Feb 7-9, 2020Napa, CA
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. Held in Napa, CA at the beautiful Meritage Resort ans Spa, Feb 7-9th, 2020.

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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Lanyard Sponsor

Merrill Lynch Special Needs Team
Scott MacDonald & Dan Cutter

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Gold Sponsor

Herb Thomas and Associates
We are a private fiduciary services firm, specializing in a broad range of financial and care management services for seniors and people with disabilities

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Gold 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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Gold Sponsor

HearthStone
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®

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Keynote Sponsor

National Care Advisors
We turn the overwhelming task of charting the future into a clear, comprehensive life care plan for individuals with special needs.

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Pre-Session Fiduciary Sponsor

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

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Phillips Bonding
Merrill Lynch Special Needs Team
Fremont Bank
Andrew De Vries, MBA
Urbatsch Law Firm, PC
Professional Fiduciary Association of California (PFAC)
NurseRegistry
ACUÑA ❖ REGLI
Herb Thomas and Associates
National Care Advisors
Prudent Investors Network
HearthStone
Mass Mutual Special Care
True Link Financial


Exhibitors



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