Feb 9-11, 2023Napa, California
Become a

Sponsor/Exhibitor


Where:

The 2023 symposium will be held both virtually as well as in-person at the Meritage. Sponsorship opportunities exist for both.

When:

Setup:
Wednesday, Feb. 8th, 2023
Teardown:
After 11:45am on Saturday Feb. 11th 2023
WHY SPONSOR THE SPECIAL NEEDS PLANNING SYMPOSIUM?
The Symposium is a unique opportunity to meet and network with 330+ professionals, including attorneys, private professional fiduciaries, financial advisors, and others from California and around the country who specialize in planning for persons and families with special needs. This creates a fantastic networking opportunity for you to build brand new relationships, meet the leaders in this industry, create synergy with complimentary services, and build your brand as a leader in the special needs planning community.


  • DIAMOND SPONSOR $10,000 | (SOLD OUT)
  • PLATINUM SPONSOR $9,000 | (SOLD OUT)
  • POWERPOINT SPONSOR $8,500 | (SOLD OUT)
  • LANYARD SPONSOR $8,500 | (SOLD OUT)
  • ONLINE STREAMING & APP SPONSOR $8,500 |
  • GOLD SPONSOR $7,500 |
  • SILVER SPONSOR $6,500 |
  • BRONZE SPONSOR $5,500 |
  • WELCOME & REGISTRATION SPONSOR $4,500 |
  • PRE-SESSION SPONSORS $3,500 |
  • FLASH DRIVE SESSION MATERIAL HANDOUT SPONSOR $3000 |
  • EXHIBITOR $2,500 |
  • AUDIO VISUAL SPONSOR $2,500 |
  • VIRTUAL BREAK SPONSOR $2000 |
  • POCKET AGENDA SPONSOR $1500 |
  • MEAL SPONSOR $1500 |
  • VIRTUAL EXHIBITOR $1250 |
  • WIFI SPONSOR $1000 |
  • BREAK SPONSOR $1000 |
  • VIRTUAL CONFERENCE ATTENDEE KIT $500 |
  • COFFEE SERVICE AND BEVERAGE SPONSOR $250 |
DIAMOND SPONSOR $10,000 | (SOLD OUT)
  • Designation as Diamond Sponsor on Conference Materials
  • Designation as a Diamond Sponsor on the Symposium Website Home Page with Link
  • Designation as a Diamond Sponsor on Marketing Emails for Program 
  • Front Full-Page Ad in Symposium Resource Booklet Distributed to Attendees
  • Exclusive Sponsor of Friday Night Strolling Dinner Event 
  • Online Commercial/Ad for Attendees Prior to Beginning of General Session
  • Sponsor’s Marketing Materials Distributed to All Attendees in Welcome Packet
  • Prominent and Exclusive Signage during event
  • Signage in General Session
  • Logo on Each of Attendees’ Name Badges
  • Acknowledgement from Podium as Diamond Sponsor
  • Five-Minute Address to Attendees at End of Friday Sessions Just Before Friday Night Event
  • Copy of Electronic Registered Attendee List at End of Program
  • One Email to all Attendees Prior to Event and One Email to all Attendees After Event
  • Access for Five (5) to Conference and all Meals and Events
  • One Exhibit Table – First Choice of Placement – with Complimentary Power
  • Invitation to Exclusive Sponsor Appreciation Event
  • Electronic Registered Attendee List With Permission For One Post Event Email To Attendees
  • Access for Five (5) Attendees at Virtual Event
PLATINUM SPONSOR $9,000 | (SOLD OUT)
  • Exclusive Host of Thursday Evening Welcome Cocktail Reception
  • Designation as Platinum Sponsor on Conference Materials
  • Designation as a Platinum Sponsor on the Symposium Website Home Page with Link
  • Designation as a Platinum Sponsor on Marketing Emails for Program
  • One Exhibit Table Including Complimentary Power in Premium Location
  • Access for Four (4) to Conference Including All Meals and Events
  • Branded Item Included in Conference Attendee Kit and Welcome Packet
  • Acknowledgement as Platinum Sponsor from Podium
  • Full-Page Ad in Printed and Digital Symposium Resource Booklet Distributed to Attendees
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation in Gamification Driving Attendees to Sponsor Website
  • Opportunity for Digital Lead Retrieval
  • Electronic Registered Attendee List with Permission for One Post Event Email To Attendees
  • Invitation to Exclusive Sponsor Appreciation Event
  • Banner Ad on Livestream General Session – Premium Selection (Virtual Attendees)
  • Online Commercial/Ad for Attendees Prior to Beginning of Pre-Sessions (Virtual Attendees)
  • Specially Designed Digital Exhibitor Page to be Visited by Attendees (Virtual Attendees)
  • Sponsor Hosted Topical Zoom Breakout Meeting (Virtual Attendees)
POWERPOINT SPONSOR $8,500 | (SOLD OUT)
  • Logo on Symposium PowerPoint Used in All Sessions
  • Designation as PowerPoint Sponsor on the Symposium Website Home Page with Link
  • Designation as a PowerPoint Sponsor on Marketing Emails for Program
  • Designation as PowerPoint Sponsor on Conference Promotional Materials
  • Branded Item Included in Conference Attendee Kit
  • Half-Page Ad in Print and Digital Symposium Resource Booklet Distributed to All Attendees
  • One Exhibit Table with Complimentary Power
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation in Gamification Driving Attendees to Sponsor Website
  • Opportunity for Digital Lead Retrieval
  • Invitation to Exclusive Sponsor Appreciation Event
  • Access for Three (3) to Conference Including All Meals and Events
  • Electronic Registered Attendee List with Permission for One Post Event Email to Attendees
  • Specially Designed Digital Exhibitor Page to be Visited by Virtual Attendees
LANYARD SPONSOR $8,500 | (SOLD OUT)
  • Logo on Symposium lanyard distributed to all Attendees
  • Designation as a Lanyard Sponsor on the Symposium Website Home Page with Link
  • Designation as a Lanyard Sponsor on Marketing Emails for Program and in all Conference Materials
  • Branded Item Included in Conference Attendee Kit
  • Half-Page Ad in Print and Digital Symposium Resource Booklet Distributed to All Attendees
  • One Exhibit Table with Complimentary Power
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation in Gamification Driving Attendees To Sponsor Website
  • Opportunity for Digital Lead Retrieval
  • Invitation to Exclusive Sponsor Appreciation Event
  • Access for Three (3) to Conference Including All Meals and Events
  • Electronic Registered Attendee List with Permission For One Post Event Email To Attendees
  • Specially Designed Digital Exhibitor Page to be Visited by Virtual Attendees
ONLINE STREAMING & APP SPONSOR $8,500 |
  • Designation as Online Streaming Sponsor on the Symposium Website with Link
  • Logo for Online Streaming Attendees Between Sessions and During Break for Two and a Half Days
  • Designation as Online Streaming Sponsor on Marketing Emails for Program
  • Designation as Online Streaming Sponsor on Conference Materials
  • Half-Page Ad in Symposium Resource Booklet Distributed to All Attendees
  • Sponsor’s Marketing Materials Distributed to All Attendees
  • Acknowledgement from Podium as PowerPoint Sponsor
  • Electronic Registered Attendee List
  • One email to all Attendees Prior to Event and After Event
  • Access for Three (3) to Conference and all Meals and Events
  • One Exhibit Table with Complimentary Power
  • Invitation to Exclusive Sponsor Appreciation Event
GOLD SPONSOR $7,500 |
  • Designation as a Gold Sponsor on the on the Symposium Website with Link
  • Designation as a Gold Sponsor on Marketing Emails for Program
  • Designation as Gold Sponsor on Conference Promotional Materials
  • Individual One-on-One Meeting with Qualified Leads Organized by Symposium
  • Half-Page Ad in Digital Symposium Resource Booklet Distributed to Attendees
  • Sponsor’s Marketing Materials Distributed to All Attendees in Welcome Packet
  • Specially Designed Digital Exhibitor Page to be Visited by Attendees
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Sponsor Hosted Topical Zoom Breakout Meeting
  • Participation In Gamification Driving Attendees To Sponsor Website And Lead Meetings
  • Banner Ad During General Session
  • Electronic Registered Attendee List With Permission For One Post Event Email To Attendees
  • Access for Three (3) to Virtual Conference
SILVER SPONSOR $6,500 |
  • Designation as a Silver Sponsor on the Symposium Website with Link
  • Designation as a Silver Sponsor on Marketing Emails for Program
  • Designation as Silver Sponsor on Conference Promotional Materials
  • Add Exhibit Table for $500 (a $2,000 discount) with Complimentary Power
  • Access for Two (2) to Conference Including All Meals and Events
  • Quarter-Page Ad in Digital and Print Symposium Resource Booklet Distributed to all Attendees
  • Acknowledgement from Podium as Silver Sponsor
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation in Gamification Driving Attendees to Sponsor Website
  • Electronic Registered Attendee List with Permission For One Post Event Email To Attendees
  • Invitation to Exclusive Sponsor Appreciation Event
  • Specially Designed Digital Exhibitor Page to be Visited by Attendees (Virtual Attendees)
  • Banner Ad During General Session (Virtual Attendees)
BRONZE SPONSOR $5,500 |
  • Designation as a Bronze Sponsor on the Symposium Website with Link
  • Designation as a Bronze Sponsor on Marketing Emails for Program
  • Designation as Bronze Sponsor on Conference Promotional Materials
  • Add Exhibit Table for $750 ($1,750 discount) with Complimentary Power
  • Access for Two (2) to Conference Including All Meals and Events
  • Quarter-Page Ad in Digital Symposium Resource Booklet Distributed to Attendees
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation in Gamification Driving Attendees To Sponsor Website
  • Acknowledgement from Podium as Bronze Sponsor
  • Electronic Registered Attendee List with Permission For One Post Event Email To Attendees
  • Specially Designed Digital Exhibitor Page to be Visited by Attendees (Virtual Attendees)
WELCOME & REGISTRATION SPONSOR $4,500 |
  • Designation as Welcome Sponsor on the Symposium Website with Link
  • Sponsorship Logo and Link On Digital Registration Confirmation
  • Add Exhibit Table for $1,000 ($1,500 discount) with Complimentary Power
  • Specially Designed Digital Exhibitor Page to be Visited by Attendees
  • Access for One (1) to Conference Including All Meals and Events
  • Quarter-Page Ad in Print and Digital Symposium Resource Booklet Distributed to All Attendees
  • Marketing Materials Distributed in Welcome Packet
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation In Gamification Driving Attendees To Sponsor Website
  • Invitation to Exclusive Sponsor Appreciation Event
PRE-SESSION SPONSORS $3,500 |
  • Designation as Pre-Session Sponsor either for Attorney or Fiduciary on the Symposium Website
  • Sponsorship Signage for Five-Hour Pre-Session Programs
  • Access for Two (2) to Pre-Session Event and General Sessions
  • Acknowledgement as Pre-Session Sponsor from Podium During Event
  • Quarter-Page Ad in Print and Digital Symposium Resource Booklet Distributed to Attendees
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation in Gamification Driving Attendees To Sponsor Website
  • Add Exhibit Table for $2,000 ($500 discount) with Complimentary Power
  • Invitation to Exclusive Sponsor Appreciation Event
  • Specially Designed Digital Exhibitor Page to be Visited by Attendees (Virtual Attendees)
  • Banner Ad on Five Hour Pre-Session Programs (Virtual Attendees)
  • Sponsor Video Ad for Pre-Sessions II through IV (Virtual Attendees)
FLASH DRIVE SESSION MATERIAL HANDOUT SPONSOR $3000 |
  • Exclusive Logo Placement on Flash Drive Containing Full Symposium Materials to Be Included In Attendee Kit and Welcome Packet
  • Sponsor PDF Marketing Materials Included on Flash Drive
  • Access for One (1) to Conference Including All Meals and Events
  • Designation as Materials Sponsor on the Symposium Website with Link
  • Quarter-Page Ad in Print and Digital Symposium Resource Booklet Distributed to All Attendees
  • Exhibitor Page NOT included
EXHIBITOR $2,500 |
  • One Exhibit Table – Placement Determined by Registration and Payment Date
  • Quarter-Page Ad in Print and Digital Symposium Resource Booklet Distributed to all Attendees
  • Designation as Exhibitor on the Symposium Website with Link
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation in Gamification Driving Attendees to Sponsor Website
  • Access for Two (2) to Conference Including all Meals and Events
  • Electronic Registered Attendee List with Permission For One Post Event Email To Attendees
  • Specially Designed Digital Exhibitor Page to be Visited by Attendees (Virtual Attendees)
AUDIO VISUAL SPONSOR $2,500 |
  • Designation as Audio Visual Sponsor on the Symposium Website with Link
  • Logo on Large Screens Between Sessions and During Break for Two and a Half Days
  • Invitation to Exclusive Sponsor Appreciation Event
  • Quarter-Page Ad in Symposium Resource Booklet Distributed in Welcome Packet
  • Add Exhibit Table for $2,000 ($500 discount) with Complimentary Power
  • Access for One (1) to Conference and all Meals and Events
VIRTUAL BREAK SPONSOR $2000 |
  • Designation as Coffee Chat on the Symposium Website with Link
  • Logo On Starbucks Custom Beverage Card Included In Attendee Kit
  • Quarter-Page Ad in Digital Symposium Resource Booklet Distributed to Attendees
  • Access for One (1) to Virtual Conference
  • Exhibitor Page NOT included
POCKET AGENDA SPONSOR $1500 |
  • Logo on Pocket Agenda Distributed in Welcome Packet to Every Attendee
  • Designation as Pocket Agenda Sponsor on the Symposium Website with Link
  • Invitation to Exclusive Sponsor Appreciation Event
  • Quarter-Page Ad in Symposium Resource Booklet Distributed in Welcome Packet
  • Access for One (1) to Conference and all Meals and Events
Exhibit Table NOT included
MEAL SPONSOR $1500 |
  • Sponsorship Signage at Designated Meal
  • Opportunity for Marketing Materials to be Set at Place Settings at Designated Meal
  • Designation as Meal Sponsor on the Symposium Website with Link
  • Designation as Meal Sponsor on the Symposium Agenda
  • Quarter-Page Ad in the Symposium Resource Booklet Distributed in Welcome Packet
  • Access for One (1) to Conference and all Meals and Events
  • Exhibit Table NOT included
VIRTUAL EXHIBITOR $1250 |
  • Specially Designed Digital Exhibitor Page to be Visited by Attendees (Virtual Attendees)
  • Quarter-Page Ad in Print and Digital Symposium Resource Booklet Distributed to all Attendees
  • Designation as Exhibitor on the Symposium Website with Link
  • Participation in Virtual Scavenger Hunt so Attendees Must Visit Website
  • Participation in Gamification Driving Attendees to Sponsor Website
  • Access for Two (2) to Conference Including all Meals and Events
  • Electronic Registered Attendee List with Permission For One Post Event Email To Attendees
WIFI SPONSOR $1000 |
  • Handout of Wi Fi login to all attendees, sponsors, and exhibitors with logo
  • Designation as Wi Fi Sponsor on the Symposium Website with Link
  • Invitation to Exclusive Sponsor Appreciation Event
  • Quarter-Page Ad in Symposium Resource Booklet Distributed in Welcome Packet
  • Access for One (1) to Conference and all Meals and Events
  • Exhibit Table NOT included
BREAK SPONSOR $1000 |
  • Sponsorship Signage at Designated Break
  • Designation as Break Sponsor on the Symposium Website with Link
  • Designation as Break Sponsor on the Symposium Agenda
  • Quarter-Page Ad in Symposium Resource Booklet Distributed in Welcome Packet
  • Access for One (1) to Conference and all Meals and Events
  • Invitation to Exclusive Sponsor Appreciation Event
  • Exhibit Table NOT included
VIRTUAL CONFERENCE ATTENDEE KIT $500 |
  • Designation as Virtual Conference Attendee Kit Sponsor on the Symposium Website with Link
  • Virtual Conference Attendee Kit may Include Snack Kit and More
  • Quarter-Page Ad in Symposium Resource Booklet Distributed to Attendees
  • Exhibitor Page NOT included
COFFEE SERVICE AND BEVERAGE SPONSOR $250 |
  • Designation as Coffee Service/Beverage Sponsor on the Symposium Website with Link
  • Sponsorship Signage on Designated Day, Selling Thursday, Friday, and ½ price Saturday
  • Business card ad in Symposium Resource Booklet Distributed in Welcome Packet
  • Registration to Event is NOT included
  • Exhibit Table NOT included


Please fill out the form below if you are interested in sponsoring our event






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    exposure

    Why should you sponsor the Special Needs Symposium?

    The Symposium is a unique opportunity to meet and network with 400+ professionals, including attorneys, private, professional fiduciaries, financial advisors, and others from California and around the country who specialize in planning for persons and families with special needs. This creates a fantastic networking opportunity to build brand new relationships, meet the leaders in this industry, create synergy with complimentary services, and build your brand as a leader in the special needs planning community. It is also our 3rd time at the beautiful and luxurious Meritage Resort and Spa in lovely Napa, California,
    www.meritagecollection.com.

    As a sponsor, you will be able to:
    Connect with professional fiduciaries and attorneys who establish and manage thousands of
    trusts. With over 450 attendees, the Symposium attracts the most qualified and successful special needs planning professionals from California and the country.

    • Showcase your organization’s expertise at a world-class conference. The conference provides high-quality opportunities for attendees to learn, connect, and share with their peers.
    • Demonstrate your leadership. Share with your colleagues the topics and work you care deeply about.
    • Enjoy yourself. The hosts of the Symposium have sponsored and exhibited at conferences around the country. They know what makes a successful conference for sponsors and exhibitors and go out of their way to ensure you have an enjoyable and profitable experience.
    • Attend the exclusive sponsor appreciation event. The hosts wish to extend our appreciation for your support of this important event and provide an opportunity to connect with other sponsors and the hosts.

    We hope you’ll join us as a sponsor or exhibitor. Together, we’ll make this the best Symposium conference yet!