Thank you to all of our sponsors for being part of this great event!
Become a Sponsor/Exhibitor
Get your company or brand in front of leading fiduciaries and special needs attorneys during this intimate event. Held in Santa Rosa, CA at the beautiful Hyatt Regency Sonoma Wine Country, Feb 7-9th, 2019.
The Alcaine Halterbeck Group of Robert W. Baird & Co The Alcaine-Halterbeck Group of Baird, Private Wealth Management provides bi-lingual comprehensive financial planning services to high net worth individuals, trusts, estates, and victims of liability cases.
Merrill Lynch Special Needs Team
Andrew De Vries, MBA
Urbatsch Law Firm, PC
Good Shepherd Fund
Professional Fiduciary Association of California (PFAC)
Michael McCabe – Think2Age
ACUÑA ❖ REGLI
Herb Thomas and Associates
Academy of Special Needs Planners
National Care Advisors
True Link Financial
Continuity Care Home Nurses
Prudent Investors Network
Mass Mutual Special Care
The Clarke Investment Group
Medi-Cal Consulting Services, Inc.
Better Business Tax & Accounting
True Link Financial Financial services built for you. We focus exclusively on financial needs for retirement