise noted. campaigns quoted per . FPA 2017 Advertising Opportunities Advertising@OneFPA.org

11 Product Specifications Print FPAMK17-1 Full Page Bleed size: x Trim size: x Live area: x /3 page: 4.5 x 9 1/2 page horizontal: 7 x 4.5 1/2 page island: 4.5 x 7 1/3 page square: 4.5 x 4.5 1/3 page vertical: x 9 Digital Static graphics/images: JPEG or GIF 72ppi Animated ads GIF format, file sizes not to exceed 1MB Point roll tags Podcast Please call for specifications. Video (must include all 3 files) MP4 = MPEG 4 files with H264 video codec and AAC audio codec WebM= WebM files with VP8 video codec and Vorbis audio codec Ogg = Off files with Theora video codec and Vorbis audio codec 30 seconds max File sizes not to exceed (1) MG Sponsored content video files must be YouTube uploads CODING Basic HTML and text files only No JavaScript CSS inline can be used Single class assignments only Avoid div tags Image mapping not recommended Advertiser or agency must host images Balanced image vs. text ratio HTML not to exceed 650 pixels wide across the content area If rendering/code compliance problems arise during testing, FPA may provide suggestions but otherwise cannot troubleshoot, alter or edit code. If rendering resolutions cannot be made a minimum of two (2) days prior to deployment, FPA reserves the right to cancel or reschedule the . Advertiser will be responsible for payment per signed insertion order. HTML file size should not exceed 60K 150,000 character limit Unsubscribe footer supplied by FPA template and appears on all s TIMELINES, WHAT TO INCLUDE All final materials due two (2) weeks prior to deployment date Material submitted must be finalized when submitted FPA will send a test mailing for review after content is approved Approval from the advertiser or agency required two (2) days prior to deployment) Submit the following materials: -- Subject line -- Text file -- HTML file -- Test list -- Seed list -- Advertiser s suppression list (for CAN-SPAM compliance) FPA reserves the right to reject content deemed competitive or inappropriate for our audience in which case the advertiser runs the risk of losing the scheduled deployment date. FPA will honor the advertiser s payment and reschedule the campaign. Please follow FPA brand guidelines throughout. Cancellations must be made in writing, three (3) weeks prior to final materials submission deadline. FPA 2017 Advertising Opportunities Advertising@OneFPA.org

12 Financial Planning Association, Ste E. Hampden Ave., Denver, CO Tel. No.: (303) Fax No.: (303) Corporate Relations/ Advertising Sales (800) , ext of Financial Planning CIRCULATION BRAND REPORT FOR THE 6-MONTH PERIOD ENDING June 2017 JOURNAL OF FINANCIAL PLANNING is a B2B brand intended for financial planning professionals with broad-based interests in financial services topics. The brand content and editorial scope of the publication includes thought leadership; in-depth, peer-reviewed research articles; features; and columns. The content of every issue is also available to subscribers globally via the online digital version. MAGAZINE: PRINT Official Publication of the Financial Planning Association Established: 1987 Issues Per Year: 12 Frequency: Monthly Average Monthly Qualified Print Circulation for 6-month period of January 2017 through June 2017 PAID/REQUESTED: 22,290 NON-PAID: 16,032 TOTAL QUALIFIED CIRCULATION: 38,322 The Journal is printed with Enviro/Tech inks, which have about 27 percent renewable resource content including vegetable oils and pine resin. MAGAZINE: DIGITAL Official Publication of the Financial Planning Association Established: 1987 Issues Per Year: 12 Frequency: Monthly Average Monthly Qualified Digital Circulation for 6-month period of January 2017 through June 2017 PAID/REQUESTED: 19,352 NON-PAID: 14,174 TOTAL CIRCULATION: 33,526 MAGAZINE: PRINT AND DIGITAL Official Publication of the Financial Planning Association TOTAL AVERAGE MONTHLY CIRCULATION: 71,848 APP ANDROID Current installs as of June 30, 2017: 214 APPLE/iOS Cumulative downloads as of December 31, 2016: 11,465 *Cumulative downloads represents the aggregate number of downloads of the Journal of Financial Planning App, not copies. Information regarding App deletion/removal is not available from third party vendors and have not been removed from these figures. WEBSITE (Information as of June 30, 2017) Total Analytic Overview of OneFPA.org for 6-month period of July 2016 through December 2016 Sessions: 294,943 Users: 179,450 Pageviews: 1,303,707 Unique Pageviews: 733,590 Average Session Duration: 2:52 % New Sessions: 48.43% SOCIAL MEDIA (Information as of June 30, 2017) Twitter, FPA Pubs: 11,014 followers Twitter, FPA: 23,901 followers Facebook: 11,231 likes LinkedIn Company: 10,526 followers LinkedIn Group: 9,767 members fpassociation Financial-Planning-Association groups/114362/members