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Media Kit 2017 OneFPA.org/PartnerWithFPA | [email protected] | 303.867.7147 The Highest-Quality Content in the Financial Planning Industry Print | Digital | Events | Partnerships COVER STORY Trends, Advice, and Best Practices from Technology Experts | 20 PRACTICE MANAGEMENT Master Your Return on Effort | 14 4 Messages Your Firm’s Bad Website Is Sending Prospects | 18 COLUMNS The Psychology of Communication in Estate Planning | 40 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 AUTHORITATIVE UNCOMPROMISING INNOVATIVE

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Media Kit 2017

OneFPA.org/PartnerWithFPA | [email protected] | 303.867.7147

The Highest-Quality Content in the Financial Planning Industry

Print | Digital | Events | Partnerships

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COVER STORY Trends, Advice, and Best Practices from Technology Experts | 20

PRACTICE MANAGEMENT Master Your Return on E� ort | 14 4 Messages Your Firm’s Bad Website Is Sending Prospects | 18

COLUMNSThe Psychology of Communication in Estate Planning | 40

CONTRIBUTIONSTreatment of Infl ation in Retirement Planning Calculations: An Improved Method | 44 Dollar-Cost Averaging Using the CAPE Ratio: An Identifi ableTrend Infl uencing Outperformance | 54

CE EXAMEarn one hour of continuing education credit in this issue | 66

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January 2017 | Vol. 30 | No. 1FPAJournal.org

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AUTHORITATIVE

UNCOMPROMISING

INNOVATIVE

FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 2

Who We Are

90% have shared or discussed an edition of the Journal of Financial Planning

45% bought products/services advertised or requested info

40% visited an advertiser’s website

29% recommended products

“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

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

Membership Snapshot

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.

FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 3

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.

Integrated Media

COVER STORY Changing the Approach to College Funding Advice | 26

10 QUESTIONSCam Marston on Bridging the Generation Gap and Being a Gen-Savvy Financial Adviser | 14

PRACTICE MANAGEMENTAre You Ready for the DOL Fiduciary Rule? | 21

COLUMNSCurbing Client Risk with Cyber Insurance | 34

CONTRIBUTIONSRetirement Income Showdown: Risk Pooling Versus Risk Premium | 40 To Enhance Lifetime Retirement Security, Use Reverse Mortgages or Immediate Annuities? | 52

CE EXAMEarn one hour of continuing education credit in this issue | 66

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February 2017 | Vol. 30 | No. 2FPAJournal.org

oFinancial Planning®

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0217JFP Cover.indd 1 1/12/17 10:46 AM

DIGITAL• OneFPA.org is the leading source for fresh content, member-

to-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.

• Email 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.

EVENTS & PARTNERSHIPSThe 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. Email us at [email protected] for more information.

FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 4

Digital Advertising

OneFPA.org50,000 Impressions/Month

11,465 Cumulative Apple/iOS downloads

as of December 31, 2016

224,000 Page Views/Month

2:59 Average Session Duration

MyFPA

Top Leaderboard | 728 px x 90 px

Small Box | 300 px x 250 px

FPA Connect*

Skyscraper | 120 px x 600 px

Corner Cover | 379 px x 379 px

Belly Band | 1608 px x 294 px

Monthly JFP eNewsletter Sponsorship20,000 Distribution

Custom Email Campaign

JFP App Sponsorship

25% Open Rate

15% Click Thru

7% Forward

12,000 Distribution

25.4% Open Rate

7% Click Thru

5.1% Forward

COVER CORNER BELLY BAND

379 px

1608 px37

9 px

29

4 px

*Stats for Connect Community pages differ.

FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 5

Podcasts Posted to our podcast library on OneFPA.org by date. Provide tile image and WAV fi le, or link to YouTube content.

Content Marketing

Sponsored Content Article on OneFPA.orgYour 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 SkyscrapersAvailable 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 DistributionFPA will feature branded whitepapers from industry sponsors and thought-leaders that are posted within the whitepaper section of OneFPA.org for one month.

FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 6

The Journal content is the GOLD STANDARD for the fi nancialplanning profession. As the #1 most valued benefi t of FPA membership, the Journal content infl uences monthly member exchanges.

Journal of Financial Planning

71,848Print and Digital/Month

2013/2014/2015/2016/2017 WinnerAPEX Award for Publication Excellence

Interactive digital experience with page-turning capabilities and hyperlink interface

FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 7

ISSUE EDITORIAL FOCUS MATERIALS DUE IN-HOME DATE

January TECHNOLOGY 12/8/16 1/5/17

FebruaryCOLLEGE FUNDINGBONUS 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

MayBEHAVIORAL FINANCEBONUS 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

AugustREGULATORY UPDATE/FIDUCIARY ISSUESBONUS DISTRIBUTION: Member Advantage Program Insert

7/6/17 8/2/17

September NEXT GENERATION 8/10/17 9/7/17

OctoberCLIENT TRUST & COMMUNICATIONBONUS DISTRIBUTION: FPA Annual Conference

9/7/17 10/6/17

NovemberSUCCESSION PLANNINGBONUS DISTRIBUTIONS: FPA Chapter Leaders Conference 2017, Member Advantage Program Insert

10/6/17 11/2/17

December FUTURE OF THE PROFESSION 11/9/17 12/7/17

DecemberBEST OF JOURNAL 2017BONUS DISTRIBUTION

12/7/17 1/5/18

2017 Editorial Calendar

FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 8

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.

Journal of Financial Planning Advertorials

*All content must be approved by our editorial staff.

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Vestibulum pharetra tellus ex, nec ornare dolor dictum ultrices. In dapibus, felis ut placerat dapibus, massa purus commodo mauris, at lobortis leo augue et nulla. Aliquam dapibus tellus nibh, euismod gravida tellus faucibus dapibus. In hac habitasse platea dictumst.

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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.

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SIGNATURE INFO 123.456.7890yoursite.com

FULL PAGESPONSORED CONTENT

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 | [email protected] | 303.867.7147 9

Display Ad Sizes and Rate Card

High Impact Print Options

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

Tip On Cover

A la carte pricing. Ask for a quote.

Journal of Financial Planning Advertising

Bellyband Ad

COVER STORY How to Talk to Clients about Long-Term Care to Compel Them to Act | 28

COLUMNSWhy David Blanchett’s Retirement Spending Research Is a Big Deal | 38

CONTRIBUTIONSFinancial Catastrophes Due to Disability: Which Households Are Most at Risk? | 44

The Taxation of Social Security Benefi ts and Planning Implications | 52

CE EXAMEarn one hour of continuing education credit in this issue | 68

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May 2016 | Vol. 29 | No. 5FPAJournal.org

ofFinancial Planning®

EXPANDING THE BODY OF KNOWLEDGE IN THE FINANCIAL PLANNING PROFESSION

More than 100 discounted products and services

FPA MemberAdvantage Program

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COVER STORY How to Talk to Clients about Long-Term Care to Compel Them to Act | 28

COLUMNSWhy David Blanchett’s Retirement Spending Research Is a Big Deal | 38

CONTRIBUTIONSFinancial Catastrophes Due to Disability: Which Households Are Most at Risk? | 44

The Taxation of Social Security Benefi ts and Planning Implications | 52

CE EXAMEarn one hour of continuing education credit in this issue | 68

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May 2016 | Vol. 29 | No. 5FPAJournal.org

ofFinancial Planning®

EXPANDING THE BODY OF KNOWLEDGE IN THE FINANCIAL PLANNING PROFESSION

More than 100 discounted products and services

FPA MemberAdvantage Program

*See inside for more information

0516JFP Cover.indd 1 4/11/16 9:43 AM

COVER STORY How to Talk to Clients about Long-Term Care to Compel Them to Act | 28

COLUMNSWhy David Blanchett’s Retirement Spending Research Is a Big Deal | 38

CONTRIBUTIONSFinancial Catastrophes Due to Disability: Which Households Are Most at Risk? | 44

The Taxation of Social Security Benefi ts and Planning Implications | 52

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EXPANDING THE BODY OF KNOWLEDGE IN THE FINANCIAL PLANNING PROFESSION

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FPA Annual Conference —Nashville, TNWe 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)

FPA ANNUAL CONFERENCE 2017

OCTOBER 2 - 4, 2017 | NASHVILLE, TN

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 a� ord to miss in 2017.

LEARN MORE — PAGES 18 - 19

BELLYBAND CREATIVE HERE

Advertising Packages & Content Marketing Bundles

PACKAGE A15% OFF RATE CARD12 Print Ads

12 OneFPA.org Persistent Leaderboards

12 OneFPA.org 300x250 ROS banner ads

Full Page: .......................................................$97,053

Half Page: ......................................................$77,418

One Third Page: ........................................... $62,832

PACKAGE B10% OFF RATE CARD 6 Print Ads

6 OneFPA.org Persistent Leaderboards

6 OneFPA.org 300x250 ROS banner ads

Full Page: ...................................................... $55,080

Half Page: ..................................................... $43,956

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PACKAGE C5% OFF RATE CARD3 Print Ads

3 OneFPA.org Persistent Leaderboards

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Full Page: .......................................................$29,783

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FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 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

*All rates apply to a 30-day run time, unless otherwise noted. Email campaigns quoted per email.

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 Email $5,000

Custom Email Campaign (3 tier) Lead Gen $8,500

PRODUCT RATE CARD*

Advertorial One Page @ $7,500; Two Page Spread @ $15,000

Integrated Sponsored Content Article on OneFPA.org within the Journal section, can include video or podcast

$2,500

Podcast – individual, posted in the Journal section on OneFPA.org

$1,500

Whitepaper Distribution* *Only available with ad package

$250

DIGITAL ELEMENTS

CONTENT MARKETING

FPA 2017 Advertising Opportunities | [email protected] | 303.867.7147 11

Product Specifications

Full Page

Bleed size: 8.625” x 11.125”Trim size: 8.375” x 10.875”Live area: 7.375” x 9.875”

2/3 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: 2.125” x 9”

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

Print

Digital

Email

• 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 email. 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 emails

CODING EMAIL 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.

FPAMK17-1

SOCIAL MEDIA (Information as of June 30, 2017)

oFinancial Planning®

f

CIRCULATION | BRAND REPORTFOR THE 6-MONTH PERIOD ENDING June 2017

Financial Planning Association, Ste. 6007535 E. Hampden Ave., Denver, CO 80231Tel. No.: (303) 759-4900 | Fax No.: (303) 759-0749www.FPAJournal.org

Corporate Relations/ Advertising Sales [email protected](800) 322-4237, ext. 7147

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.

Twitter, FPA:23,901 followers

Facebook:11,231 likes

LinkedIn Company:10,526 followers

LinkedIn Group:9,767 members

Twitter, FPA Pubs:11,014 followers

http://twitter.com/fpapubs http://facebook.com/Finan-cialPlanningAssociation

http://linkedin.com/Company- Financial-Planning-Association

http://linkedin.com/groups/114362/members

http://twitter.com/fpassociation

APPANDROID Current installs as of June 30, 2017: 214APPLE/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.

The Journal is printed with Enviro/Tech® inks, which have about 27 percent renewable resource content—including vegetable oils and pine resin.

MAGAZINE: PRINTOfficial Publication of the Financial Planning Association Established: 1987 Issues Per Year: 12Frequency: Monthly

Average Monthly Qualified Print Circulation for 6-monthperiod of January 2017 through June 2017 PAID/REQUESTED: 22,290 NON-PAID: 16,032 TOTAL QUALIFIED CIRCULATION: 38,322

MAGAZINE: DIGITALOfficial Publication of the Financial Planning Association Established: 1987 Issues Per Year: 12Frequency: 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

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%

TOTAL AVERAGE MONTHLY CIRCULATION: 71,848

MAGAZINE: PRINT AND DIGITALOfficial Publication of the Financial Planning Association