Feb 18-20, 2021Virtual Symposium
Our

Sponsors

Thank you to all of our sponsors for being part of this great event!


opportunity

Become a Sponsor/Exhibitor

Get your company or brand in front of leading fiduciaries and special needs attorneys during this intimate event. Feb 18-20, 2021.

View Sponsorship Opportunities


Diamond Sponsor

Philips Bonding & Insurance Agency, Inc.
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution

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Platinum Sponsor

Andrew De Vries, MBA
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties

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Powerpoint Sponsor

Merrill Lynch Special Needs Team
Scott MacDonald & Dan Cutter

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Gold Sponsor

ANational Care Advisors
We are a national nurse consulting firm providing life care planning, quality of life assessment, cost analysis, benefits management and case management services.

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Gold Sponsor

Hearthstone
Private Wealth Management- We dedicate our work to giving clients the best opportunity to make intelligent financial decisions.

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Gold Sponsor

Prudent Investors
For over two decades, Prudent Investors Network (PIN) has managed assets for fiduciaries, guardians and individual investors who need low-risk investment management in conjunction with growth of principal.

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Silver Sponsor

ACUÑA ❖ REGLI
A multi-generational estate planning firm that will be here when your family needs us to protect your legacy.

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Silver Sponsor

Nurse Registry
Matching professional, licensed, and compassionate nurses with private clients at home and facilities in need of staffing solutions

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Bronze Sponsor

CPT, Institute
Providing education and training to the legal community on preserving government benefits for the injured and at risk.

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Bronze Sponsor

Mass Mutual
Advisory and Trust Services

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Bronze Sponsor

The American College of Financial Services
Families caring for a person with special needs face unique financial challenges. The Chartered Special Needs Consultant® (ChSNC®) designation will provide you with the strategies and knowledge you need to help these families thrive.

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Welcome Sponsor

Legacy Enhancement Trust
We Provide Nationwide Assistance For The Benefit Of The Disabled, Special Needs Individuals, And Their Caregivers.

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Pre-Session Fiduciary Sponsor

Professional Fiduciary Association of California
Education, Advocacy and Advancement for Professional Fiduciaries

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Pre-Session Attorney Sponsor

Kairos Fiduciary Services
Special Needs Trusts and Settlement Trusts Administration

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Virtual App Sponsor

Medivest Benefit Advisors, Inc.
MSP Compliance Solutions

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Flash Drive Sponsor

Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist

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General Session Sponsor

DA Davidson/ Alcaine Halterbeck Investment Group

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General Session Sponsor

Wells Fargo Special Needs Trust Services

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General Session Sponsor

Michael J. Stephens, REALTOR HIGHLAND PARTNERS
Probate and Estate Specialist

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General Session Sponsor

Moving Forward Towards Independence

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General Session Sponsor

The Organized One
We help people handle their personal property in times of loss or change.

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Academy of Special Needs Planners
Acuna Regli
Andrew De Vries, MBA
ElderCounsel, LLC
Hearthstone Private Wealth Management
Kairos Fiduciary Services
Legacy Enhancement Trust
Mass Mutual
Merrill Lynch Special Needs Team
Morgan Stanley/Pacific Paragon Group
Moving to Mastery
National Care Advisors
Nurse Registry
PFAC
Phillips Bonding & Insurance Agency, Inc.
Prudent Investors
True Link Financial
Valiant Partners
Wells Fargo Special Needs Trust Service

Exhibitors



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