Partner with us

We are thrilled about your interest in helping us deliver a first-class member experience. A partnership with you will provide us with a wealth of opportunities including the ability to bring in nationally recognized speakers.  What this means for you as a partner of FPACLT is that you will enjoy a vast exposure to more financial planning professionals. Our mission is to serve our members by providing educational, networking and mentoring opportunities, representing their professional interests to the government, and promoting the value of financial planning to the public. We strive to offer superior resources and opportunities to our members, and partnerships are critical to the ongoing success of our organization and mission. By partnering with the FPACLT, you will have direct access to financial services professionals in the Charlotte Metro area and the Southwestern areas of North Carolina. Our members include financial planners, brokers, insurance professionals, attorneys, CPAs, trust specialists, banking professionals and more — all dedicated to providing the most valuable products, services and advice to the clients they serve. 

Click HERE to review our 2024 Partnership Packet.

Click HERE to complete the 2024 Partnership Confirmation form.